Variation exposure becomes difficult to control when instructions, quotations, assessments and approvals are maintained in separate email threads. This free workbook provides one register for the commercial status and document trail of each change.
Download the variation register
What the workbook contains
- Instructions: recommended workflow, amount convention, statuses and limitations
- Variation Register: 100 prepared rows for instruction, notice, quotation, submitted, assessed and approved information
- Cost Summary: original contract sum, submitted, assessed and approved variations, forecast contract sum and variation percentage
- Supporting Documents: references for instructions, drawings, quotations, measurements, approvals and correspondence
Recommended variation workflow
- Create a potential variation entry when a change is identified; do not wait until the price is agreed.
- Record the instruction reference, date, originator and changed scope.
- Check the contract for notice, authority and valuation requirements.
- Link drawings, specifications, site records, quotations and measurements.
- Preserve submitted, assessed and approved values in separate columns.
- Reconcile approved values against progress claims and the latest contract sum.
- Close the entry only when its final-account treatment is recorded.
Submitted, assessed and approved amounts are different
A contractor's quotation or claim is not automatically the approved value. Keep the original submission visible, record the current assessment separately and enter an approved value only when the authorised project process is complete. This creates an audit trail and avoids reporting one changing figure without context.
Documents to connect to each variation
- Architect's, engineer's or contract administrator's instruction
- Revised drawings, specifications and schedules
- Contractor or subcontractor quotation
- Quantity measurements and rate build-ups
- Site records, photographs and delivery documentation
- Notice and contractual correspondence
- Assessment, negotiation and approval records
- Progress-claim and final-account references
Important contractual limitation
The workbook does not determine whether an instruction is a contractual variation, whether notice was valid or how the change must be valued. Those questions depend on the particular contract and facts. Obtain appropriate quantity surveying and legal advice where entitlement, time or interpretation is disputed.
Use the register with monthly reporting
Reconcile the register at each reporting cut-off. Separate approved changes from pending quotations and forecast exposure. Check that omissions are recorded as negative amounts and that the current contract sum agrees with certificates, claims and the final-account reconciliation.
Related guidance: construction variation assessment, progress claim assessment and final account preparation.
Share the current version
Contractors, consultants and construction educators may link to this page when sharing variation-management guidance. Please link to this page rather than uploading a separate workbook so readers receive the current version and limitations.
Need help assessing or reconciling variations?
Share the contract, instructions, quotations, measurements, correspondence and current register. YuHuang can review entitlement records and valuation on the project facts.
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