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Procore (en-GB)

Edit a CV Linked to a PV

Objective

To edit a Commitment Variation (CV) that is linked to a Main Potential Variation (Main PV) directly from the PV.

Background

If you are working with a Main PV, you can change the status of an associated Commitment Potential Variation (CPV) or update the amount of the CV line item.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Main Contracts tool.
  • Requirements:
    • The Change Events tool MUST be disabled to use these steps.

Steps

  1. Navigate to the project's Main Contracts tool.
  2. Locate the main contract to work with. Then click its Number link.
  3. Locate the PV with the linked CV that you want to edit. Then click View.
  4. Click the Programme of Values tab.
  5. Click Edit.
  6. Click the Status or Commitment Amount columns to edit what is shown there.
    Note: 
    • A blue corner indicates you can edit the column inline.
    • The Commitment Amount column cannot be edited in the 'Approved' status.
      edit-table-field-text.png
       
  7. Click Save