Change Orders
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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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Brak pozycji odpowiadających Twojemu zapytaniu.
Client Contract Change OrdersCommitment Change OrdersFunding Change Orders |
Configuration Tasks: Change Orders ToolConfiguration Tasks: Project Financials Tools |
Wskazówka
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- At what tier can an upstream collaborator approve a change order?
- Can I create a list of overdue Prime Contract Change Orders (PCCOs)?
- Can I customize the numbering system for financial objects in Procore?
- How are financial line items and budget codes updated across change objects?
- How can I troubleshoot an issue with the Procore Web Application?
- How can I use tax codes on a Procore project?
- How do I change my web browser's default email client for mailto links?
- How do I delete line items in approved change orders?
- How do I filter items by multi-tiered locations?
- What are "related items" in Procore?
- What are 'production quantities'?
- What are Procore's default change types and change reasons?
- What are Procore's default cost codes?
- What are the default statuses for change orders in Procore?
- What are the different change order tier settings in Project Financials?
- What are the financial line items in 360 Reporting?
- What do the different DocuSign® banners in Procore mean?
- What granular permissions are available for the project's Change Orders tool?
- What happens when 'Restrict Non-draft edits to Contracts and Change Orders' and 'Enable Always Editable Schedule of Values' are both enabled?
- What is a budget code in Procore's WBS?
- What is a change order?
- What is an downstream collaborator?
- What is an upstream collaborator?
- What values pull into a change order SOV from a change event?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore project tools support the DocuSign® integration?
- Which Procore project tools update data in the Field Production Report?
- Which Procore tools support Work Breakdown Structure?
- Which units of measure are included on Procore's master list?
- Why can't I create a change order?
- Why can't I edit or delete an 'Approved' change order?
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.
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.
3 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 |
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Enable the Change Orders Tool | ![]() |
Below are the notable changes to the project's Change Orders tool.
Recent Changes
No recent notable changes.