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Procore Support (en-au)

Configure Advanced Settings: Variations

Objective

To configure advanced settings for your project's Variations tool.

Background

The configuration settings for the project's Variations tool gives you the ability customise variation reasons, variation types and variation statuses.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Variations tool

Steps

You can perform the following configuration tasks:

Configure Variation Settings

  1. Navigate to the project's Variations tool.
  2. Click the Configure Settings  icon.
  3. Under Variation Settings, set up the following:

    change-order-settings.png
     
    • Show Line Items on Head Contract Variation PDFs
      • To show line items on PCCOs exported PDFs, mark this checkbox. 
      • To hide line items from PCCOs exported PDFs, remove the mark from this checkbox. 
    • Show Line Items on Commitment Variation PDFs
      • To show line items on an exported PDF for a CV, mark this check box. 
      • To hide line items from an exported PDF for a CV, remove the mark from this check box. 
    • Change Reason Behaviour 
      To modify the change reason behaviour always contact your Procore point of contact first. You have these options:
  4. Click Update.

Set User Permissions for the Variations Tool

If you have a small number of users, you might choose to manage user permissions to the project's Variations tool using the steps below. If you have a large number of users, it is recommended that you manage user permissions on Procore's project tools using permission templates. For instructions, see Manage Permission Templates.

  1. Navigate to the project's Variations tool.
  2. Click the Configure Settings  icon.
  3. Click Permissions Table.
  4. Set each user's permission for the tool according to your preferences.  
    •  Access
    •  No Access
      Note: To view a complete list of available tasks by permission level, see Permissions.
  5. When finished, click Back.

 

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