Skip to main content
All CollectionsProteus for Project Delivery
Work Breakdown and Variation Management
Work Breakdown and Variation Management

How to Manage your project work breakdown and how to create and manage a variation

James Gold avatar
Written by James Gold
Updated over 2 weeks ago

Budget

  • Depending on the billing type the budget will appear slightly different.

  • Reimbursable: This will display the cost and price for both the budget and actual, along with the remaining balance.

  • Fixed Price: This will display the Budget, cost and price, while only showing the actual cost, along with the balance.

  • Scrolling down will show a Graph similar to the one on the dashboard.

    • Reimbursable will show the Invoiced, WIP and what's Left.

    • Fixed Price will show the Balance and Actual.

  • You can select individual work packages to see a more in depth breakdown.

Progress

  • The Progress has 4 different units of measure;

    • Project Progress: Also called Physical or Actual progress. This is the actual work done for each work package as understood and updated by the project manager.

    • Planned Progress: Is the estimated actual progress for each Work Package. By default this is calculated linear however this can be more controlled with the baseline and forecasting feature. Create an intercom ticket to discuss activating this feature.

    • Budget Progress: For Reimbursable, the actual revenue / planned revenue. For Fixed Price, the actual cost / planned cost. This is updated on a weekly basis each Friday.

    • Timeline Progress: Is how far the project is from the start date to end date.

  • To update Project Progress, select a work package with resources then select the + button next to progress progress

  • Add the progress percent and date the select confirm.

  • The line graph will update accordingly

Deliverables

  • This is a list of each deliverable. Note you can only see the deliverables for each specific work package.

  • Select the Percentage complete of the deliverable to adjust the %

WP Details

  • If you need to make adjustments to the details for a work package, select the edit button in the bottom right.

  • Then make sure to save once details have been updated.

Variation Workflow

  • Navigate to Work Breakdown then select Variation

  • Select Create Variation then enter the Variation name

  • Select the WP you want to revise

    • Click the 3 dots then select Create Revision

  • This will allow you to make the required revision for the WP

  • When a revision has been made on a WP you can review the change(s) on the main summary and WP summary

  • The orange text indicates the impact of the revision

  • By selecting Variation applied you will also be able to review only the WPs that have been revised

  • After the revisions have been made you can change the status to indicate it being in review, this will prevent the ability to make further changes to the variation.

  • Only with draft status can changes be made to the variation

  • Once the variation has been client approved, only the Project Manager can change to status to Approved

  • After approved the orange text will change to green to indicate the approved changes

Did this answer your question?