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Procore

(Beta) View a Client Contract's Variations

 In Beta
This content is for participants in the Project Financials: Modernised Experience for Head Contracts beta program. 
 Limited Release
flag-us.png flag-canada.png  The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

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 icon-mindtouch-table-check.png icon-delete-x.png icon-delete-x.png
Two (2) Tiers icon-mindtouch-table-check.png icon-delete-x.png icon-mindtouch-table-check.png
Three (3) Tiers icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
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

  1. Navigate to the project's Client Contracts tool. 
  2. In the contracts table, locate the client contract. 
  3. Click the contract's Number link to open it. 
  4. 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.

    client-contract-change-orders-tab.png

  5. 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. 

See Also