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Procore (en-GB)

Add a Change Event Line Item to an Unapproved Main PV

Objective

To add a change event line item to an unapproved Main Potential Variation.

Background

If you have two tiers configured for variations, you will add a change event line item to an unapproved Potential Variation (PV). You will then create the MCV from the Main Contract tool. For more information, see What are the different variation tiers? We recommend that a PV is created only for change event items that were set as out of scope and will be submitted to the client/owner for approval. You can create a PV either before or after the RFQ has been responded to. If you wait until after the RFQ  has been responded to, the PV Bill of Quantities will populate with amounts from the RFQ.

When you create a PV, the bill of quantities will populate with the Revenue ROM values. If you have the Revenue ROM functionality hidden, the value will depend on the scope of the change event. For In Scope or TBD scope change events, the PV will populate with £0. For Out of Scope change events, the PV will populate from the RFQ if the status of that RFQ is Pending Final Approval. If there is no RFQ with that status, it will populate from the Cost ROM.

Things to Consider

  • Required User Permissions:
    • 'Admin'  on the project's Change Events tool
      AND
    • 'Admin' on the project's Main Contract tool
  • Additional Information:
    • You can only add change event line items to main potential variation that do not have the status of 'Approved.' 

Steps

  1. Navigate to the project's Change Events tool.
  2. Select the change event line items you want to add to an unapproved main potential variation.
    Note: You can select line items across multiple change events. 
  3. Choose Bulk Actions > Add to Unapproved Main PV.
  4. Select the unapproved main potential variation you want to add the change event line item to.
    Note: Additional Bill of Quantities line items will be created from the change event line items. 
    add-to-unapproved-main-pv.png

See Also