Edit a Variation in Portfolio Financials

Objective

To edit a variation that was added to the Contract Room in Portfolio Financials.

Background

The Contract Room is a shared portal where vendors can submit variations and payment applications directly to the project team for approval throughout the duration of the project. The Variations tab of the Contract Room is where variations can be added, managed and reviewed.

Things to Consider

• Required User Permissions:
  • 'Vendor' access to the project or higher.
    Note: Users with 'Vendor' or 'Limited' access can only edit a variation that they have added. If you are a vendor needing to edit your variation, see Can I edit my variation or payment application in Portfolio Financials?
• Additional Information:
  • Payment Applications must be in a Pending state in order to be edited. If a payment application was submitted by the vendor team, it can only be edited by the vendor team.

Steps

1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker. 
   Note: Cost items with a Contract Room are marked with a ribbon  icon.
2. Click the Variations tab.
3. Click the variation you want to edit.
4. Click the vertical ellipsis  icon and select Edit.
   
   
    
5. Make any necessary updates to the VAR Overview and Documents sections.
6. Click Save.

See Also

• Add a Variation in Portfolio Financials
• View the Contract Room in Portfolio Financials