Link a Program of Values Item to a Change Event Line Item
Objective
To link a Program of Values (SOV) line item on a Commitment, Commitment Variation (CV), or Head Contract Variation (Head PV) to a line item on a change event.
Background
There are two (2) ways to link an existing variation or a commitment to a change event line item:
- Use the Bulk Actions menu option to create a variation or commitment line item from the change event. First, add a change event line item to commitment or a variation while it is in an unapproved status. For commitments and commitment variations, see Add a Change Event Line Item to an Unapproved Commitment or Add a Change Event Line Item to an Unapproved Commitment VAR. For head contract variations, see Add a Change Event Line Item to an Unapproved Head PV.
- Use the Steps below to link an SOV line item to a change event line item. You can use the steps below to create a link between an SOV line item on a commitment, commitment variation or head contract variation to a change event line item. See Link a Program of Values Item to a Change Event Line Item or Link a Program of Values Item to a Change Event Line Item.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool
OR - 'Admin' level permissions on the project's Variations tool
- 'Admin' level permissions on the project's Commitments tool
Prerequisites
Steps
- Link a Commitment's SOV Line Item to a Change Event Line Item
- Link a Variation's SOV Line Item to a Change Event Line Item
Link a Commitment's SOV Line Item to a Change Event Line Item
- Navigate to the project's Commitments tool.
- Locate the commitment that you want to link and click Edit.
- Click Program of Values.
- Click Edit.
Note:
Procore will restrict you from editing the commitment when the following is true:- There are one or more variations in the Approved status.
- One or more progress claims have been created for the commitment.
- Under Add Line Item, select the appropriate line item from the Change Event Line Item drop-down list.
- Enter the following information:
- Cost Code. The cost code from the change event will populate.
- Description. Enter a description for the line item.
- Type. The type from the change event will populate.
- Amount. Enter the amount for the line item.
- Click Save.
Link a Variation's SOV Line Item to a Change Event Line Item
- Navigate to the appropriate tool:
- If you want to link a Head Contract Variation, navigate to the Head Contract tool.
OR - If you want to link a Commitment Variation (CV), navigate to the Commitment tool.
- If you want to link a Head Contract Variation, navigate to the Head Contract tool.
- Click Variations.
- Click Edit next to the Variation with the line item you want to link to a change event.
- Click Program of Values.
- Click Edit.
Note: Procore will restrict you from editing the variation if there one or more variations in the Approved status. - Under Add Line Item, select the appropriate line item from the Change Event Line Item drop-down list.
- Enter the following information:
- Cost Code. The cost code from the change event will populate.
- Description. Enter a description for the line item.
- Type. The type from the change event will populate.
- Amount. Enter the amount for the line item.
- Click Save.