Editing Variations is super easy, but we recommend consulting with your Project's Administrator to ensure you have the access and permission to make the appropriate changes.
If you're ok to Edit a Variation, follow these easy steps!
Step 1: To edit a Variation in the system, this can be done in a few ways. One way, is to go to the Variation Register and find the Variation you'd like to Edit. Variations can also be found in the Variation Detail view and Contract Detail view's Variation mini-tab. Select 'Edit Variation' from the from the Three Dots Menu ( ) against the Variation you'd like to edit.
From the 'Overall' page, select a Three Dots Menu ( ) next to the Variation you are wanting to edit and click 'Edit Variation'.
Step 2: In the Edit Variation form, you'll notice its the same as the Add Variation form, however there are built in rules to be aware of due to the inter-dependencies with Contracts, Claims and Cash Flow that occur after Variation's are created. Check out 'Business Rules' at the bottom of this article.
Step 3: Once you're happy with the updates, click 'Update Variation' in the bottom right of the form.
A few simple rules to be aware of:
- If a Variation is has Claims, you won't be able to reduced the $ value to be less than the Claimed amount.
- If a Variation has a Claim against it, you won't be able to change the status back to PENDING or FORECAST.
- Variations can only be changed to APPROVED status, if the Contract is also approved. So if you're missing an APPROVED status in your drop down menu, this would be why.