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Procore (en-GB)

Remove a Variation from a Funding

 Limited Release
flag-us.png flag-canada.png The Funding tool is available to Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary.  To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options

Objective

To remove a Potential Variation (PV) or Variation Request (VR) from a funding.

Background

Before you can delete a funding variation from Procore, you must first remove any linked potential variations or variation requests from the funding.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool.

Prerequisites

  • Before changing the status of multiple funding variations from 'Approved' to another status, be aware that you must apply the status changes in reverse order from how they were approved. For example, if you approved the potential variations in sequential order (001, 002 and 003), you will need to unapproved them in reverse order (003, 002, 001). 
  • If any variations have been added to your project's payment applications, you must delete those payment applications before you can use the steps below. 

Steps

Navigate to the Variations Tab

  1. Navigate to the project's Funding tool.
  2. Locate the funding to work with. Then click its Number link. 
  3. Click the Variations tab. Depending on the number of variation tiers configured for the tool, the following tables appear in the tab:
    • Funding Variations
    • Potential Variations
    • Variation Requests

Change the Status of the Funding Variations from 'Approved'

 Important
Before changing the status of multiple FCOs from 'Approved' to another status, be aware that you must apply the status changes in reverse order from how they were approved. For example, if you approved the FCOs in sequential order (001, 002 and 003), you will need to remove the 'Approved' status in reverse order (003, 002, 001). 
  1. In the Funding Variations table, locate the 'Approved' FCOs.
  2. Click View to open the FV.
  3. Click Edit
  4. In the Status drop-down list, change the status from 'Approved' to a different status. 
  5. Click Save.

Unlink the Potential Variations and Variation Requests

  1. Scroll to the Potential Variations Included in this MCV section.
  2. Locate the VR or PV to work with. Then click View.
  3. Click Edit.
  4. Scroll to the Funding Variation field and choose None.
  5. Click Save.

Delete the Potential Variations and Variation Requests

  1. Return to the Variations tab.
  2. Locate the PV or VR to remove.
  3. Click the red (X) next to each PV or VR to remove. 
    delete-line-item5.png
     
  4. In the confirmation dialogue box that appears, click OK to confirm the removal action for the selected PV or VR.