Add a Lumpsum or Daywork (Not Lot Based) Variation

David Guinane
43 steps
2 minutes

Contrack

Navigate to [https://contrack.com.au/](https://contrack.com.au/)

Click "Contractual"

Click "Variations"

Click "Add Variation"

Enter the variation details.

Click the "Is Lot Based" field to unselect the checkbox. This means the Variation can be paid directly as a Lumpsum, without linking payment to a Lot.

Click "Save"

Click "Contract Admin"

Click "Schedule of Rates"

Click "Add Schedule"

Enter the schedule details.

Click the "Add" button.

Enter the schedue item number, in this case it will be VAR-004a for the month of October 2024, with future months being VAR-004b, VAR-004c etc.

Enter the item description, in this case it will be "Dayworks for the month of Oct 2024"

Tip! If the lumpsum variation is worth $5,000, it's generally considered best practice to set the quantity as 5,000, and the rate as $1.00. The reason for this, is the Contractor doesn't always claim the approved amount. The Contractor may claim $6,127.58, instead of the approved $5,000, so this can easily be entered into the Progress Claim screen as the quantity multipled by $1.00.

Enter the unit rate. In this example, we will enter 1 to represent $1.00

Enter the approved quantity, in this example, we will enter this value as the approved amount.

Optional: Entering a forecast quantity pre-populates the Schedule Forecasting module. Enter the same figure as the Quantity field, or if you forecast a different figure to the approved figure, enter the forecasted figure.

Set the unit of measure to lumpsum.

Click "lump sum"

Click "Add"

Click "Save"

Naviaget back to "Variations" to link the Schedule to VAR-004

Click this icon.

Click the "Add items" button.

Select the relevant schedule.

Click "Add"

Change the variation status.

Click "Approved"

Enter the relevant variation details.

Link any relevant correspondence to the Variation.

Click the checkbox for the relevant correspondence.

Click "Ok"

Click "Save"

Alert! You can see in the image below, that the variation amount is listed as $0.00. We need to manually change this to ensure the Variation screen totals correctly.

Click here to edit the variation.

The quantity field is editable for "not lot based" variations. Enter the quantity in this field.

The quantity has now been entered.

Click "Save"

You can see that the Variation Amount is now showing the correct value and the total amount summed at the bottom is now correct.

Click "Progress Claims"

Expand VAR-004.

For "not lot based" variations, these are paid directly on the progress claim screen. The Qty field is editable.

Enter the quantity to be paid.

Clicking "Save" will save the payment for inclusion in the current periods payment certification.

Add a Lumpsum or Daywork (Not Lot Based) Variation

David Guinane
43 steps
2 minutes

Contrack

Navigate to [https://contrack.com.au/](https://contrack.com.au/)

Click "Contractual"

Click "Variations"

Click "Add Variation"

Enter the variation details.

Click the "Is Lot Based" field to unselect the checkbox. This means the Variation can be paid directly as a Lumpsum, without linking payment to a Lot.

Click "Save"

Click "Contract Admin"

Click "Schedule of Rates"

Click "Add Schedule"

Enter the schedule details.

Click the "Add" button.

Enter the schedue item number, in this case it will be VAR-004a for the month of October 2024, with future months being VAR-004b, VAR-004c etc.

Enter the item description, in this case it will be "Dayworks for the month of Oct 2024"

Enter the unit rate. In this example, we will enter 1 to represent $1.00

Enter the approved quantity, in this example, we will enter this value as the approved amount.

Set the unit of measure to lumpsum.

Click "lump sum"

Click "Add"

Click "Save"

Naviaget back to "Variations" to link the Schedule to VAR-004

Click this icon.

Click the "Add items" button.

Select the relevant schedule.

Click "Add"

Change the variation status.

Click "Approved"

Enter the relevant variation details.

Link any relevant correspondence to the Variation.

Click the checkbox for the relevant correspondence.

Click "Ok"

Click "Save"

Alert! You can see in the image below, that the variation amount is listed as $0.00. We need to manually change this to ensure the Variation screen totals correctly.

Click here to edit the variation.

The quantity field is editable for "not lot based" variations. Enter the quantity in this field.

The quantity has now been entered.

Click "Save"

You can see that the Variation Amount is now showing the correct value and the total amount summed at the bottom is now correct.

Click "Progress Claims"

Expand VAR-004.

For "not lot based" variations, these are paid directly on the progress claim screen. The Qty field is editable.

Enter the quantity to be paid.

Clicking "Save" will save the payment for inclusion in the current periods payment certification.