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Create a Prime Contract Change Order (PCCO) from a Change Event

Objective

To create a Prime Contract Change Order (PCCO) from a change event.

Background

In Procore, a Prime Contract Change Order (PCCO) is a change order that affects the prime contract. In a two-tier change order setup, it typically consists of a bundle of Potential Change Orders (PCOs) that must be approved by the owner.  In a three-tier change order setup, it typically consists of a bundle of Change Order Requests (CORs) that must be approved by the owner. See What are the different change order tiers?

The steps required to create a PCCO from a change event depends upon how your project's Prime Contract tool's change order configuration settings:

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin ' level permission on the projects' Prime Contract tool. 
      AND
    • 'Standard' or 'Admin' level permission on the project's Change Events tool.
  • Required Configuration Setting:
  • Prerequisites:
  • Additional Information:
    • After you create a change event, you can also create a Request for Quote (RFQ) to send to the affected subcontractor(s). See Create RFQs.

Steps

  1. Navigate to the project's Change Events tool.
    The Change Events page appears. 
  2. In the Change Events tab, locate the desired change event in the list. Then click View
    This opens the selected change event. 
  3. In the General tab, scroll down to the Prime PCO area.
  4. Click the Create Prime PCO button.
    This opens the Create Prime Potential Change Order window.
  5. Complete the following:
    • Title. The system automatically assigns the name of the selected change event to your PCCO. You can change this title as needed. 
    • Description. Type a detailed description about the PCCO.
    • Status. The default status for a new PCCO is Pending - In Review. You can also select another status:
      Note: These statuses reflect the budget in the ways listed above for the Procore Standard Budget View. To create or modify views, see Set up a New Budget View.
      • Approved. Indicates the PCCO has been approved and that its costs are reflected as 'Approved COs' in the project's budget.
      • Draft. Indicated the change order has been created, but is currently in the 'Draft' status.
      • Pending - In Review. Indicates the PCCO is current being reviewed by the approver and its costs are currently reflected as 'Pending Changes' in the project's budget.
      • Pending - Not PricingIndicates the PCCO is pending approval, RFQs have not be sent to contractors/subcontractors for pricing, and its costs are currently reflected as 'Pending Changes' in the project's budget.
      • Pending - Not Proceeding.  Indicates the PCCO is pending approval, the work associated with the change order has been stopped, and its costs are currently reflected as 'Pending Changes' in the project's budget.
      • Pending - Pricing. Indicates the PCCO is pending approval, the associated RFQs have been sent to contractors/subcontractors for pricing, and its costs are currently reflected as 'Pending Changes' in the project's budget.
      • Pending - Proceeding. Indicates the PCCO is pending approval, the work associated with it is proceeding, and that its costs are currently reflected as 'Pending Changes' in the project's budget.
      • Pending - Revised. Indicates the PCCO is pending approval, that it was revised since it it was initially submitted for approval, and its costs are currently reflected as 'Pending Changes' in the project's budget.
      • No Charge. Indicates no charge results from the PCCO.
      • Rejected. Indicates the PCCO has been rejected and costs are NOT reflected in the budget.
    • Attachment. Attach any relevant files or documents.
    • Schedule ImpactIf known, enter the estimated number of days to be added to the project's schedule if the PCCO is approved.
    • ROM. The Rough Order of Magnitude (ROM) value displays here. This value corresponds to the 'Scope Estimate' for the change event that you used to create this PCCO (Note: In order to update this value, you must edit it using the project's Change Events tool. See Edit a Change Event). 
    • Schedule of Values-Optional. Place a checkmark next to the appropriate line items. The values corresponds to the 'Scope Estimate' on the change event, Request for Quote (RFQ), or Commitment Change Order (CCO) 
      Notes:
      • If you want to add line items to the Schedule of Values (SOV) at a later time, leave the checkbox blank.
      • To edit the scope estimate for the SOV at a later time, see Edit a Change Event.
  6. Click Create Prime CO.
    The system creates the new PCCO and lists it on the change event's General tab under Change Event Summary. To do this 
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Last modified
15:14, 18 Aug 2017

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