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Procore Support (en-au)

Edit a Variation in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To edit a variation that was added to the Contract Room in Portfolio Financials.

Background

The Contract Room is a shared portal where vendors can submit variations and progress claims directly to the project team for approval throughout the duration of the project. The Variations tab of the Contract Room is where variations can be added, managed and reviewed.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Progress Claims must be in a Pending state in order to be edited. If a progress claim was submitted by the vendor team, it can only be edited by the vendor team.

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker
    Note: Cost items with a Contract Room are marked with a ribbon  icon.
  2. Click the Variations tab.
  3. Click the variation you want to edit.
  4. Click the vertical ellipsis  icon and select Edit.

    edit-change-order.png
     
  5. Make any necessary updates to the VAR Overview and Documents sections.
  6. Click Save.