Record Changes to Production Quantities in a Funding Potential Variation

Objective

To add changes to production quantities in a Funding Potential Variation (PV).

Background

For companies using Procore's Project Financials and Workforce Management tools with the 'Procore Labour Productivity Cost' budget view, you can log additional production quantities associated with a Funding Potential Variation (PV) in the 'Production Quantities' tab on the project's Funding tool. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Funding tool. 

Prerequisites

For production quantities to interact with the labour productivity tracking feature, you must:

• Set Up the Procore Labour Productivity Cost Budget View
• Set Up a Field Production Report

Steps

1. Navigate to the project's Funding tool. 
2. Locate the Funding Potential Variation (FPCO) to work with. 
3. Ensure that all of the line items that should be associated with the change event have been added. 
4. Click the Production Quantities tab.
5. Click Edit.
6. Click Add Line.
   • Cost Code
     Select the cost code that corresponds to the production quantity change. 
   • Description
     Enter a description for the line item. 
   • Unit Qty
     Enter a numeric value in this box to indicate the number of units that correspond to the unit of measurement that you specify. Always enter the amount that represents the change to the production quantity.
   • UOM
     Select a unit of measure from the drop-down list. To learn about the default selections in this list, see Which units of measurement are included in Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
7. Click Save. 

Next Steps

• Create a Funding Variation

See Also

• Add Change Event Line Items
• Create a Funding Variation