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Link a Program of Values Item to a Change Event Line Item

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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:

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

Steps

Link a Commitment's SOV Line Item to a Change Event Line Item

  1. Navigate to the project's Commitments tool.
  2. Locate the commitment that you want to link and click Edit. 
  3. Click Program of Values.
  4. 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. 
  5. Under Add Line Item, select the appropriate line item from the Change Event Line Item drop-down list. 
  6. 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. 
  7. Click Save. 

Link a Variation's SOV Line Item to a Change Event Line Item

  1. 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. 
  2. Click Variations.
  3. Click Edit next to the Variation with the line item you want to link to a change event.
  4. Click Program of Values.
  5. Click Edit.
    Note: Procore will restrict you from editing the variation if there one or more variations in the Approved status. 
  6. Under Add Line Item, select the appropriate line item from the Change Event Line Item drop-down list. 
  7. 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. 
  8. Click Save. 

 

If you would like to learn more about Procore’s change events management software and how it can help your business, please visit our construction change order product page here.