Working with the Work Breakdown Page as a Subcontractor
Enter your project's budget on the Edit WB tab of the Enter Work Breakdown (WB) page.
Only users with the Project Manager role can edit a WB.
- Save Changes Button: Save changes you made on the page. When you select the Save Changes button, you will see a Status page, confirming changes were saved.
- Revert to Saved Button: Discards changes and returns the WB to the last saved version
- Period Context: Shows a message defining when the changes impact the project.
- Filter Components: Choose to view:
- All: Displays all components
- No Variatoins: Displays only non-variation components
- Only Variatoins: Displays only variation components
Note: Variation components will display as collapsed tables when WBs have more than ten components.
- Contract Description: Acts as a label for the WB table.
- Edit WB Tab: Use this tab to modify values for the line item.
- Edit Contract Tab: View and access subcontracts associated with the project, associate tax rates to a line, and change Self Performed status.
- Edit Billings Tab: View and edit billed to date amounts.
- WB Table: Contract components appear as individual line items. A Main Contractor's line item becomes a contract component in a subcontract. The name of the table matches the name of the component in the Main Contractor's Work Breakdown.
Out of Balance components display with a red outline and always load in an expanded view.
Use the available buttons to manage your project budget.
- Add New Line: Adds a new line to the WB table. Your cursor will be in the new line. The active line displays in yellow.
- Copy Selected: Adds a copy of the active line immediately below the original.
- Delete Selected: Deletes the active line.
- Browse: Displays a dialogue box to select a file from your device.
- Upload New from CSV Button: Upload a file selected from your device into the WB table.
- Download Example CSV File Link: Download a sample Excel file to your device to use as a template if you plan to upload a CSV file to use as your WB.
Last Published Wednesday, July 10, 2024