Create a Schedule and Link to a Variation
David Guinane
33 steps
2 minutes
Contrack
1
Navigate to [https://contrack.com.au/variations](https://contrack.com.au/variations)
2
You can see VAR-001 in the list, and its status is currently "Open"
3
Click "Contract Admin"
4
Click "Schedule of Rates"
5
We will now add a schedule to link to the variation. Click "ADD SCHEDULE"
6
Enter the schedule number. This is how the Schedule will display in the Progress Claim Screens and Reports. E.G in this case, I will call the schedule "VAR-001 - Change of Pipe Class - WP-01"
7
Click the "ADD" button to add a schedule item.
8
Enter the Item No.
9
In this case, it is VAR-001. Enter the Item Description.
10
In this case, I've called it Change of Pipe Class.
11
Enter the quantity.
12
Select the Unit Dropdown
13
Select the relevant unit from the List.
14
Enter the approved rate.
15
Enter the quantity forecasted to be certified on this item. This quantity is used in the Forecasting Module, and pre-populates data in that feature.
Tip! In most cases, the forecast quantity should be the same amount as the quantity.
16
When you are happy the details are correct, click "ADD"
17
Click "SAVE"
18
The Schedule that was just created is now in the Schedule of Rates list.
19
Click "Contractual"
20
Click "Variations"
21
We will now link the Schedule to VAR-001. Click the pencil icon to edit VAR-001.
22
In the Items section, click the "ADD" button
23
The schedule we just created is now available to select in the pop-up window.
24
Select the schedule using the checkboxes and click "ADD"
25
Click the Status dropdown.
26
Change the status to "Approved"
27
You can fill out any other relevent fields now, like "Estimated Value" and "Reason for Variation"
28
Type "Design called for incorrect pipe class, class changed by the Designer."
29
Click "SAVE"
30
The Variation is now saved and approved.
31
Click "Progress Claims"
32
The Variation now shows in the progress claims screen. Click the "PLUS" button to expand the schedule
33
The variation item created can now be processed in payment claims.
Create a Schedule and Link to a Variation
David Guinane
33 steps
2 minutes
Contrack
1
Navigate to [https://contrack.com.au/variations](https://contrack.com.au/variations)
2
You can see VAR-001 in the list, and its status is currently "Open"
3
Click "Contract Admin"
4
Click "Schedule of Rates"
5
We will now add a schedule to link to the variation. Click "ADD SCHEDULE"
6
Enter the schedule number. This is how the Schedule will display in the Progress Claim Screens and Reports. E.G in this case, I will call the schedule "VAR-001 - Change of Pipe Class - WP-01"
7
Click the "ADD" button to add a schedule item.
8
Enter the Item No.
9
In this case, it is VAR-001. Enter the Item Description.
10
In this case, I've called it Change of Pipe Class.
11
Enter the quantity.
12
Select the Unit Dropdown
13
Select the relevant unit from the List.
14
Enter the approved rate.
15
Enter the quantity forecasted to be certified on this item. This quantity is used in the Forecasting Module, and pre-populates data in that feature.
Tip! In most cases, the forecast quantity should be the same amount as the quantity.
16
When you are happy the details are correct, click "ADD"
17
Click "SAVE"
18
The Schedule that was just created is now in the Schedule of Rates list.
19
Click "Contractual"
20
Click "Variations"
21
We will now link the Schedule to VAR-001. Click the pencil icon to edit VAR-001.
22
In the Items section, click the "ADD" button
23
The schedule we just created is now available to select in the pop-up window.
24
Select the schedule using the checkboxes and click "ADD"
25
Click the Status dropdown.
26
Change the status to "Approved"
27
You can fill out any other relevent fields now, like "Estimated Value" and "Reason for Variation"
28
Type "Design called for incorrect pipe class, class changed by the Designer."
29
Click "SAVE"
30
The Variation is now saved and approved.
31
Click "Progress Claims"
32
The Variation now shows in the progress claims screen. Click the "PLUS" button to expand the schedule
33
The variation item created can now be processed in payment claims.
