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Add a Change Event Line Item to an Unapproved Head Potential Variation

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Objective

To add a change event line item to unapproved potential variation for a head contract.

Background

If the Project level Head Contracts tool is configured with the 2-tier variation configuration setting (see What are the different variation tier settings in Project Financials?), you must perform the Steps below before you can create a head contract variation. 

 Tip

When do I create a potential variation? Procore recommends creating a potential variation only for any change event line item that is set to 'Out of Scope' and requires your client's or project owner's approval to proceed.

Note: If your project team is using Procore's Request for Quote (RFQ) feature, you can create a potential variation either before or after a response is submitted for an RFQ has been responded to. However, if you wait until after an RFQ response is submitted, Procore automatically populates the potential variation's Schedule of Values (SOV) with data from the RFQ. 

When you create a potential variation, Procore can also be configured to automatically populate its SOV with the Rough Order of Magnitude (Revenue ROM) values. If you choose to hide the Revenue ROM feature, the value depends on the scope assigned to the change event:

  • For In Scope or TBD change events, the potential variation populates with $0.
  • For Out of Scope change events, the potential variation populates from the RFQ. The RFQ must be in the Pending Final Approval status. If there is no RFQ, the system populates from the 'Cost ROM' value. 

Things to Consider

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

Steps

  1. Navigate to the project's Change Events tool.
  2. Select one or more change event line items. You can select line items from multiple change events.
  3. Click the Bulk Actions menu. Then choose Add to Unapproved Head PCO and select the unapproved head potential variation from the list. 
    add-to-unapproved-prime-pco.png

Procore automatically creates the line items on the potential variation's SOV using the selected change event line items.