We now have a variation quoted through “Project, Actions, Create Variation Quote”:
Quote VO456
Task A: 7hrs
Product E: 15no (which replaces Product D)
We want to update the Project and Variation Orders such that for the entire project:
Task A now should be 12hrs (split as 5hrs for P123 and 7hrs for VO456)
Do not order Product D
Order Product E
But we need to continue to show everything as it stands include the VO because the client signed off on P123, and is now accepting VO456 which needs to be reported separately. We cannot be deleting or changing lines from P123 and/or VO456. It is imperative to retain the history as we need to be able to show “Here’s the original Project and here are the VOs”. Projects and VOs are sacrosanct.
For the monthly claim, we need to show P123 and its completion status and VO456 and it’s completion status, but separately.
To make it easy, we need the workers to clock time against "Task A", not "Project P123, Task A" and "VO456, Task A" because "Task A" is the same, in both.
It was suggested that we print a project document template of the original line items - then upload that document to the project for record keepings sake. Then change the items as needed, print another document template which shows the changes and then upload that to the project files as well - rinse and repeat for however many changes that the project goes through. This is not a workable solution for us.
Hi
Imagine we have a project which is:
Project P123
We now have a variation quoted through “Project, Actions, Create Variation Quote”:
Quote VO456
We want to update the Project and Variation Orders such that for the entire project:
But we need to continue to show everything as it stands include the VO because the client signed off on P123, and is now accepting VO456 which needs to be reported separately. We cannot be deleting or changing lines from P123 and/or VO456. It is imperative to retain the history as we need to be able to show “Here’s the original Project and here are the VOs”. Projects and VOs are sacrosanct.
For the monthly claim, we need to show P123 and its completion status and VO456 and it’s completion status, but separately.
To make it easy, we need the workers to clock time against "Task A", not "Project P123, Task A" and "VO456, Task A" because "Task A" is the same, in both.
It was suggested that we print a project document template of the original line items - then upload that document to the project for record keepings sake. Then change the items as needed, print another document template which shows the changes and then upload that to the project files as well - rinse and repeat for however many changes that the project goes through. This is not a workable solution for us.
Thanks,
Mark
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