Adding variations to a Head Contract as changes and additions that have been agreed with your customer.
Add Variations and Cost Code Variations in one step
Introduction
Adding variations to your Head Contract is a breeze when changes are agreed with your customer. These variations account for alterations in specifications, plans, or materials in your Project.
TIP: You can add negative Variation lines where there has been an agreed reduction in your contract.
Add Variations and Cost Code Variations in one step
When adding a variation to your Head Contract, the screen is divided into two sections: the Variation and the Cost Code Variation. You can efficiently assign the variation to a Cost Code during this process.
To add Variations and Cost Code Variations:
When adding multiple variations the Description, Customer Reference and Amount fields will be copied to all lines, and you can then manually edit any of these fields before you save your new data.
- Select your Head Contract and go to the Variations tab.
- Click Add Variation to access the Create Head Contract Variation window.
- Enter the Variation Description.
- You can record your variation Customer reference number.
- Enter the Amount for the lines. You can leave the amount blank if you wish to add the amount separately when you review lines before Saving.
- In the Variation amount field, enter the amount you wish to charge your customer.
- If you are creating new Cost Code variations, select the Cost Codes by clicking the search icon and ticking the relevant Cost Codes.
NOTE: Lentune will auto-populate the code and note for these based on your Head Contract Variations description and reference.
- Click Add to create the Cost code variations lines.
NOTE: This does not create the cost code variations in your budget yet. They are created once the Head Contract variation is saved.
- Review and edit the Code, Note or Amounts if needed.
Existing Cost Code variations
If you have existing Cost Code variations, you can easily incorporate them into your new Head Contract Variation.
- Click the Existing Cost Code Variations tab.
- Find and add existing Cost Code Variations by selecting them from the dropdown list.
- Click Add.
- Click Save.
Assign any Unassigned Variation Lines
If you haven't assigned Cost Code Variations to a Head Contract Variation during creation, you can do this later using one of these two methods.
Method 1: In the Head Contract Variation line > Cost Code Variation section:
- Select an existing Cost Code Variation or add a new one.
- Click Add.
Method 2: In the Head Contract > Variations screen:
- Click Cost Code Variations ($x.xx is unassigned)," where $x.xx shows the unassigned value.
- In the Cost Code Variation screen, select the variation line to assign.
- Click Move selected and choose Move selected to existing variation or Move selected to new variation.
View Variations from the Project
For a comprehensive view of Variations related to your Head Contract, access the Variations tab within the corresponding Project.
Need more help? We’re here! We hope our article was helpful! If you need more info or want to connect, drop us an email at support@lentune.com.
Thank you. We love to hear from you!
Last updated: 17 January 2024