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 Variation line - which can be edited as required.  You can then add Quotes, Scope of Works, Terms and Conditions, etc as required, and when ready, present the Variation to 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 may want to push the accepted Variation to the Progress Payment sub-tab as an     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