Adding a client change

A variation records a project change with a description and amount. New variations are added as Pending, then move forward through client approval or direct approval depending on the workflow used by your team.

Approved variations increase the project contract value. Deleted variations are removed from the project record, so review the description, amount and client context before removing one.

Approval and payment status

• Pending variations are waiting for approval.
• Approved variations count toward the project value.
• Variation payment status can show unpaid, pending or paid.
• Linked invoices and payments help the team reconcile the variation value.

Client portal variation review

Approved project portal workflows can present variations to the client for review and signature. When a variation is accepted and paid through the portal, Fencify records the payment status and keeps the variation linked to the project.