Before you create a contract or funding with an upstream collaborator (see What is an upstream collaborator?) in your project, a user with the required user permissions should configure your project's variation tier setting. This allows you to define how to manage the upstream variation approval workflow for these Project Financials tools:
The name of the Procore tool in your environment depends on the language and point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
When configuring the number of variation tiers, a user with 'Admin' permission on the appropriate can choose between three (3) different tier settings. See What are the different variation tiers in Project Financials?
TipAre you a downstream collaborator who has been asked to approve a commitment variation in Procore? A downstream collaborator is a person, business or company who possesses a contractual agreement to complete work on the project being managed in Procore. If so, see Approve or Reject Commitment Variations.
If you are an upstream collaborator for the company managing the contract in Procore, you may be granted the appropriate permissions to approve variations for one (1) of the Procore tools listed below (only when the tool is configured to use the two (2) or three (3) tier variation setting).
|Project Tool||To send a variation to an upstream collaborator for approval, see...||If you are an upstream collaborator who must approve a variation, see...|