Create a Commitment Variation from a Head Variation
Objective
To create a Commitment Potential Variation (CPV)
Background
This tutorial shows you how to create a Commitment Variation (CV) from a Head Contract Variation (HCV) when the Change Events tool is NOT enabled on the project. However, you can also use these same steps to create a CV from a Potential Variation (PV).
- Single Tier:
- If you are using a single tier variation on the Head Contract, this process will start at the Head Contract Variation (HCV).
- If you are using a single tier on the Commitment side, you will create a Commitment Variation (CV).
- Two or More Tiers:
- If you are using at least two tiers of variations on your Commitments, you will be creating a Commitment Potential Variation (CPV).
- If you are using at least two tiers of variation on your Head Contract, this process will start with the Potential variation (PV)
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Head Contracts tool.
- 'Admin' level permissions on the project's Head Contracts tool.
- Limitations:
- If the Change Events tool is enabled on the project, you will NOT use the steps below.
- The steps below can only be used with Change Events is NOT enabled on a project.
- Additional Information:
- After creating a PV, you can issue and approve a CV to the subcontractor from the Program of Values of the PV.
- You can also compare the CV to the corresponding PV line item and view any variance between them.
Important
The steps below describe how to create a CV from a PV. You will use this same process when creating a CV from a Potential Variation (PV), Head Contract Variation (PCCO), or Commitment Potential Variation (CPV).Prerequisites
- Create a Potential Variation that has at least one (1) line item on the Program of Valules (SOV). See Create a Potential Variation (PV).
Steps
- Navigate to the project's Variations tool.
- Locate the potential variation that you want to work with.
- Click Edit.
- Click the Schedule of Values tab.
- Under 'Add Line Item,' do the following:
- Cost Code. Select a cost code from the drop-down list.
- Description. Enter a brief description of the change.
- Type. Select the contract type.
- Amount. Enter the amount.
- Click Add.
- Click Create CPV.
This opens the Create a Commitment PV for a Head Line Item page. - Under 'Step 1: Choose a Commitment Contract', choose the appropriate contract to associate that contract with the new Commitment PV.
Note: If you need to create a new commitment, follow the steps in Create a Commitment.
- Click Add Variation Details.
- Fill out the following information:
- Number: This field automatically populates based on the number of CVs already created. By default, the number will automatically increment by one. However, you can manually enter a different number if desired. (Note: If you manually enter a number, the next CV that's created will automatically increment by one, based upon this specific value.)
- Revision: This field displays the CV's revision number. When a CV is first created, its revision number is zero. A CV could have multiple revisions because of feedback from a reviewer/approver.
- Title: The title field will populate with the name of the PV that the CV is tied to.
- Status: Select the current state of the CV:
- Approved: The CV still needs to be approved. Costs are reflected as "Committed Costs" in the budget.
- Draft: The CV still needs to be modified before it can be submitted for review. Costs are not reflected in the budget.
- Pending - In Review: The CV is currently being reviewed by an approver. Costs are reflected as "Pending Changes" in the budget.
- Pending - Revised: The CV has been modified since its initial submission. Costs are reflected as "Pending Changes" in the budget.
- Rejected: The CV has been rejected. costs are not reflected in the budget.
- Note: These statuses reflect the budget in the ways listed above for the Procore Standard Budget View. To create or modify views, see Set up a New Budget View.
- Private: If checked, the CV will be visible only to 'Admin' users on the Commitments tool and 'Standard,' or 'Read only' that have specifically been given access to that Commitment.
- Change Reason: Select the reason for the potential variation, either Client Request, Design Development, Allowance, Existing Condition, Backcharge or any options customised by the Company Administrator. See Set Default Change Management Configuration.
- Program Impact: Input the number of approved days to extend the contract, if any.
- Description: Enter a more detailed description of the CV.
- Click Create & Add Line Items.
- Fill out the following line item information:
- Description: Enter a description for the line item.
- Amount: Enter in an amount for the line item.
- Click +Add. If the combination of the sub job, cost code and cost type are non-budgeted, a pop-up will appear asking to confirm you want to add this line item to the budget. If OK is selected, this line item will be added directly to the Budget with a "?" next to the line item. See Add a Partial Budget Line Item.
- If you are done creating the CV, click Finished. If you want to add more line items to your CV, repeat step #11 and click Finished when you are done.