(Beta) View a Client Contract's Variations
Objective
To view the variations associated with a client contract.
Background
To navigate to the variations associated with a client contract, click the 'Variations' tab in the contract. The number of sections in this tab corresponds to the number of variation tiers configured for the project's Client Contracts tool. See What are the different contract variation tiers?
Available Sections in the Variations Tab
This table shows which variation sections are available in the Variations tab of a client contract.
Variation Tier | Client Contract Variations CCVs |
Variation Requests VRs |
Potential Variations Head PVs |
---|---|---|---|
One (1) Tier | |||
Two (2) Tiers | |||
Three (3) Tiers | |||
These are the available columns in each section's table | Number, Revision, Title, Status, Amount, Date Initiated, Due Date, Review Date, Designated Reviewer, PVs | Number, Revision, Title, Status, Amount, Date Initiated, Due Date Review Date, Designated Reviewer, PVs | Number, Revision, Title, Status, Amount, Program Impact, Date Initiated, Change Reason, VR, CCV, Change Events, Change Event Type |
Things to Consider
- Required User Permissions:
- 'Admin' level permission on the Client Contracts tool.
- Additional Information:
- The number of sections in this tab depends on the number of variation tiers configured in the Client Contracts tool.
Prerequisites
Depending on the number of variation tiers configured in your environment, you will need to create one (1) or more of the following items for your client contract, in order for Procore to list in the available section.
Steps
- Navigate to the project's Client Contracts tool.
- In the contracts table, locate the client contract.
- Click the contract's Number link to open it.
- In the contract, click the Variations tab.
Example
Depending on the number of variation tiers configured in your environment, the 'Variations' tab includes one (1) to three (3) different sections. See Configure the Number of Client Contract Variation Tiers.
- Choose from these options:
- To open a variation, click one of the hyperlinks in the table in the variation section.
- To export a list of the variations, click the PDF or CSV button at the top of the table.