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Procore (en-GB)

What are the different variation tier settings in Project Financials?

Answer

In Procore Project Financials, the variation tier settings determine the number of steps that must be completed in your project team's workflow when creating variations for a client contract, commitmentfunding or main contract. In Procore Project Financials, your team can choose from a One (1)-tier, Two (2)-tier- or Three (3)-tier configuration setting. 

 Important
  • Always configure the variation tier setting on a Project Financials tool before allowing your team to create variations. 
  • After you create one (1) or more variations on a Project Financials tool, you cannot change your setting. 

To learn how variation tiers can be configured in these Project Financials tools, see a link below:

Client Contract Variation Tiers

The Client Contracts tool can be set up to manage your project's variations using a 1-tier, 2-tier- or 3-tier configuration. See Configure the Number of Client Contract Variation Tiers. The following workflow diagram describes how your users will manage variations, depending upon the configuration setting you choose for the Client Contracts tool.



How many variation tiers are configured on the project's Client Contracts Tool?
How many variation tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


Create a Potential Variation for a Client Contract
Create a Potential Change...


Create a Client Contract Variation
Create a Client Contract...


Create a Potential Variation for a Client Contract
Create a Potential Change...


Create a Client Contract Variation
Create a Client Contract...


Create a Variation Request for a Client Contract
Create a Variation Re...


Create a Client Contract Variation
Create a Client Contract...
LEGEND
LEGEND
Project Manager
Project Manager
Client Contracts Tool
Client Contracts Tool

  • One (1) Tier Variations
    This configuration setting allows you to create a variation when there is a change to the original scope of work on a client contract. Client contract variations can then be sent to the main contractor or client for approval. 
  • Two (2) Tier Variations
    This is Procore's default configuration setting. It requires your project team to first create a potential variation. Potential variations can then be grouped into a client contract variation. Client contract variations can then be sent to the main contractor or client for approval. 
     Note
    If your billing process does NOT require you to group all of the approved variations for the month into a single, combined variation for final signature, the two-tier configuration is the recommended setting for the Client Contracts tool. 
  • Three (3) Tier Variations
    This is an uncommon configuration setting to implement in Procore. It requires your project team to first create a potential variation. Potential variations are then added individually or grouped into a variation request. Next, a variation request is submitted for approval. After approval, variation request can be grouped into a single client contract variation and sent to the main contractor or client for approval. 

Funding Variation Tiers

The Funding tool can be set up to manage your project's variations using a 1-tier, 2-tier- or 3-tier configuration. See Configure the Number of Variation Tiers for the Funding Tool. The following workflow diagram describes how your users will manage variations, depending upon the configuration setting you choose for the Funding tool.



How many variation tiers are configured on the project's Funding Tool?
How many variation tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


Create a Potential Variation for a Funding
Create a Potential Change...


Create a Funding Variation
Create a Funding Change...


Create a Potential Variation for a Funding
Create a Potential Change...


Create a Funding Variation
Create a Funding Change...


Create a Variation Request for a Funding
Create a Variation Re...


Create a Funding Variation
Create a Funding Change...
LEGEND
LEGEND
Project Manager
Project Manager
Funding Tool
Funding Tool
  • One (1) Tier Variations
    This configuration setting allows you to create a variation when there is a change to the original scope of work on a funding. Funding variations can then be sent to the funding source for approval. 
  • Two (2) Tier Variations
    This is Procore's default configuration setting. It requires your project team to first create a potential variation. Potential variations can then be grouped into a funding variation. Funding variations can then be sent to the funding source for approval. 
     Note
    If your billing process does NOT require you to group all of the approved variations for the month into a single, combined variation for final signature, the two-tier configuration is the recommended setting for the Funding tool. 
  • Three (3) Tier Variations
    This is an uncommon configuration setting to implement in Procore. It requires your project team to first create a potential variation. Potential variations are then added individually or grouped into a variation request. Next, a variation request is submitted for approval. After approval, variation requests can be grouped into a single funding variation and sent to the funding source for approval. 

Main Contract Variation Tiers

The Main Contract tool can be set up to manage your project's variations using a 1-tier, 2-tier- or 3-tier configuration. See Configure the Number of Main Contract Variation Tiers. The following workflow diagram describes how your users will manage variations, depending upon the configuration setting you choose for the Main Contracts tool.



How many variation tiers are configured on the project's Main Contracts Tool?
How many variation tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


Create a Potential Variation for a Main Contract
Create a Potential Change...


Create a Main Contract Variation
Create a Main Contract...


Create a Potential Variation for a Main Contract
Create a Potential Change...


Create a Main Contract Variation
Create a Main Contract...


Create a Variation Request for a Main Contract
Create a Variation Re...


Create a Main Contract Variation
Create a Main Contract...
LEGEND
LEGEND
Project Manager
Project Manager
Main Contracts Tool
Main Contracts Tool
  • One (1) Tier Variations
    This configuration setting allows you to create a variation when there is a change to the original scope of work on a main contract. Main contract variations can then be sent to the project owner for approval. 
  • Two (2) Tier Variations
    This is Procore's default configuration setting. It requires your project team to first create a potential variation. Potential variations can then be grouped into a main contract variation. Main contract variations can then be sent to the project owner for approval. 
     Note
    If your billing process does NOT require you to group all of the approved variations for the month into a single, combined variation for final signature, the two-tier configuration is the recommended setting for the Funding tool. 
  • Three (3) Tier Variations
    This is an uncommon configuration setting to implement in Procore. It requires your project team to first create a potential variation. Potential variations are then added individually or grouped into a variation request. Next, a variation request is submitted for approval. After approval, variation requests can be grouped into a single main contract variation and sent to the project owner for approval. 

Commitment Variation Tiers

The Commitments tool can be set up to manage your project's variations using a 1-tier, 2-tier-, or 3-tier configuration. See Configure the Number of Commitment Variation Tiers. The following workflow diagram describes how your users will manage variations, depending upon the configuration setting you choose for the Commitments tool.



How many variation tiers are configured on the project's Commitments Tool?
How many variation tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


Create a Commitment Potential Variation
Create a Commitment Potent...


Create a Commitment Variation
Create a Commitment Vari...


Create a Commitment Potential Variation
Create a Commitment Potent...


Create a Commitment Variation
Create a Commitment Vari...


Create a Variation Request for a Commitment
Create a Variation Re...


Create a Commitment Variation
Create a Commitment Vari...
LEGEND
LEGEND
Project Manager
Project Manager
Commitments Tool
Commitments Tool
  • One (1) Tier Variations
    This configuration setting allows you to create a variation when there is a change to the original scope of work on a commitment. Commitment variations can then be sent to the downstream collaborator for approval.
  • Two (2) Tier Variations
    This is Procore's default configuration setting. It requires your project team to first create a commitment potential variation. Commitment potential variations can then be grouped into a commitment variation. Commitment variations can then be sent to the downstream collaborator for approval. 
  • Three (3) Tier Variations
    This is an uncommon configuration setting to implement in Procore. It requires your project team to first create a commitment potential variation. Commitment potential variations are then added individually or grouped into a variation request. Next, a variation request is submitted for approval. After approval, variation requests can be grouped into a single commitment contract variation and sent to the downstream collaborator for approval. 
     In Beta
    If you decide to use the two (2) or three (3) tier configuration setting, you also have the option of allowing your project collaborators to create their own Potential Variations (PVs). To learn more, see Allow Collaborators to Submit Field-Initiated Variations.

 

If you would like to learn more about Procore's variation software and how it can help your business, please visit our construction variation product page icon-external-link.png.