Create a Potential Variation for a Head Contract

Create a Potential Variation

1. Navigate to the project's Head Contracts tool.
2. Locate the head contract to work with. Then click its Number link.
3. Click the Variations tab.
4. Click Create Potential CO.
   
5. Complete the following fields:
   • Number
     Procore automatically assigns a sequential number to the new PV. You can change this number if you want. 
   • Date Created
     Shows the creation date and time. This value cannot be changed.
   • Revision
     Shows the revision number. The first version is zero (0), subsequent revisions are assigned in sequential order. A PV might have several revisions, depending on its reviewer/approver feedback.
   • Created By
     Shows the Procore user who created the PV.  This value cannot be changed.
   • Contract Company
     Shows the name of the company responsible for performing the work on the contract.
   • Contract
     If you have been assigned access permissions to the Head Contracts tool, click this link to open the contract. 
   • Title
     Enter a title for the PV in this box. 
   • Head Contract Variation
     Select a Head Contract Variation (HCV) from the list to link it to the PV. 
   • Status
     Select the current state of the PV. To learn more, see What are the default statuses for variations in Procore?
   • Change Reason
     Select the reason for the PV, either Client Request, Design Development, Allowance, Existing Condition, Back Charge or any additional options created for your specific environment by your company's Procore Administrator. See Set Default Change Management Configurations.
   • Variation Request

      Note

     The Variation Request (VR) setting is only required when the Head Contracts tool is using the 3-Tier variation configuration setting. See What are the different variation tier settings in Project Financials?

     • None. A PV can be linked to a VR at a later time.
     • Add to Existing. Link the PV to an existing VR.
     • Create New. Create a new VR. You also have the option to create a new HCV at the same time.
   • Private
     Mark this checkbox if you only want the potential variation to be visible to users with 'Admin' permissions on the Head Contracts tool. 
   • Accounting Method
     This field inherits the accounting method that was specified in the head contract. See How do I set the accounting method for a contract or funding?
   • Description
     Enter a more detailed description of the reason for the PV.
   • Request Received From
     Select the Procore user for whom you are submitting the PV. 
   • Program Impact
     If known, provide an estimate for the additional number of days required to complete work when the PV is approved.
   • Location
     Use this drop-down list to select a location related to the PV. You can select an existing location or Add a Multi-tiered Location to an Item. 
   • Reference
     Add any other important tools, materials, drawings or documents to uses as a reference for the PV. 
   • Field Change
     Check this box if the PV requires a field change.
   • Paid in Full
     Check this box to indicate you have received payment for this change. 
   • Attachments
     Select and add any relevant documents.
6. Click Create.

Add a Schedule of Values to a Potential Variation

When there are costs associated with a PV,  you must add line items to the SOV.

1. In the PV click the Schedule of Values tab

    Notes

   • If sub-jobs are enabled (see Enable Sub Jobs on Projects for WBS), the Sub Jobs drop-down list contains all sub-jobs added to the project. See Add 'Sub Job' Segment Items to a Procore Project.
   • All cost codes related to the sub-jobs will appear in the following field. 
2. Select the correct Cost Code from the drop-down list.
3. Enter a description for the line item.
4. Select the appropriate Cost Type. If you're using the Budget tool, the Type will pre-fill to the first type associated with that cost code on the Budget. You should only select a "non-budgeted" line item type if you would like to add a new line on the Budget.
5. Click the + button. If the combination of the sub job, cost code and cost type are non-budgeted, a pop-up will appear asking you 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.

    Notes

   • The 'Associated Line Item' drop-down list only appears if your company's Procore account is integrated with Sage 300 CRE® and the Head Contracts tool is active on the project. 
   • When adding line items to the variation's SOV, you must select an associated line item for each new line item. You may designate one (1) associated line item or use the same associated line item for multiple line items.  
6. Repeat the steps above to add new line items.
7. Click Save.

    Tip

   If the PV also affects a purchase order or subcontract, continue as follows:

   • For contracts using the two (2)- or three (3) tier variation configuration settings, click Create CPV. See Create a Commitment Potential Variation (CPV) from a Change Event.
   • For contracts using the one (1) tier variation configuration setting, click Create CV.  See Create a Commitment Variation from a Head Contract Variation.

   To learn how to associate financial markup with line items, see Add Financial Markup to Head Contract Variations.