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Procore

Change Orders

Procore's Change Orders tool streamlines and improves critical steps in the otherwise manual change management process so no potential cost impact slips through the cracks. See how easy this tool makes it to facilitate faster approvals, streamline communication, and eliminate the need to proceed at risk—without paper and time-consuming trips from the jobsite to the back office.

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Configuration Tasks: Change Orders Tool
Wskazówka

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 Note
The Change Orders tool uses the workflows defined for the Change Events tool. See Change Events - Workflow Diagrams.

Change Order Tiers

The steps that you use to create a change order depend on the change order tier setting configured on the Procore project tool used to create the original contract. To learn more, see What are the different change order tier settings in Project Financials?

Change Orders

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add a Related Item to a Commitment Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Related Item to a Prime Contract Change Order       icon-mindtouch-table-check.png
Approve or Reject Commitment Change Orders 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Change Orders       icon-mindtouch-table-check.png
Create a PDF of a Change Order   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Order 2       icon-mindtouch-table-check.png
Email Forward a Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Respond to Commitment Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change Orders 3,4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 To perform this task as a user with 'Standard' level permissions on the Change Orders tool, you must be the 'Designated Reviewer' on the change order. See Create a Commitment Change Order.

2 Users with 'Admin' level permissions on the project's Change Orders tool must be granted additional tool permissions: (1) To edit a Commitment Change Order (CCO), 'Admin' level permissions on the project's Commitments tool, and/or (2) to edit a Prime Contract Change Order (PCCO), 'Admin' level permissions on the project's Prime Contracts tool. Additional factors may also apply. For details, see Edit a Change Order.  

Users with 'Read Only' or 'Standard' level permissions on the project's Change Orders tool can view change orders for contracts not marked 'Private.' If a contract is marked 'Private,' users must be added to the 'Private' drop-down list on the contract.

4 Users with 'Admin' level permissions to the project's Change Orders tool can also view change orders for contracts not marked 'Private'. If a contract is marked 'Private', users either be (A) added to the 'Private' drop-down list on the contract or (B) assigned  'Admin' level permissions on the Commitments and/or Prime Contracts tool. 

Admin Tool

The following table highlights which user permissions are required in the project's Admin tool to perform the described user action.

Task None Read Only Standard Admin
Enable the Change Orders Tool       icon-mindtouch-table-check.png

 

Below are the notable changes to the project's Change Orders tool. 

Recent Changes

No recent notable changes.

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