Approve or Reject Prime Contract Change Orders
Background
A change order details a modification that changes the scope of work or pricing of a 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 change order. 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 change order with the Prime Contracts or Change Orders tool, 'Standard' level permissions or higher on the project's Prime Contracts and Change Orders tools, and assigned as the 'Designated Reviewer' on the change order.
- To approve or reject a change order using only the Change Orders tool, 'Read Only' level permissions or higher on the project's Prime Contracts tool, plus 'Standard' level permissions on the Change Orders tool, and assigned as the 'Designated Reviewer' on the change order.
- Additional Information:
- A change order can only have one (1) 'Designated Reviewer' assigned to it.
- If the Prime Contract is marked private, the reviewer will also need to be added to the contract's privacy access list.
- A 'Designated Reviewer' can only submit a 'Reviewer's Response' when the change order is in the 'Pending - In Review' or 'Pending - Revised ' status.
- Change orders must be reviewed in the Procore web application. Responses cannot be submitted via email or using the Procore Mobile app.
Steps
- 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: Prime Contract Change Order: PCCO #: Title.' Then click the View Online link in the email notification to view the change order in Procore.
Notes
- To receive this email message, it must be forwarded to you. For instructions, see Email Forward a Change Order.
- 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.
Note
- A change order only appears in the 'My Open Items' area for the 'Designated Reviewer' when the change order is in the 'Pending - In Review' or 'Pending - Revised ' status.
- Navigate to the project's Prime Contracts tool. Locate the prime contract and click its Number link to open it. Then click its Change Orders tab. Locate the change order and click View. See View a Prime Contract.
- Navigate to the Change Orders tool. In the Prime Contracts tab, locate the change order and click View. See View Change Orders.
- Review the change order.
- Scroll to the 'Reviewer's Response' text box. This section is only visible to the person assigned as the 'Designated Reviewer' list on the change order.
- Choose from these options:
- To reject the change order, enter any comments about the reason. Then click Reject this PCCO.
OR
- To approve the change order, enter any comments. Then click Approve this PCCO.
Notes
After you click the approve or reject button detailed above, Procore does the following to the change order:
- Updates the status of the change order status to 'Approved' or 'Rejected'. See What are the default statuses for change orders in Procore?
- Sends an email notification to the person who created the change order to alert them of your response.
- Adds your name to the 'Reviewer' field on the change order.
- Adds the date you submitted your response to the 'Review Date' field.