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How do I add a variation (change order)?

Open the budget's Change Orders page, click Add New, fill in the details and click Add. A change order adds extra hours and money on top of the budget without changing the original figures.

What a variation is​

  • Extra work added after the budget is set, for example when the client asks for more.
  • In Swift Checkin, variations are called Change Orders.

Steps​

  1. In the left menu, under Finance, click Cost Management, then Budgets, and pick the project.
  2. In the budget table, click ... on the budget's row and choose Change Orders.
  3. Click Add New. The Add Change Order panel opens.
  4. Fill in Name (2 to 50 characters), Description (2 to 200 characters), Quantity (extra hours) and Unit Cost (hourly rate). All are required.
  5. Click Add. You'll see New budget change order created successfully.

Good to know​

  • Use a change order whenever the work changes, because a budget's Quantity and Unit Cost can't be edited.
  • Once a budget has a change order, the Budget Amount card shows the original amount plus change orders, and the budget table shows a Change Orders column.
  • Project member users can view change orders but don't see the Add New button.

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