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At what tier can an upstream collaborator approve a change order?

Background

If you are a Procore user who has created a contract or funding with an upstream collaborator (see What is an upstream collaborator?) in your Procore account, a user with the required user permissions can configure a change order tier setting to manage the upstream change order approval workflow for the following Procore Project Financials tools:

  • Client Contracts
  • Funding
  • Prime Contracts
 Note

The name of the Procore tool in your environment depends on the language and point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?

When configuring the number of change order tiers for one of these tools, a user with 'Admin' permission on the tool can choose between three (3) different tier settings. See What are the different change order tiers in Project Financials? 

 Tip
Are you a downstream collaborator who has been asked to approve a commitment change order in Procore? A downstream collaborator is a person, business, or company who possesses a contractual agreement to complete work on the project being managed in Procore. If so, see Approve or Reject Commitment Change Orders

Answer

If you are an upstream collaborator for the company managing the contract in Procore, you may be granted the appropriate permissions to approve change orders for one (1) of the Procore tools listed below (only when the tool is configured to use the two (2) or three (3) tier change order setting). 

Project Tool To send a change order to an upstream collaborator for approval, see... If you are an upstream collaborator who must approve a change order, see...
Client Contracts

Forward a Change Order to a Project User by Email

Funding

Forward a Change Order to a Project User by Email

Prime Contracts

Forward a Change Order to a Project User by Email

See Also 

 

If you would like to learn more about Procore's change order software and how it can help your business, please visit our construction change order product page .