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How Variations Are Automatically Created from Approved Selections

Stay on budget and openly track selection costs

Updated over a week ago

Variation Without an Allowance

Once a selection option has been costed and approved by the client, a variation is automatically created with an Approved status for the amount of the selection option cost. This variation can be viewed under Job Financials > Variations.

Variation With an Allowance

A variation is only created when the total value of approved selection options exceeds the remaining balance of the linked allowance. It will appear under Job Financials > Variations and reference the relevant cost category. 

If the value of the selections does not exceed the allowance, the unallocated allowance balance will remain in the cost category.

Learn how to link an allowance to a selection set in this article.

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