The Progress Claim List, Contract Variation List and Contract Summary reports will show the current status and the effects that variations have on a contract.
1. Ensure Contract Management is open
2. Click on Reports
3. Select Contract Management Reports
4. Select Progress Claim Certificates
5. Check the Report Type Listing option button
6. Select the Job and Contract
7. Click on Preview
8. Review the Report and print if required
9. Note that in this report there will be one line for each contract which will show Value Complete, Retention, Claim Value, Previous Claims, This Claim, Tax Amount, Amount Certified and Amount Remaining.
10. Close the print preview window
11. Close the
Progress Claim Certificate report window
You can now view the Contract
variation listing
12. Click on Reports
13. Select Contract Management Reports
14. Select Contract Variation Listing
15. Check the Report type Listing option button
16. Select the Job and Contract
17. Click on Preview
18. Review the Report and print if required
19. Note that with this report the variation reason, status, value, budgets, notes and commitments are printed
20. Close the print preview window
21. Close the
Contract Variation Listing report window
You can now look at the
Contract Summary report
22. Click on Reports
23. Select Contract Management Reports
24. Select Contract Summary
25. Check the Report Type Summary option button
26. Click on Preview
27. The committed values for approved variations are included on the Contract Summary Report where variations are not directly linked to a job, but still listed under a job related contract.
28. Review the report and print if required
29. This report was printed earlier after creating the original contract. Compare the changes now to the original report. You will note that this time there are values in the Approved and Unapproved Variations.
30. Close the report window
31. Close the Contract Summary report window