Variations and Change Events

Expedite Projects - Project Managers Procore Training

1. Procore > Select project > Tools > Change events 
   • Procore's way of managing the change before something becomes a variation because some change events don't become variations 
2. Click Create - fill out. 
   • Title, status (open), origin (source), type, reason, scope, head contract for markup estimates (automatic) 
3. Attach any documents 
4. Add line > add budget code, description, vendor, unit of measure (ls), Add in the Unit costs and Quantity as 1 for Revenue/Cost/Budget. 
   • If there's a PO for it, add in the contract 
5. Click create 
6. Optional: Select change evens, click send requests for quote (RFQ) 
7. Select the change event - add to Head contract PV. 
8. HC PV - New Head PV - Contracts - Project's Contract 
   • Might want to create a Head Contract called Variations? 
9. Takes you to New Potential Variation 
   • Auto populates, change Status to Approved, and HC Variation to Create New 
10. Click Create 
    • VO is found under contract number in head contracts tool 
11. Create Head Contract VAR to the Potential variation 
12. Title, claim date, due date, add potential variation, click create 
13. Commitment - Add to PO - New Purchase Order or Subcontract 
14. Fill in, then click create. 
    • Company, status to approved, dates? 
15. VO is found in Contracts tab under Commitments tool 

Overview