How to Create a New Client Variation via the Estimate/Proposal Sub-Tab

Modified on Fri, 13 Jun at 1:28 PM

Creating Client Variations via the Estimate sub-tab is a great way to ensure you are correctly accounting for your increase (or decrease) in costs.  Also ensuring that you have up-to-date purchase orders for the client's changes.

NOTE: You cannot create a variation via the Estimate sub-tab unless you already have at least one Estimate Version marked as accepted.  


For assistance here, please refer to our How to Create a Client Proposal/Estimate via the Estimate sub-tab FAQ




How to Create a NEW Variation via the Estimate sub-tab


Once an estimate has been accepted, you can create a new Variation via the Estimate sub-tab by:

  1. Opening the project's Budget sub-tab (to access the FMS workflows) and click on the Estimate sub-tab
  2. Scroll down to the 'Estimate Versions & Variations' section
  3. Click on the ‘Create New Variation’ button 

    This will create a new Estimate Variation - the name of which can be edited as required.  You can then add your Quotes, Scope of Works, Terms and Conditions, etc, as required, and when ready, generate a Variation Proposal for the Client to accept.


    NOTE: These steps are all identical on how to create an Estimate (as per the above FAQ article/link) except in this instance it is for a Variation.  
       
    You can push an accepted Variation to the Progress Payment sub-tab as a variation 
    invoiceable item - to request payment from the client.  We cover this process in our How to Push an Accepted Variation from the Estimate Sub-Tab to the Progress Payment Sub-Tab FAQ  





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