Edit a Variation in Portfolio Financials
Objective
To edit a variation that was added to the Contract Room in Portfolio Financials.
Background
The Contract Room is a shared portal where vendors can submit variations and progress claims directly to the project team for approval throughout the duration of the project. The Variations tab of the Contract Room is where variations can be added, managed and reviewed.
Things to Consider
- Required User Permissions:
- 'Vendor' access to the project or higher.
Note: Users with 'Vendor' or 'Limited' access can only edit a variation that they have added. If you are a vendor needing to edit your variation, see Can I edit my variation or progress claim in Portfolio Financials?
- 'Vendor' access to the project or higher.
- Additional Information:
- Progress Claims must be in a Pending state in order to be edited. If a progress claim was submitted by the vendor team, it can only be edited by the vendor team.
Steps
- Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker.
Note: Cost items with a Contract Room are marked with a ribbon icon. - Click the Variations tab.
- Click the variation you want to edit.
- Click the vertical ellipsis icon and select Edit.
- Make any necessary updates to the VAR Overview and Documents sections.
- Click Save.