Approve or Reject Commitment Variations
Objective
To approve or reject a commitment variation as its 'Designated Reviewer.'
Background
A Commitment Variation (CV) details a change in costs that affects the original commitment. When you create a variation, you can assign another project user as its 'Designated Reviewer'. You can only assign one (1) Procore user as a 'Designated Reviewer' per commitment. Before a reviewer can submit an 'Approve' or 'Reject' response, the variation must be in the Pending - In Review or Pending - Revised status.
Things to Consider
- Required User Permissions:
- To approve or reject a commitment variation, 'Standard' level permissions on the project's Variations tool and added as the 'Designated Reviewer' on the variation.
Tips
- How do you assign a 'Designated Reviewer' to a variation? For instructions, see Create a Commitment Variation or Edit a Variation.
- How do you view a commitment variation that has been marked 'Private'? You must be granted 'Standard' level permissions on the project's Commitments tool and added as a member of the 'Private' drop-down list on the commitment. See Create a Commitment.
- To approve or reject a commitment variation, 'Standard' level permissions on the project's Variations tool and added as the 'Designated Reviewer' on the variation.
- Additional Information:
- Only one (1) user can be assigned as the 'Designated Reviewer' on the variation.
- The 'Designated Reviewer' must submit an Approve or Reject response in Procore.
- The 'Designated Reviewer' cannot submit a response to the variation from the Procore email notification.
- Limitations:
- The 'Designated Reviewer' field is only available on downstream variations for a commitment. This fields is NOT available on an upstream potential variation.
Prerequisites
- Place the variation into the Pending - In Review or Pending - Revised status. See Create a Commitment Variation
Steps
- Open the variation requiring your response. Here are ways for a 'Designated Reviewer' to find it:
- Locate the email message with the subject line: 'FW: Commitment Variation: CV#: Title.' Then the View Online link in the email notification to view the variation in Procore.
Notes
- To receive an email notification, it must be forwarded to you by a project user. See Forward a Variation to a Project User by Email.
- If you are NOT logged into Procore when you click the View Online link, Procore prompts you to log in. See How to Log in to Procore Web (app.procore.com).
- Navigate to the project's Home page and click the variation's link in the 'My Open Items' area. See About the Project Home Page.
- Navigate to the project's Commitments tool. Locate the commitment contract in the table and click the Number link to open it. Then click the contract's Variations tab. Locate the variation and click View. See View Variations.
- Navigate to the project's Variations tool. In the Commitments tab, locate the variation and click View. See View Variations.
- Locate the email message with the subject line: 'FW: Commitment Variation: CV#: Title.' Then the View Online link in the email notification to view the variation in Procore.
- Review the variation.
- When you are ready to submit an 'Approve' or 'Reject' response, scroll to the Reviewer's Response box.
- Choose from these options:
- To approve the variation, enter any approval comments. Then click Approve this CV.
- To reject the variation, enter an explanation about the rejection. Then click Reject this CV.
Notes
After approving or rejecting a variation, Procore does the following:
- Sends an email notification about your response to the creator of the variation.
- Automatically adds your name to the 'Reviewer' field on the variation to indicate that the 'Reviewer's Response' is complete.
- Adds the date you submitted your response to the 'Review Date' field.