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Variations

Procore's Change Orders tool streamlines and improves critical steps in the otherwise manual change management process so no potential cost impact slips through the cracks. See how easy this tool makes it to facilitate faster approvals, streamline communication, and eliminate the need to proceed at risk—without paper and time-consuming trips from the worksite to the back office.

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Configuration Tasks: Change Orders Tool
Configuration Tasks: Project Financials Tools
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To browse and search all Procore training videos, visit our video library.

Web

Create a Change Event - General Contractor
 
Create a Change Event - Owner
 
Create a Change Event - Specialty Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Commitment Change Order - Owner
 
Create a Commitment Change Order - Specialty Contractor
 
Create Bulk Commitment Variations from a Change Event
 
Create a Head Contract Change Order - General Contractor
 
Create a Funding Change Order - Owner
 
Create a Client Contract Change Order - Specialty Contractor
 
Create a Head PCO - Owner
 
Review PCCOs - Owner
 
Create and Send RFQs
 
Create and Send RFQs - Owner
 
Respond to an RFQ - Owner
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Variations
 
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Client Contract CO - Specialty Contractor
 

Speciality Contractor - Create a Client Contract VAR

 

Create a Head PV

 

Owner - Respond to an RFQ

 

Owner - Review Head Contract VARs

 

Owner - Create and Send an RFQ

 

Create an RFQ

 

Owner - Create a Head PV

 

Speciality Contractor - Create an CV

 

Owner - Create an CV

 

Create an CV

 

Site Worker - Add a Line Item to a Change Event (Mobile)

 

Site Worker - Create a Change Event (Mobile)

 

Owner - Create a Change Event

 

Speciality Contractor as a Client - Create a Change Event

 

Create Change Events

 

Speciality contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Commitment Variation (CV)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor - Create a Commitment Variation (CV)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Commitment Variation (CV)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Head PV

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update Variations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality contractor as Client - Create a Head PV

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Head PV

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review Head Contract VARs

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Approving or Rejecting a Variation

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Sending a Variation For Approval

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Head Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Head Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Head Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Head Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Head Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Variations
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Add a Line Item to a Change Event (Mobile)

 

Site Worker - Create a Change Event (Mobile)

 

Create Change Events

 

Create a Head PV

 

Create an CV

 

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Head Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Variations
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Change Events

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Head PV

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an CV

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Head Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Head Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Change Event

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Commitment Variation

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Head Contract Variation

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Change Event - Owner
 
Create a Change Event - Specialty Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Commitment Change Order - Owner
 
Create a Commitment Change Order - Specialty Contractor
 
Create Bulk Commitment Variations from a Change Event
 
Create a Head Contract Change Order - General Contractor
 
Create a Funding Change Order - Owner
 
Create a Client Contract Change Order - Specialty Contractor
 
Create a Head PCO - Owner
 
Review PCCOs - Owner
 
Create and Send RFQs
 
Create and Send RFQs - Owner
 
Respond to an RFQ - Owner
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Variations
 
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Client Contract CO - Specialty Contractor
 

Speciality Contractor - Create a Client Contract VAR

 

Create a Head PV

 

Owner - Respond to an RFQ

 

Owner - Review Head Contract VARs

 

Owner - Create and Send an RFQ

 

Create an RFQ

 

Owner - Create a Head PV

 

Speciality Contractor - Create an CV

 

Owner - Create an CV

 

Create an CV

 

Site Worker - Add a Line Item to a Change Event (Mobile)

 

Site Worker - Create a Change Event (Mobile)

 

Owner - Create a Change Event

 

Speciality Contractor as a Client - Create a Change Event

 

Create Change Events

 

Speciality contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Commitment Variation (CV)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor - Create a Commitment Variation (CV)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Commitment Variation (CV)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Head PV

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update Variations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality contractor as Client - Create a Head PV

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Head PV

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review Head Contract VARs

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Approving or Rejecting a Variation

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Sending a Variation For Approval

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Interactive Task-based Workflow

The Variations tool uses the workflows defined for the Change Events tool. See Workflows.


Variation Tiers

The steps that you use to create a variation depend on the variation tier setting configured on the Procore project tool used to create the original contract. To learn more, see What are the different variation tier settings in Project Financials?

 

Variations

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add a Related Item to a Commitment Variation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Related Item to a Head Contract Variation       icon-mindtouch-table-check.png
Approve or Reject Commitment Variations 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Variations       icon-mindtouch-table-check.png
Create a PDF of a Variation   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Variation 2       icon-mindtouch-table-check.png
Email Forward a Variation     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Respond to Commitment Variations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Variations 3,4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 To perform this task as a user with 'Standard' level permissions on the Variations tool, you must be the 'Designated Reviewer' on the variation. See Create a Commitment Variation.

2 Users with 'Admin' level permissions on the project's Variations tool must be granted additional tool permissions: (1) To edit a Commitment Variation (CV), 'Admin' level permissions on the project's Commitments tool, and/or (2) to edit a Head Contract Variation (HCV), 'Admin' level permissions on the project's Head Contracts tool. Additional factors may also apply. For details, see Edit a Variation.  

Users with 'Read Only' or 'Standard' level permissions on the project's Variations tool can view variations for contracts not marked 'Private.' If a contract is marked 'Private,' users must be added to the 'Private' drop-down list on the contract.

4 Users with 'Admin' level permissions to the project's Variations tool can also view variations for contracts not marked 'Private'. If a contract is marked 'Private', users either be (A) added to the 'Private' drop-down list on the contract or (B) assigned  'Admin' level permissions on the Commitments and/or Head Contracts tool. 

Admin Tool

The following table highlights which user permissions are required in the project's Admin tool to perform the described user action.

Task None Read Only Standard Admin
Enable the Variations Tool       icon-mindtouch-table-check.png

 

Below are the notable changes to the project's Variations tool. 

Recent Changes

No recent notable changes.