Before you create a contract or funding with an upstream collaborator (see What is an upstream collaborator?) in your project, a user with the required user permissions should configure your project's variation tier setting. This allows you to define how to manage the upstream variation approval workflow for these Project Financials tools:
The name of the Procore tool in your environment depends on the language and point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
When configuring the number of variation tiers, a user with 'Admin' permission on the appropriate can choose between three (3) different tier settings. See What are the different variation tiers in Project Financials?
If you are an upstream collaborator for the company managing the contract in Procore, you may be granted the appropriate permissions to approve variations for one (1) of the Procore tools listed below (only when the tool is configured to use the two (2) or three (3) tier variation setting).
| Project Tool | To send a variation to an upstream collaborator for approval, see... | If you are an upstream collaborator who must approve a variation, see... |
|---|---|---|
| Client Contracts | ||
| Funding | ||
| Head Contracts |