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Create a Prime PCO From a Change Event

Objective

To create a prime potential change order from a change event.

Background

You can create the PCO at any time, and depending on what else has been created (Scope Estimate, CCO, RFQ). You can either select those items to use for the SOV or you can leave the SOV blank and fill it in at a later date. We recommend that a PCO is created only for change event items that were set as out of scope and will be submitted to the client/owner for approval. 

Things to Consider

  • Required User Permission: Standard' or 'Admin' on the project's Change Events tool and one of the following:
    • Either 'Standard' on the project's Prime Contract tool and the Configuration setting of "Allow Standard Users to Create PCOs" checked.
      -or-
    • 'Admin' on the project's Prime Contract tool.
  • Required Configuration: Two or three-tier Prime Contract setup. Single tier does not have PCOs. See What are the different change order tiers?
  • Once you have created a Prime PCO, this will be reflected in the Prime PCO in the Change Events Summary section. 
  • You must create a change event before you can create an RFQ.
  • Potential change orders can be transitioned into a Prime Contract Change Order (for two-tier Change Orders) or into a change order request (for three tier Change Orders).
  • You cannot create a potential change order for a Prime Contract until the Prime Contract status is 'Approved'.

Steps

  1. Navigate to the project's Change Events tool.
  2. Click View next to the change event you wish to create a Prime PCO for.
  3. Next to "Prime PCOs" click the Create Prime PCO button.


     
  4. Fill out the following information:
    • Title: This field is automatically filled with the name of the correlated change event, but you have the ability to adjust to your liking.
    • Description: Enter in a more detailed description for the change order.
    • Status: The default status is set to "Pending - In Review." You can also select from one of the below statuses:
      • Approved: The PCO is approved. Costs are reflected as "Approved COs" in the budget.
      • Draft: The PCO still needs to be modified before it can be submitted for review. Costs are not reflected in the budget.
      • Pending - In Review: The PCO is currently being reviewed by an approver. Costs are reflected as "Pending Changes" in the budget.
      • Pending - Not PricingThe PCO is pending and is not actively being priced. Costs are reflected as "Pending Changes" in the budget.
      • Pending - Not ProceedingThe PCO is pending and the work is not currently taking place. Costs are reflected as "Pending Changes" in the budget.
      • Pending - Pricing: The PCO is pending and currently out for pricing. Costs are reflected as "Pending Changes" in the budget.
      • Pending - Proceeding: The PCO is still pending and the work is being completed. Costs are reflected as "Pending Changes" in the budget.
      • Pending - Revised: The PCO has been modified since its initial submission. Costs are reflected as "Pending Changes" in the budget.
      • Rejected: The PCO has been rejected. Costs are not reflected in the budget.
      • No Charge: The PCO has no resulting charge.
      • Note: These statuses reflect the budget in the ways listed above for the Procore Standard Budget View. To create or modify views, see Set up a New Budget View.
    • Attachment: Attach any relevant files or documents.
    • Schedule Impact:  If known, provide an estimate of the number of additional days that would potentially be added to the current project schedule if the Prime PCO were approved.
    • ROM: This value appears on the Prime PCO Log Details and is pulling from the Scope Estimate on the Change Event. To update this value you will have to update it directly in the Scope Estimate section on the Change Event.
  5. Select the item to use for the Schedule of Values by marking the checkbox next to the correct item. The options shown are items you have previously created in the change event such as Scope Estimate line items, RFQ responses, or Commitment Change Orders.
    Note: You have the option to leave the Schedule of Values empty and add line items later from within the Potential Change Order.
  6. Click Create Prime PCO.

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Last modified
08:48, 16 Jun 2017

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