Create a Client Contract Change Order
Limited Release
The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?Objective
To create a client contract change order in Procore's Client Contracts tool.
Background
Use the steps below when you need to create a client contract change order.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Client Contracts tool.
- Additional Information:
- If you are using an account where is the Procore + DocuSign© integration enabled, see DocuSign©.
- If the Change Events tool is active in Project Tools, you must complete the steps in Create a Change Event. Then follow the steps in Create a Client Contract Change Order from a Change Event instead of the Steps below.
- For companies using the
ERP Integrations tool: Show/Hide
- Additional considerations, limitations, or requirements apply depending on the ERP system your account is integrated with. See Things to Know about your ERP Integration for details.
Prerequisites
Steps
- Navigate to the project's Client Contracts tool.
- Locate the client contract to work with. Then click its Number link.
- Click Create Client Contract CO.
- Complete the following fields:
- Depending on the change order tier settings of the Client Contract's tool, one (1) of these list boxes will appear:
- OR
- Choose one (1) of these options:
- To create the change order, click Create.
OR - To create the change order and send email notifications, click Create & Email.
OR - If you are using the Procore + DocuSign® integration to collect signatures, click Complete with DocuSign. To learn more, see DocuSign®.
- To create the change order, click Create.