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Accept or Reject a PCCO for Export to CMiC


To accept or reject a Prime Contract Change Order (PCCO) that has been sent to the company's ERP Integrations tool for review by an accounting approver. In CMiC, a PCCO is sometimes also referred to as an Owner Change Order, or Potential Change Item (PCI).


After a user sends a PCCO to the ERP Integrations tool for acceptance, an accounting approver can review the information and submit a response to the PCCO as follows:

  • Accept. Accepts the PCCO for export to CMiC. 
  • Reject. Rejects the PCCO. This returns it to the Prime Contracts tool so the data can then be updated and then re-sent to the ERP Integrations tool for accounting acceptance. Rejecting the PCCO will also notify the submitter via email. See Send a PCCO to ERP Integrations for Accounting Acceptance.

Note: If there is at least one PCCO in the ERP Integrations tool that's awaiting accounting acceptance, Procore sends an automated email notification to the people at your company who are designated as ERP Accounting Approver(s). Accounting Approvers will receive the email once per day with the subject line 'ERP Integrations Daily Summary' until their response is submitted. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 

Note: Users who are granted only 'Standard' permission to the ERP Integrations tool can view information, but do not have sufficient permission to accept/reject PCCOs for export. 

  • Prerequisites:
  • Requirements:
    To successfully export a Prime Contract Change Order (PCCO) from Procore to CMiC, the following must be true:
    • There must be a Prime Contract in both CMiC and Procore.
    • The Prime Contract Change Order (PCCO) must be in the 'Approved' status.
    • Horizontal Markups are allowed. Vertical Markups are not allowed. For more information, see: Add Financial Markup to Prime Contract Change Orders


Review a PCCO

  1. Navigate to the company's ERP Integrations tool.
  2. Click Prime Contract Change Orders
  3. Under Filter Prime Contract Change Orders By, click Ready to Export.
    Note: All of the PCCOs in this page were sent to the ERP Integrations tool for accounting acceptance. See Send a PCCO to ERP Integrations for Accounting Acceptance.
  4. In the project's table, locate the desired PCCO. Then choose one of these methods to review it:
    • To open the project's Prime Contracts tool, click the Prime Contracts hyperlink. 
    • To open a PDF copy of the change order, click the PDF icon on the left side of the table. 
    • To open the PCCO in the Prime Contract tool, click the PCCO Number (#). 
  5. Return to the Ready to Export tab. Then continue with one of the following:

Accept a PCCO​

  1. Locate the desired PCCO in the Prime Contract Change Orders list.
  2. Click Accept.
  3. Enter the Transaction Date or leave as today's date.
  4. Click Export to CMiC. 
    This exports the PCCO to CMiC as an unposted PCI. 
  5. (Optional) To verify that the sync was successful, log into CMiC and verify that your data appears as expected.

Reject a PCCO 

  1. Locate the desired PCCO in the Prime Contract Change Orders list.
  2. Choose Reject.
  3. reject-pcco-export-to-integration.png
  4. Enter an optional comment and click Reject. 

The following events occur:

  • The system removes the PCCO from the ERP Integration tool and returns it to an editable state in the project's Prime Contract tool. 
  • The system sends an automated 'ERP PCCO Rejection Notification' to the user who created the PCCO. This alerts the user of the 'Reject' response.

See Also