This release brings more flexibility to how you manage variations to a Schedule of Rates, gives evaluation teams direct access to the request documents they need.
๐ Editable Schedule of Rates in Variations for Advanced Contract Management
Until now, a variation to a contract with a Schedule of Rates was posted as a single aggregated line for the whole variation amount, which didn't reflect the reality of multi-deliverable changes and made cost tracking harder than it needed to be. You can now edit the full Schedule of Rates directly within a variation, exactly as you would on the contract record itself.
What's new:
- Full row-level editing: Add, edit, and delete schedule rows inside the variation. Those changes are captured as the variation's history record and flow through to the contract on submission.
- Clearer link to contract value: The schedule of rates and the contract value are deliberately kept separate. The schedule is what claims draw down against, while the contract value is what your approvals key off. To make that relationship obvious, ticking "Variation to schedule of rates" now automatically ticks "Variation to contract value" as well. This doesn't change any figures for you; it's simply a prompt that adjusting the schedule does not flow through to your approved contract value. A prominent info box shows the schedule adjustment total and reminds you to enter a contract value change separately if the variation affects it. If it doesn't, for example, you're funding the change from existing contingency, you can simply untick "Variation to contract value" and carry on.
- "Cap at claimed" action: A new row action lets you close a line down to what has already been claimed, with an on-screen legend explaining how it works.
๐ Request Documents in Advanced Evaluations
Evaluation chairs and evaluators previously had no way to see the request-package documents (the spec, terms, and supporting files that went to market) from within an evaluation. This release surfaces them where they're needed.
For evaluation chairs:
- A new Request Documents section on the Responses tab shows the GtM request-package documents.
- Chairs can assign request documents to teams or users using the same mechanism as response documents.
- The existing documents section is now clearly labelled Response Documents to keep the two distinct.
For evaluators:
- A new Request Documents section sits above the respondent list, giving evaluators access to the request spec, terms, and supporting documents.
- A Download All button lets evaluators grab every request document in one go, rather than one file at a time.
Alongside these features, we've fixed a number of bugs and made a series of behind-the-scenes consistency and styling improvements across CORE forms to keep the experience tidy and uniform.