Reallocating Budget Amounts to an Existing Line for Subcontractors

Use the Edit WB tab on the Edit Work Breakdown page to adjust the Work Breakdown (WB) amounts in a project's budget. If original contract values (total) are not changed, line item amounts may be reallocated without creating a variation.

Note: Amounts assigned to Subcontractors can only be changed by a variation.

To reallocate budget amounts to an existing line from the Edit WB tab of the Edit Work Breakdown page:

  1. Navigate to the Edit Work Breakdown Page
  2. Select the Edit WB tab.
  3. In the Adjustment Amount column for each line to edit, either:
    • Type a negative number to adjust down, or decrease the amount
    • Type the same number as a positive number to adjust up, or increase the amount.
  4. Verify the Adjustment Amount column totals remain zero. If totals are not zero, review the amounts in the column for an imbalance.
    • Amounts cannot be less than the Billed to Date amounts. To change the Billed to Date amount, change the payment and retention amounts under the Edit Billings tab first.
    • You can make the Contract Sum to Date amount less than the amount of the scheduled value.
    • You can subtract the Billed To Date amount from the Contract Sum To Date amount to determine the un-billed or Balance to Complete amount.
  5. Select the Save Changes button.

    A Status page confirms the application saved your changes.

  6. Optional. From the Status page, select the here link to return to the Edit Work Breakdown page so you can review your changes.