Edit a Commitment Variation Linked to a Potential Variation for a Funding

Objective

To edit a Commitment Variation (CV) that is linked to a Potential Variation (PV) on a funding, directly from the PV.

Background

If you are working with a PV on a funding, you can change the status of an associated commitment PV or you can update the amount of the CV line item.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Funding tool.
• Requirements:
  • The Change Events tool MUST be disabled to use these steps.

Prerequisites

• Create a Commitment Variation from a Funding Variation

Steps

1. Navigate to the project's Funding tool.
2. Locate the funding to work with. Then click its Number link.
3. Locate the PV with the linked CV to edit. Then click View.
4. Click the Schedule of Values tab.
5. Click Edit.
6. Click the Status or Commitment Amount columns to edit what is shown there.
   Note:
   • A blue corner indicates you can edit the column inline.
   • The Commitment Amount column cannot be edited in the 'Approved' status.
     
7. Click Save.

See Also

• Create a Commitment Variation from a Funding Variation