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Set the Default Change Management Configurations

Objective

To set the default change order configurations by editing or adding change reasons, change types, and change event statuses.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Admin tool.
  • Limitations:
    • You cannot delete a change reason that is already associated with a change order.

Tasks

Customize Change Order Reasons

You can customize the change reasons that are available to end users when working with change orders. See Create a Commitment Change Order (CCO).

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. Click Change Management Configuration.
    This opens the Change Management Configurations page.
  3. Under the Change Reasons area, do the following:

    change-reasons.png
     
    1. To add a change reason, type your desired text in the blank box. Then click the plus (+) button. 
    2. To edit an existing change reason, double-click the appropriate value in the table. Then type over the existing text with your new value. 
    3. To remove the change reason, click the RED 'x' icon on the far right (Note: If a change reason is associated with a change order, you cannot delete it). 

Customize Change Types

You can customize change types that are available to your end users when working with change events. See Create a Change Event.

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. Click Change Management Configuration.
    This opens the Change Management Configurations page.
  3. Under the Change Types area, do the following:
    change-types.png
    1. To add a change type, type your desired text in the blank box. Then click the plus (+) button. 
    2. To edit an existing change type, double-click the appropriate value in the table. Then type over the existing text with your new value (Note: You cannot edit the system's default change type selections, only the custom ones that you create for use with your system). 
    3. To remove a change type, click the RED 'x' icon on the far right.
      Notes:
      • You cannot delete the system's default change type selections, only the custom ones that you create for use with your system. 
      • You cannot delete a change type if it has been associated with an existing change event. 
      • You can only set a change type when creating a change event, but you can filter by change types when looking at Prime PCOs.

Customize Change Event Statuses

You can customize the statuses that are available to your end users when working with change events. See Create a Change Event

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. Click Change Management Configuration.
    This opens the Change Management Configurations page.
  3. Under the Change Types area, do the following:


     
    1. To add a change event status, type your desired text in the blank box. For example, type Revise and Resubmit. Then select one of the available status considerations (e.g., Open, Closed, Void, or Pending). Then click the plus (+) button. 
    2. To edit an existing change event status, double-click the appropriate value in the table. Then type over the existing text with your new value (Note: You cannot edit the system's default change event status selections, only the custom ones that you create for use with your system). 
    3. To remove a change event status, click the RED 'x' icon on the far right.
      Notes:
      • You cannot delete the system's default change event status selections, only the custom ones that you create for use with your system. 
      • You cannot delete a change event status if it has been associated with an existing change event. 
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