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Create a Prime Contract Change Order (PCCO)

Objective

To create a Prime Contract Change Order (PCCO).

Background

In Procore, a Prime Contract Change Order (PCCO) is a change order that affects the prime contract. It typically consists of a bundle of Change Order Requests (CORs) that must be approved by the owner in a two- or three-tier setup.

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Prime Contract tool.

Steps

  1. Navigate to the project's Prime Contract tool.
    This reveals the Prime Contract page.
  2. Click Create Prime Contract CO.



    This reveals the New Prime Contract Change Order page. 
  3. Fill in the following fields:

    create-pc2015-05-28_16-04-07.png
     
    • #: This field automatically populates based on the number of PCCOs already created. By default, the number will automatically increment by one. However, you can manually enter a different number, if desired. (Note: If you manually enter a number, the next PCCO that's created will automatically increment by one, based upon this specified value.)
    • Date Created: This field displays the date and time that the PCCO was created. (Note: This value cannot be changed).
    • Revision: This field displays the PCCO's revision number. When a PCCO is first created, its revision number is zero. A PCCO could have multiple revisions because of feedback from a reviewer/approver. 
    • Created By: This field displays the name of the user that created the PCCO.
    • Title: Enter a title name for the PCCO that describes the packaged COR requests included.
    • Status: Select the current state of the PCCO:
      • Approved: The PCCO has been approved. Costs are reflected as "Approved Changes" in the budget.
      • Draft: The PCCO still needs to be modified before it can be submitted for review. Costs are not reflected in the budget.
      • Pending - In Review: The PCCO is currently being reviewed by an approver. Costs are reflected as "Pending Changes" in the budget.
      • Pending - Revised: The PCCO has been modified since its initial submission. Costs are reflected as "Pending Changes" in the budget.
      • Pending - Pricing: The PCCO is pending and is currently out for pricing. Costs are reflected as "Pending Changes" in the budget.
      • Pending - Not Pricing: The PCCO is pending and is not actively being priced. Costs are reflected as "Pending Changes" in the budget.
      • Pending - Proceeding: The PCCO is still pending and the work is being completed. Costs are reflected as "Pending Changes" in the budget.
      • Pending - Not Proceeding: The PCCO is pending and the work is not currently taking place. Costs are reflected as "Pending Changes" in the budget.
      • Rejected: The PCCO was rejected. Costs are not reflected in the Budget.
      • No Charge: The PCCO will be performed at no charge. Costs are not reflected in the Budget.
    • Private: Check this box if you want to make the PCCO private and visible only to users with 'Admin' level permissions on the Prime Contract tab. 
    • Due Date: Select a due date for when the PCCO must be approved by. 
    • Invoiced Date: Select the date when the PCCO was invoiced.
    • Designated Reviewer: Select a designated reviewer to approve the PCCO.
    • Paid Date: Select the date that payment was received for the PCCO.
    • Reviewer: This field is auto-populated after the designated reviewer reviews or approves the PCCO.
    • Description: Enter a more detailed description of the PCCO.
    • Schedule Impact: If known, you can provide an estimate of the number of additional days that would potentially be added to the current project schedule if the PCCO were approved.
    • Executed: Check this box if the PCCO has already been executed.
    • Change Order Requests: Select change order requests from the drop-down to include in the PCCO.
  4. Click Create.
    Note: In order for anyone to receive a notification, you must click Create & Email. 
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Last modified
14:03, 10 Apr 2017

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