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Procore

Add a Variation for an Estimate

Objective

To add a change order for an estimate in the Estimating, Tender Board, or Portfolio Planning tools.

Background

If you need to add a variation for an estimate, you can create a variation within the Estimating tab. After the variation has been approved, you can choose to have it shown on the tender sheet. In addition, you can send it to the project's Change Events tool.

Things to Consider

Steps

  1. Navigate to the Tender Board or Portfolio Planning tool and select the project.
    OR
    Navigate to the project's Estimating tool.
  2. Click the Estimating tab.
  3. Click the estimate selection menu.
    estimate-selection-menu.png
  4. In the Variations section, click the plus icon-plus-2.png icon.
    This automatically adds a variation to the estimate.
  5. Adjust line items for the variation as necessary.
  6. To approve the change order, click the vertical ellipsis icon-ellipsis-vertical.png icon on the change order tab, and select Approved.
    Note: You can also rename or copy the change order from this menu if needed.
    clipboard_e52694cefeac1bf768c8702cea7f7601e.png

Next Steps