About Modifying the Work Breakdown for Subcontractors
Enter the budget for a project on the system in the Work Breakdown (WB). The WB can include line items showing the work breakdown. Only users with a project manager role and manage project permissions can edit a WB.
As a Subcontractor, you have the following budget management options available after you confirm the contract:
- View WB: View or review the current budget
- Modify WB Amounts: Change the budget without a variation. Entering a budget is a part of the project setup process.
See Reallocating Budget Amounts to a New Line for Subcontractors or Reallocating Budget Amounts to an Existing Line for Subcontractors.
- Reallocate line item amounts without changing the overall contract value
- Add or delete lines with no subcontracts tied to them (unassigned)
- Allocate Variations: Adjust your Work Breakdown (WB) with variation amounts created by the Main Contractor.
See Allocate Variations for Subcontractors.
Note: Only a Main Contractor can create a variation that adjusts the contract value.
Modify WB Amounts
Modify the budget without a variation if the total value of the contract is not changing. The sum of the line items must equal the total contract value.
When first setting up a budget, the Working Totals may display in red. Once the Work Breakdown Amount matches the Totals amount, and the WB is saved, the red should disappear.
Why Modify a Budget Without Changing the Contract Value?
Modify WB amounts to:
- Create, delete, or combine Work Breakdown lines
- Allocate or reallocate monies in accordance with existing variations.
See Edit WB Tab Overview for Subcontractors for instructions.
Variations
Create Subcontract Variations (SVs) to change the contract value of an existing Sub-Tier subcontract.
Allocate Prime Contract Variations (PCVs) created by the Main Contractor.
See Allocate Variatoins for Subcontractors for instructions.
Last Published Wednesday, July 10, 2024