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Procore Support (en-au)

Configure the Number of Head Contract Variation Tiers

Objective

To configure the number of Head Contract Variation (HCV) tiers for your project's Head Contracts tool.

Background

When you initially set up the Head Contracts tool for a project, you can choose between a 1-tier, 2-tier-, or 3-tier configuration. See What are the different variation tiers? 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 PCCOs on the project. This setting cannot be changed after a variation is created. 

Things to Consider

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

Prerequisites

Steps

  1. Navigate to the project's Head Contracts tool. 
  2. Click the Configure Settings  icon.
  3. Select one of these options from the Number of Head Contract Variation Tiers drop-down menu:
    head-contract-change-order-tiers.png
    • 1-Tier (One-tier, a.k.a. 'single-tier')
      Users only need to create a HCV when there is a change on a head contract. The HCV can then be sent to the appropriate project users for review and approval.
    • 2-Tier (Two-tier)
      This is the default setting. With two tiers, your project users create one or more Head Potential Variations (Head PCOs). Head PCOs are then grouped into a HCV and sent to the appropriate project team members for review and approval.
       Note
      If your company or project billing process does NOT require you to group all of the approved variations for the month into a single, combined variation for final signature, Procore recommends configuring the two-tier variation configuration setting on the Head Contracts tool. 
    • 3-Tier (Three-tier)
      With three tiers, your project users will first create one or more Head PCOs. Head PCOs are then grouped into a Variation Request (VR) and sent to the appropriate project team members for review and approval. After approval, CORs are grouped into a single HCV. 
  4. Click Update.

 

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