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Procore

Configure the Number of Funding Variation Tiers

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 Limited Release

flag-us.png If you are a Procore customer in the United States, the name of this tool depends on a dictionary setting in your company's Procore account:

  • The Head Contracts tool is Procore's default tool name for the English (United States) dictionary.
  • The Funding tool is only available with the Owners point-of-view dictionary. 
  • The Client Contracts tool is only available with the Speciality Contractors dictionary is active.

To learn about the dictionaries and required Project level and User level dictionary settings, see What tool names and terms are different in Procore for head contractors, owners and speciality contractors?

Objective

To configure the number of funding variation tiers for the Project level Funding tool.

Background

When you initially set up the Funding tool for a project, you can choose between a 1- or 2-tier variation setting. This setting determines how many steps are required when managing variations on a Procore project. You must configure this setting before your project users create variations on a project. This setting cannot be changed after a variation is created. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool.
  • Additional Information:
    • This setting MUST be set configured before you create the first variation on the project.
    • If you do NOT specify a setting, 2-Tier is Procore's default setting.
    • You are NOT permitted to change this configuration setting after creating the first variation on a project.

Steps

  1. Navigate to the project's Head Contracts, Client Contracts or Funding tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Select one (1) of these options from the Number of Variation Tiers drop-down list:
     Important
    This setting cannot be changed after the first variation is created on the project.

    prime-contract-change-order-tiers.png
    • 1-Tier (One-tier, a.k.a. 'single-tier')
      Users only need to create a single variation to send to the appropriate user(s) for review and approval.
    • 2-Tier (Two-tier)
      This is Procore's default setting. With this setting, users first create one (1) or more potential variation(s). The potential variations can then be grouped into a single variation to send to the appropriate user(s) for review and approval.
       Note
      • Procore recommends applying the 1- or 2-Tier configuration setting to the tool. 
      • A three (3) tier variation configuration is available. However, it is only recommended when your billing process requires you to group all of the 'Approved' variations into a single, combined variation for final signature. To learn more, see What are the different variation tier settings in Project Financials?
  4. Click Update.