Create a New Subcontractor Variation

How to Create a Subcontractor Variation

This guide outlines the process for creating subcontractor variations in Plexa, enabling streamlined project scope management. It ensures effective communication with subcontractors and maintains accurate financial records. Key options include requiring authority approval or redesign, aiding in compliance and project timelines. An essential resource for subcontractor management.

Step By Step Guide

1. Click "Finance" on the Plexa Dashboard

2. Click "SC Variations" in the Finance Menu

3. Create New Variation

• Click "Create New Variation"

• Enter the "Variation Description *" field.

• Select the Subcontractor in the "Created By" dropdown

• Click and Select "Subcontract" being varied from the dropdown

• Click and select "Assigned CA" from the dropdown

• Enter details in the "Scope of Works" field

• Click the relevant toggle eg "Effect on Key Milestone Dates" etc

4. Use the "Drag & Drop or Browse" option to upload documents

5. Add Item

• Click "Add Item"

• Click the "Description" field and enter details

• Enter the Quantity in the "QTY" field

• Enter the unit in the "Unit" field

• Enter the "Rate" field

• Select "Cost Code" from the dropdown

• Click "Add Item" to add more Items (if required)

7. Click "SAVE"

Video Tutorial

For a visual guide, please watch the tutorial below