Provisional Sums Index - Screen Guide

Provisional Sums Register

The Provisional Sums Register provides a central view of all provisional sums within a job, allowing users to track allowances, manage adjustments, and monitor financial impact.

Provisional sums represent estimated allowances within a contract that may change as more information becomes available.

Grid Overview

The register displays all provisional sums in a structured grid format with key columns:

PS Number – Unique provisional sum reference
Scope of Work – Description of the allowance
Site Instruction – Related instruction reference
Amount Submitted – Estimated or claimed value
Amount Approved – Approved amount
Client Number – External/client reference

Totals for submitted and approved amounts are displayed at the bottom of the grid.

Opening & Editing Provisional Sums

Select a row and click Edit to open the record
Loads the Provisional Sum Edit screen dynamically
Maintains job context and reference values

Navigation may occur without a full page refresh depending on user action.

Toolbar Actions

The toolbar provides key actions for managing provisional sums:

Create & Edit

Create a new provisional sum
Edit selected record

Delete & Refresh

Delete selected provisional sum
Refresh the grid

Export

Export to PDF
Export to DOCX
Export to RTF
Export to Excel (XLSX)

Pagination & Navigation

Grid supports paging for large datasets
Page size can be adjusted
Navigation controls allow movement between pages

This ensures performance remains efficient when handling many provisional sums.

Tips

Save page size and column width changes using the refresh button above the table
Regularly review provisional sums to track cost uncertainty
Compare submitted vs approved amounts for accuracy
Update provisional sums as scope becomes defined
Use export features for reporting and client updates
Ensure all records are clearly described for audit purposes