How are change order statuses in a package linked?
Answer
After creating multi-tiered change orders for a client contract, commitment, funding, or prime contract, you will notice that Procore's default setting is to apply a cascading change order status. In Procore, a cascading change order status refers to Procore's default behavior where the status of a lower-tier change order automatically mirrors the status of the higher-tier change order.
Examples
- If the Project Financials tool is using a two (2)-tier configuration setting, adding an 'Approved' potential change order to a newly created change order in the 'Draft' status also changes the potential change order's status to 'Draft'. From that point forward, all status changes made to the change order will also be reflected in the status of the potential change order.
- If the Project Financials tool is using a three (3)-tier configuration setting, status changes operate the same as above. The lower-tier potential change order and change order request mirrors the status of the change order.
To learn more about the different change order tiers, see What are the different change order tiers in Project Financials?
Request to Disable the Cascading Change Order Status Setting
If your project team wants to disable the cascading change order setting, your company's Procore Administrator or a user with 'Admin' level permissions on a project's Commitments tool must submit a request to your company's Procore point of contact. Your Procore point of contact can disable this setting on a per-project basis. When this setting is disabled, Procore allows your lower-tier change orders to have a different status from the highest-tier change order until the highest-tier change order is set to 'Approved.' However, to add a potential change order to a higher-tier change order, a potential change order must be in a non-approved status.
Example
A potential change order (that has been linked to a higher-tier commitment change order) can be changed to the 'Approved' status while the commitment change order is in the 'Pending' status.