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Procore (en-GB)

Approve or Reject Commitment Variations (CVs)

Objective

To approve or reject a Commitment Variation (CV) as the designated reviewer. 

Background

Commitment Variation (CV) details a potential change in costs that affects the original commitment contract. When a Procore user creates a CV, the user can assign another Procore user as the 'Designated Reviewer' for the CV. Only one (1) user can be assigned as the 'Designated Reviewer' on a commitment. In addition, before the reviewer can submit an Approve or Reject response, the CV must be placed into the Pending - In Review or Pending - Revised status.

Things to Consider

  • Required User Permissions:
    To submit an approve or reject response to a CV: 
    • 'Standard' on the project's Variations tool and the Prerequisites listed below.
      OR
    • 'Standard' on the project's Commitments tool, a member of the 'Private' drop-down list on the commitment and the Prerequisites listed below. 
  • Prerequisites:
    • A user must create a CV and place it in the Pending - In Review or Pending - Revised status. See Create a Commitment Variation (CV).
    • A user must add you as the 'Designated Reviewer' on the CV. 
  • Additional Information:
    • Only one (1) user can be assigned as the 'Designated Reviewer' on a commitment. 
    • The 'Designated Reviewer' must submit an Approve or Reject response in the Procore web application.
    • The 'Designated Reviewer' cannot submit a response to a CV from the Procore email notification. 

Steps

  1. Locate the pending CV that requires your response. Here are ways to find it:
    • If you are the designated reviewer, click the link in the email notification. To locate the link, see View Example Email
      Note: To receive the email notification, the project's admin must forward it by clicking the Email button on the variation. See Email Forward a Variation.
    • Navigate to the Procore home page and click the link in the 'My Open Items' area.
    • Navigate to the project's Variations tool and click the View button next to the variation. You must be granted the permissions above to see the link. 
    • Navigate to the project's Commitments tool, click the Variations tab and click the View button. You must be the 'Designated Reviewer' to submit a response. 
  2. Enter a response and click Reject this CV or Approve this CV

    reviewer-response2015-05-04_12-02-23.png
     Notes

    After you provide a response:

    • Procore sends an email notification with your response to the user who created the CV.
    • Procore populates your name in the 'Reviewer' field on the CV.