Variations

• Variation to a commitment = Commitment > Create > Create change event > Title > scroll down to Add line >
  • Insert: Budget code, vendor, contract.
  • If it's just to change the budget and commitment, then insert the amounts in 'Cost' and 'Budget', but not revenue. It will automatically put in a revenue number, so delete them before you click Create.
  • If you need to change the revenue as well, enter the revenue amount in 'Revenue.'
  • Click Create > Select the box beside the row you've just created and click Add to Commitment VAR > New Commitment VAR > Contracts with matching cost codes > Select the commitment.
  • Change status to approved > Scroll down and click Create.
  • To change the budget, scroll down and click View > Select the box > Add to > New budget change > Change status to Approve.

• Variation to a Head Contract = Head Contract > Create > Create change event > Title > scroll down to Add line > Insert budget code > ​​​​​​​
  • If it's just to change the revenue, then just insert the numbers in 'Revenue.'
  • If it's to change the budget and commitment too, then insert the amounts in 'Cost' and 'Budget' and add a vendor and contract if applicable.
  • Click Create > Select the box beside the row you've just created and click Add to Head Contract PV > New Head PV > Contracts with matching cost codes > Select the contract.
  • Change status to approved > Scroll down and click Create.
  • Then the variation will show up in the Head Contract > Create a progress claim and input the amount in the variation line item.

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Overview