You When generating a progress claim for a particular job, you are able to add Variation to an existing job and have the option to update the existing job. If you are generating progress claim for that particular job, you a variation (additional works not part of the original quote) to the job and have the option to include add the variation details as well. on your progress claim document.
To make it possible, you must first update your progress claim template and then generate a new claim after adding a variation.Updating Progress Claim Templateby adding the variation table and merge fields so that the moment you add a new claim, the variation details will automatically populate on the progress claim document.
See image below as an example of the progress claim template showing the table for variation details in yellow highlight.
See image below as an example of a job with a variation added and such variation details automatically appearing in the Progress Claim Sections.
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Providing that you've already updated your progress claim template by adding the table and merge fields related to variations, the moment you click + Create New Claim, variation details will automatically appear and will also show once you've downloaded the progress claim template. |
See image below as an example of a progress claim document showing the variation details in a separate table.
Updating Progress Claim Template
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