Provisional Sum Edit Screen

Screen Overview

• Uses a tab-based interface for navigation
• Loads content dynamically without full page refresh
• Maintains context using job and record identifiers

Tabs Overview

• Details
• Notes
• Activity Log

Details Tab

• Provisional Sum Number - System generated number cannot be modified, if you wish to maintain continuity do not delete older psums or you will lose the number, instead delete the detail rows in the table. 
• Created Date - Defaults to todays date can be adjusted as required
• Client Number - Any client reference you may want to include
• Specification - Site Instruction - Scope of Work - Information fields you can use as required 
• Approval Process - If set up you can use the approval process in provisional sums for internal and external approval

Details table

Operates similar to most other tables in the program with one exception, the Provisional Sum column is used to select provisional sums that were assigned to the job from the estimate stage. 

In this column you should select the provisional sum you are trying to draw down from, when you select a trade in the trade column this will take the money from the provisional trade and assign it to a real trade when the provisional sum gets approved. 

If the provisional sum you are trying to use has no value left you'll no longer be able to use that line, you will need to select the corresponding 'overspend' line for any amounts over an above the original allocation.

Notes Tab

• Internal comments
• Clarifications or assumptions
• Communication history

Activity Log Tab

• User actions and edits
• Status changes
• Timestamps of updates

Tips

• Complete the Details tab before navigating to others
• Use Notes to capture assumptions and clarifications
• Review Activity Log for audit and tracking
• Use approval process to get confirmation
• Ensure submitted and approved values are accurate before progressing