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:
- Opening the project's Budget sub-tab (to access the FMS workflows) and click on the Estimate sub-tab
- Scroll down to the 'Estimate Versions & Variations' section
- 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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