Variance Reason Codes help you identify and document the reasons behind schedule changes in your activities. This guide explains how to add, manage, and search for these codes on the Canvas and Table views.
How to add Variance Codes to an activity on the Canvas
Select an activity and open the Progress Status Panel
If activity is in-progress or completed, you can see on the right side of the panel whether the activity is On Time, Early or Late. Below it, you can see the variance reasons field. Click on it to view the list of Variance Reason Codes
Toggle the reason codes to apply them
How to add Variance Reason Codes to an activity on the Table
Find the “Variance Code” column and click the activity cell to add a reason code
If the Variance Code column is not visible, add it from the tab header under "Updates." Learn more about Table here
Searching for activities with Variance Reason codes
Open filter in the top right
Select “Variance Code” condition
Toggle the codes and enable filter
Learn how to add new variance reason codes to the organization here