NAVIGATION

1. From the Main Menu, click Administrators/Contract Instructions
   OR
   From the Main Menu, click Project Lists.  Click next to project in list, click Project Home button.  Note:  The project's home page will display.

2. On the dropdown menu, click Procurement/Contract Instructions.
   Note: The project's contracts will list in the display view.

3. Click next to Contract Number/Name/Role in display view list.
   Note: The contract's VOs and CMs will list in the details view with the 1st line of the description, date last modified & $ value.

Create a New Variation Order

This function enables a new variation order to be created.

When there are 10 or more items to select from a list, the 'Filter by' box will display.  'How to use Filter By'
 

1. Click New at the bottom of the list in the details view.  Note:  A popup window will display requesting the contract instruction type.

2. Click next to Variation Order, click Select or Cancel to close the window.  Note: The blank Variation Order will display in details view.

1. Enter primary consultant Reference Number in .

2. Select Status from the .

3. Enter the Authorised Date (the date the VO was authorised) by either clicking on and selecting date or enter date in .
   Note: The system will automatically insert today's date if left blank after clicking Save.

4. Select the person who authorised the VO from the Authorised By .

5. Enter the Summary Description in the .  
   Note: The first line of the description will appear in the contract instructions list.

6. Select Cause from the .  If 'Other' enter cause in .

7. Select Discipline from the .

8. Enter Estimate Value (excluding GST) in box.

9. Enter Contractor's Claim (excluding GST) in box.

10. Enter Approved Value (excluding GST) in box.
    Note:  GST $ Value & Total $ Value is automatically calculated and displayed after Save is clicked for 12, 13, 14).

11. Select Funding Source from the .  If 'Other', enter funding source in .

12. To Add an Attachment, click Browse to locate file (e.g. documents, drawings etc).  A Choose File dialogue window will display.  Use the Look In to locate the directory and document/file.

13. Click on the file name, click Open to select file location and name.
    Note: The open attachment image, name of file and a remove box will display under the Browse button after you have clicked Save.  Repeat steps 12 and 13 to add another attachment.

14. Click Save.
    Note:  Variation order will save and display in the details view with VO number, GST value, total value calculated and attachment file names.  If you did not click Save, all changes will be lost.

15. Click List to go back to contract instructions list.

Navigation Buttons & Screen Items

Business Rules