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Add a Change Event Line Item to an Unapproved Commitment VAR

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Objective

To add a change event line item to an unapproved commitment variation.

Background

If the Commitments tool is configured with the 2-tier variation setting, you can add a change event line item to a commitment potential variation when the potential variation is in an unapproved status. You can then create a commitment variation using the Commitments tool. To learn more about variation tiers, see What are the different variation tier settings in Project Financials?

You can add a change event line item to a commitment variation either before or after the Request for Quote (RFQ) has been responded to. If you wait until the RFQ has been responded to, the Schedule of Values on the commitment variation populates with amounts from the RFQ. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Change Events tool. 
      AND
    • 'Admin' level permissions on the project's Commitments tool.
  • Additional Information:
    • You can only add change event line items to commitment variations that do not have the status of 'Approved.' 

Steps

  1. Navigate to the project's Change Events tool.
  2. Select the change event line items you want to add to an unapproved commitment variation.
    Note: You can select line items across multiple change events.  You can also use the Filter drop-down to filter by vendor. 
  3. From the Bulk Actions drop-down menu, select Add to Unapproved Commitment VAR.
    Note: If your project is integrated with ERP, you will not see this option in the drop-down menu. See Link a Schedule of Values Item to a Change Event Line Item.
  4. Select the unapproved commitment variation you want to add the change event line item to.
    Note: Additional Schedule of Values line items will be created from change event line items. 
    add-to-unapproved-commitment-co.png