The Cost Module's variation management keeps your project financial records accurate and organised. Use this process to update variation details or remove unnecessary entries from your project.
Before you start:
- Ensure you have edit permissions for the project
- Coordinate with your team before making changes
- Consider the impact on historical data and reporting
Steps
Navigate to variations
- From your project dashboard page, click Cost in the navigation bar
- Click the Variations tab to view all project variations
- Review the variations list showing both standard and EOT variations
Edit a variation
- Find the variation you want to modify in the list
- Click the Action button (...) next to the variation
- Select Edit Variations from the dropdown menu
- Make your required changes in the variation form
- Add notes in the comments field based on changes made
- Upload any supporting attachments if needed
- Click Update (blue button, bottom right) to save your changes
Result: The variation updates immediately appear in the system
Delete a variation
- Locate the variation you want to remove in the variations list
- Click the Action button (...) next to the variation
- Select Delete Variation from the menu
- Click Delete in the confirmation pop-up to permanently remove the variation
Troubleshooting
-
Problem: Cannot delete a variation Solution: Check if payments are associated with the variation. Delete linked payments first, then delete the variation
-
Problem: Changes don't appear immediately Solution: Refresh the page or navigate away and return to the variations tab
Important considerations
Review carefully before changes Double-check all modifications to ensure accuracy before clicking update.
Coordinate with your team Inform team members before deleting variations to avoid workflow disruptions.
Consider reporting impact Deleting variations may affect historical data and project reports.
Both variation types supported Standard and EOT (Extension of Time) variations follow identical edit and delete procedures.