Create Head Contract Variations

Follow these steps to manage and document contract scope changes efficiently. This guide streamlines workflow, ensures accurate records, and facilitates budget updates. It's vital for contract management to minimize errors and enhance communication during approvals.

Step By Step Guide

1. Click "Finance" on the Plexa Dashboard

2. Click "Head Contract" Icon in the Finance Menu

3. Click "HEAD CONTRACT VARIATIONS"

4. Create Variation

• Click "CREATE A VARIATION"

• Click the "Variation Description *" field.

• Click the "Scope of works *" field.

• Click the toggle if the variation "Effects Key Milestone Dates"

• Then enter a "Description"

• Click toggle if the variation "Requires Authority Approval"

• Then enter a "Description"

• Click toggle if the variation "Requires Re-Design"

• Then enter a "Description"

• Add any attachments relevant to the variation via the "Drop & Drag" function

• Click "Add Item" to add line items to the variation.

• Click the Ellipsis icon to add any headings.

• Click "ADD ITEM" Select an option if applicable.

• Click the "Description" field.

• Enter the "Quantity" field.

• Enter the "Unit" field.

• Enter the "Rate" field.

5. Search for Cost Code

• Select a cost code you want to allocate this variation to if approved.

• Click "Select"

• Click "% Add Margin" to add any margin to the variation.

• Enter the "Margin Percentage" field.

• Click "SAVE" OR

• Click "Save as a Draft" to save this variation as a draft to be editable at a later date.

• Click "In Review" to Edit the variation, Approve or Reject the Variation.

• Select an Option. EG Edit, Approved, Reject

Video Tutorial

For a visual guide, please watch the tutorial below