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Procore Support (en-au)

Remove a Head Potential Variation or Variation Request

Objective

To remove a Potential Variation (PV) or Variation Request (VR).

Background

Before you can remove a Head Contract Variation (HCV) from Procore (as described in Remove a Head Contract Variation (HCV)), you must use the Steps below to remove any PCOs or CORs linked to that HCV. 

Things to Consider

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

Prerequisites

  • If any change orders have been added to your project's invoices, you must delete the invoices before you can use the steps below. 

Steps

  1. Navigate to the project's Head Contracts tool.
  2. Click the Variations tab.
    This reveals these tables: Head Contract Variations and Potential Variations.
  3. Under Head Contract Variations:
    Notes:
    • You will need to locate the HCV(s) in the 'Approved' Status that are also associated with the VR or PV.
    • If you have multiple PCCOs, you want to change the 'Approved' status to one of the unapproved statuses.
      Important! For variations, you must change the 'Approved' status in reverse approval order. For example, if the variations were approved in (e.g., 1, 3, 4, 2, 5, 6), you must remove each approval in reverse order (e.g., 6, 5, 2, 4, 3, 1).
  4. Change the 'Approved' status on the HCV(s) as follows:
    1. Next to the desired HCV, click View
      This opens the variation in the Head Contract tool. 
    2. Click Edit
      This places the variation into edit mode. 
    3. Select a status other than 'Approved' from the Status drop-down list. 
    4. Click Save.
      This changes the HCV's status from 'Approved' to the status you selected.
  5. Under the Potential Variations Included in this HCV area, unlink the VR or PV as follows:
    1. Click View next to the desired VR or PV.
      This opens the VR or PV.
    2. Click Edit.
    3. Scroll to the Head Contract Variation drop-down list as shown below.

    4. Choose None.
    5. In the "Potential Variations" section, remove any existing linked potential variations. 

      PCOnone2015-03-20_10-25-50.png
       
    6. Click Save.
  6. Return to the Variations tab.
  7. The X next to the now unlinked variations and potential variations should now be red and clickable. Click the red X.
    delete-line-item5.png
     
  8. Click on the OK on the pop-up to confirm that you want to remove the PV or VR.

 

If you would like to learn more about Procore’s prime contract software and how it can help your business, please visit our construction contract management software product page here.
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