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Procore

Approve or Reject Commitment Change Orders

Objective

To approve or reject a Commitment Change Order (CCO) as its 'Designated Reviewer.' 

Background

Commitment Change Order (CCO) details a potential change in costs that affects the original commitment contract. When you create a change order, you can assign another project user as the 'Designated Reviewer' for that change order. Only one (1) Procore user can be assigned as the 'Designated Reviewer' on a commitment. In addition, before the reviewer can submit an 'Approve' or 'Reject' response, the change order must be placed into the Pending - In Review or Pending - Revised status.

Things to Consider

  • Required User Permissions:
    • To approve or reject a commitment change order, 'Standard' level permissions on the project's Change Orders tool and added as the 'Designated Reviewer' on the change order. 
    • To view a commitment change order marked as private, 'Standard' level permissions on the project's Commitments tool and added a member of the 'Private' drop-down list on the commitment contract. 
  • Additional Information:
    • Only one (1) user can be assigned as the 'Designated Reviewer' on the commitment contract. 
    • The 'Designated Reviewer' must submit an Approve or Reject response in Procore.
    • The 'Designated Reviewer' cannot submit a response to the change order from the Procore email notification. 
  • Limitations:
    • The 'Designated Reviewer' field is only available on downstream change orders for your commitments. It is NOT available on upstream Potential Change Orders (PCOs) . 

Prerequisites

Steps

  1. Open the change order requiring your response. Here are ways for a 'Designated Reviewer' to find it:
    • Locate the email message with the subject line: 'FW: Commitment Change Order: CCO#: Title.' Then the View Online link in the email notification to view the change order in Procore.
       Notes
      • To receive the email notification, it must be forwarded to you. For instructions, see Forward a Change Order to a Project User by Email.
      • If you are NOT logged into Procore when you click the View Online line, you will be prompted to enter your login credentials. 
    • Navigate to the project's Home page and click the change order's link in the 'My Open Items' area. See About the Project Home Page.
    • Navigate to the project's Commitments tool. Locate the commitment contract in the table and click the Number link to open it. Then click the contract's Change Orders tab. Locate the change order and click View. See View Change Orders.
    • Navigate to the project's Change Orders tool. In the Commitments tab, locate the change order and click View. See View Change Orders.
  2. Review the change order.
  3. When you are ready to submit an approve or reject response, scroll to the 'Reviewer's Response' box.
  4. Choose from the following options:

    reviewer-response2015-05-04_12-02-23.png
    • To approve the change order, enter any approval comments. Then click Approve this CCO
       In Beta
      Note to users participating in the 'Field-Initiated Change Orders' limited release beta program. When a user places a change order in the 'Approved' status and it includes a value in 'Schedule Impact' field of the change order, Procore automatically updates the 'Estimated Completion Date' field in the commitment contract by the number of days entered. See Commitments: Allow Collaborators to Submit Field Initiated Change Orders
    • To reject the change order, enter an explanation about the rejection. Then click Reject this CCO
 Notes

After you click the approve or reject button detailed above, Procore does the following:

  • Sends an email notification about your response to the creator of the change order.
  • Automatically add your name to the 'Reviewer' field on the approved or rejected change order. This field indicates that the 'Designated Reviewer' has submitted a 'Reviewer's Response.' 

 

If you would like to learn more about Procore's change order software and how it can help your business, please visit our construction change order product page .