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Procore (en-GB)

Configure the Number of Commitment Variation Tiers

Objective

To configure the number of Commitment Variation (CV) tiers for your project's Commitments tool.

Background

When you initially set up the Commitments tool for a project, you can choose between a 1-tier, 2-tier-, or 3-tier configuration setting. The setting you choose determine how many steps are required to managing variations for your project's commitments. See What are the different variation tiers? This setting must always be configured before your project users start creating CVs. It is also important to note that the system will NOT permit you to change this setting after your team starts creating variations. 

Things to Consider

 Important
  • Your variation tier setting MUST be configured in Procore before you create the first commitment on the project.
  • If you do NOT specify a setting, the default setting on the tool is the 1-tier configuration. 
  • It is strongly recommended that you do NOT change this setting after you have created Commitment Variations (CVs) on your project. 
  • If your team is considering changing this setting during the course of the project, please be aware of the following before making a setting change:
    • You can increase the number of variation tiers at any time. For example, you can change a 1-tier setting to a 2-tier setting in the Commitments tool. 
    • You cannot decrease the number variation tiers unless you first delete ALL of your project's existing variations. 

Workflow

Depending on the configuration you choose, your users will follow the workflow detailed below to manage changes for your project's commitments.

Steps

  1. Navigate to the project's Commitments tool. 
  2. Click Configure Settings .
  3. Select one of these options from the Number of Commitment Variation Tiers drop-down menu:

    select-number-cv-tiers.png
    • 1-Tier (One-tier, a.k.a. 'single-tier')
      Users only need to create a CV when there is a change on a commitment The CV can then be sent to the appropriate project users for review and approval.
    • 2-Tier (Two-tier)
      This is the tool's default setting. With two tiers, your project users will first create one or more Commitment Potential Variations (CPCOs). The variations are then grouped into a CV, which can then be sent to the appropriate project users for review and approval.
      Note: If your company or project's 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 Commitments tool. 
    • 3-Tier (Three-tier)
      With three tiers, your project users will first create one or more CPCOs. The variations are then added individually or grouped into a Variation Request (VR), which can then be submitted to the appropriate project users for review and approval. After approval, the CORs can be grouped into a single CV. 
  4. Click Update.

See Also