Job Trades Details - Screen Guide

Job Trade Detail (Budget Line Items)

The Job Trade Detail page provides a detailed breakdown of all line items within a selected trade, including contracts, purchase orders, variations, and cost allocations. This is where users manage the financial components that make up each trade budget.

Navigation & Access

Open a job
Select Job Trades
Double-click a trade or click Open

This opens the detailed budget view for that trade.

Trade Selection Panel

A selection panel on the left allows users to quickly navigate between trades, without having to leave the detail view.

Selecting a trade loads its associated budget line items.

This trade list can be hidden with the left facing arrow if a user requires more space or is using a smaller screen.

Grid Overview

The main grid displays detailed line items contributing to the trade’s budget:

Column	Description
BOM Ref	Bill of Materials reference if applicable
Description	Item description
Item #	Item identifier if using priced items
VO	Associated head contract variation
PO/Contract	Linked purchase order or subcontract
Cost Code	Cost classification
Reference	Reference code
Quantity / Units	Measured quantity and unit type
Rate	Unit rate
Extension	Total value (Qty × Rate)
Tax Code	Applicable tax (e.g. GST)

Toolbar & Actions

Copy Down – Used to copy data from cell above into cells below (to next header line)
Refresh – Reload data
Export – Export grid data
Priced Items – access and insert items from price list
Other Functions – Advanced actions

Available other functions include:

Create contract - select a line and create a contract from that detail row
Create purchase order (PO) - select a line and create a purchase order from that detail row
Select existing contract or PO - assign a line to an existing subcontract or purchase order
Split budget lines - split one line in the budget into multiple lines
Delete change - remove budget split (if a user has not already assigned the split lines to transactions)
Remove line from subcontract or purchase - remove the link to the associated contract/purchase
Create variations (positive or negative) - create a head contract variation using the selected lines (positive or negative)
Create email from selected rows - Create a quick email with the selected lines in a table (good for supplier quotes)

Variations & Contracts

Each line item can be linked to:

Subcontracts (SC)
Purchase Orders (PO)
Variations (VO references)

The link itself doesn't affect anything outside of this budget page showing you which transaction it is linked to, it's mainly for convenience and a quick reference to see perhaps what may still need to be sent to a supplier.

Editing & Change Management

Edit values directly in the grid
Preview changes before saving
Save or cancel changes
Validation errors are displayed for invalid inputs

Pagination & Display

Multi-page grid (e.g. Page 1 of X)
Adjustable page sizes (10–500 rows)
Large datasets supported

Supporting Tools

Additional features include:

Email creation with attachments directly from selected rows
File selection and document linking
Supplier and pricing data lookup

Tips

Link line items to contracts or POs for accurate tracking
Validate quantities and rates before saving
Use bulk actions to improve efficiency
Regularly review negative values or reversals