Before you create a contract or funding with an upstream collaborator (see What is an upstream collaborator?) in your project, a user with the required user permissions should configure your project's change order tier setting. This allows you to define how to manage the upstream change order approval workflow for these Project Financials tools:
The name of the Procore tool in your environment depends on the language and point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
When configuring the number of change order tiers, a user with 'Admin' permission on the appropriate can choose between three (3) different tier settings. See What are the different change order tiers in Project Financials?
TipAre 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.
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).
|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...