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Procore

(Beta) View a Funding's Variations

 In Beta
This content is for participants in the Project Financials: Modernised Experience for Main Contracts beta program. 
 Limited Release
flag-us.png flag-canada.png The Funding tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To view the variations associated with a funding.

Background

To navigate to the variations associated with a funding, click the 'Variations' tab in the funding. The number of sections in this tab corresponds to the number of variation tiers configured for the project's Funding tool. See What are the different variation tier settings in Project Financials?

Available Sections in the Variations Tab

This table shows which variation sections are available in the Variations tab of a funding.

Variation Tier Funding Variations
(FCOs)
Variation Requests
(VRs)
Potential Variations
(PVs)
One (1) Tier icon-mindtouch-table-check.png icon-delete-x.png icon-delete-x.png
Two (2) Tiers icon-mindtouch-table-check.png icon-delete-x.png icon-mindtouch-table-check.png
Three (3) Tiers icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
These are the available columns in each section's table Number, Revision, Title, Status, Amount, Date Initiated, Due Date, Review Date, Designated Reviewer, PVs Number, Revision, Title, Status, Amount, Date Initiated, Due Date Review Date, Designated Reviewer, PVs Number, Revision, Title, Status, Amount, Programme Impact, Date Initiated, Change Reason, VR, FV, Change Events, Change Event Type

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the project's Funding tool.
  • Additional Information:
    • The number of sections in this tab depends on the number of variation tiers configured in the Funding tool.

Prerequisites

Depending on the number of variation tiers configured in your environment, you will need to create one (1) or more of the following items for your funding, in order for Procore to list in the available section.

Steps

  1. Navigate to the project's Funding tool.
  2. Click the Variations tab.
  3. Locate the funding. Then, click the funding's Number link to open it.
  4. In the funding, click the Variations tab.
    Example

    Depending on the number of variation tiers configured in your environment, the 'Variations' tab includes one (1) to three (3) different sections. See Configure the Number of Variation Tiers for the Funding Tool.

    funding-change-orders-tab.png

  5. Choose from these options:
    • To open a variation, click one (1) of the hyperlinks in the table in the variation section.
    • To export a list of the variations, click the PDF or CSV button at the top of the table.

See Also