How are variation statuses in a package linked?
Answer
After creating multi-tiered variations for a client contract, commitment, funding or head contract, you will notice that Procore's default setting is to apply a cascading variation status. In Procore, a cascading variation status refers to Procore's default behaviour where the status of a lower-tier variation automatically mirrors the status of the higher-tier variation.
Examples
- If the Project Financials tool is using a two (2)-tier configuration setting, adding an 'Approved' potential variation to a newly created variation in the 'Draft' status also changes the potential variation's status to 'Draft'. From that point forward, all status changes made to the variation will also be reflected in the status of the potential variation.
- If the Project Financials tool is using a three (3)-tier configuration setting, status changes operate the same as above. The lower-tier potential variation and variation request mirrors the status of the variation.
To learn more about the different variation tiers, see What are the different variation tiers in Project Financials?
Request to Disable the Cascading Variation Status Setting
If your project team wants to disable the cascading change order setting, your company's Procore Administrator or a user with 'Admin' level permissions on a project's Commitments tool must submit a request to your company's Procore point of contact. Your Procore point of contact can disable this setting on a per-project basis. When this setting is disabled, Procore allows your lower-tier change orders to have a different status from the highest-tier change order until the highest-tier change order is set to 'Approved.' However, to add a potential change order to a higher-tier change order, a potential change order must be in a non-approved status.
Example
A potential variation (that has been linked to a higher-tier commitment variation) can be changed to the 'Approved' status while the commitment variation is in the 'Pending' status.