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How variations are automatically created from approved selection options
How variations are automatically created from approved selection options
Updated over a week ago

Variation created without an allowance linked to the selection set.

If a selection option has been costed and has been approved by the client/builder it will automatically create a variation with an approved status for the amount of the selection option cost. This variation will be displayed in the list of variations under Job Financials > Variations and refer to the relevant category for the selection option.

In this example, the client has approved an upgrade to more premium bathroom tiles. There is no allowance allocated to this selection, and a variation has been automatically generated and reflected in the job budget.

Variation created with an allowance linked to the selection set.

In this case, a variation will only be created if the total value of all approved selection options exceeds the value of the remaining amount of the linked allowance. This variation will be displayed in the list of variations under Job Financials > Variations and refer to the relevant category for the selection option.

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

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