Approve or Reject Commitment Variations (CCOs)

Objective

To approve or reject a Commitment Variation (CV) as its 'Designated Reviewer.' 

Background

A Commitment Variation (CV) details a potential change in costs that affects the original commitment contract. When you create a CV, you can assign another project user as the 'Designated Reviewer' for that CV. Only one (1) Procore user can be assigned as the 'Designated Reviewer' on a commitment. In addition, before the reviewer can submit an 'Approve' or 'Reject' response, the CV must be placed into the Pending - In Review or Pending - Revised status.

Things to Consider

• Required User Permissions:
  • To approve or reject a CV, 'Standard' level permissions on the project's Variations tool and added as the 'Designated Reviewer' on the CV. 
  • To view a CV marked as private, 'Standard' level permissions on the project's Commitments tool and added a member of the 'Private' drop-down list on the purchase order or subcontract.
• Additional Information:
  • Only one (1) user can be assigned as the 'Designated Reviewer' on a purchase order or subcontract. 
  • The 'Designated Reviewer' must submit an Approve or Reject response in the Procore web application.
  • The 'Designated Reviewer' cannot submit a response to a CV from the Procore email notification. 

Prerequisites

• Place the CV into the Pending - In Review or Pending - Revised status. See Create a Commitment Variation (CV).

Steps

1. Locate the pending CV that requires your response. Here are ways to find it:
   • If you are the designated reviewer, click the link in the email notification.
     Note: To receive the email notification, the project's admin must forward it by clicking the Email button on the variation. See Email Forward a Variation.
   • Navigate to the Procore home page and click the link in the 'My Open Items' area.
   • Navigate to the project's Variations tool, open the desired variation, click the View button next to the variation. You must be granted the permissions above to see the link. 
   • Navigate to the project's Commitments tool, open a purchase order or subcontract, click the Variations tab and click the View button. You must be the 'Designated Reviewer' to submit a response. 
2. Enter a response and click Reject this CV or Approve this CV. 
   
   

    Notes

   After you provide a response:

   • Procore sends an email notification with your response to the user who created the CV.
   • Procore populates your name in the 'Reviewer' field on the CV. 

See Also

• Create a Commitment Variation (CV)