If your project requires a variation that you need the client to sign off on before starting, you can raise a variation quote from within the project.
From your project's Quick Actions menu, click Actions and select Create Variation Quote.
WorkGuru will display a new quote screen, automatically assigned to a project group created from the main project. Complete the quote by entering the variation tasks/products and save and issue as per the normal quote workflow.
The variation quote is now visible in the newly created project group.
From the project group you can accept the quote and it will be added to the project group. The variation project can be scheduled, staffed, managed, completed and invoiced as per normal project management functionality. The Project Group allows you to manage the original project and any variations centrally, and will display the overall reporting for original project and the variation.
Variations can be invoiced independently or with the original project depending on the invoicing workflow.
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