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Procore

Add a Variation for an Estimate

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Objective

To add a variation for an estimate in a project's Estimating tool.

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

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions to the project's Estimating tool.
      AND
    • 'Standard' or 'Admin' level permissions to the project's Change Events tool.
  • Additional Information:
    • Variations can be shown on the tender.
    • You can automatically add a variation to the project's Change Events tool by clicking Send VAR to Change Events.

Steps

  1. Navigate to the project's Estimating tool on app.procore.com.
  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 variation, click the vertical ellipsis icon-ellipsis-vertical.png icon and select Approved.
    Note: You can also rename or copy the variation from this menu if needed.
  7. If you want to send the variation to the Change Events tool in Procore, click Send VAR to Change Events.
    This automatically creates a new Variation in the project's Change Events tool.
  8. To have the variation show on the tender:
    • Click the Tender tab.
    • In the Tender Detail Settings section, click the toggle ON next to 'Include Approved VARs'.