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Configure Advanced Settings: Change Orders

Objective

To configure advanced settings for your project's Change Orders tool.

Background

The configuration settings for the project's Change Orders tool gives you the ability customize change order reasons, change order types, and change order statuses.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Change Orders tool.

Steps

You can perform the following configuration tasks:

Configure Change Order Settings

  1. Navigate to the project's Change Orders  tool.
  2. Click the Configure Settings  icon.
  3. Under Change Order Settings, set up the following:

    change-order-settings.png
     
    • Show Line Items on Prime Contract Change Order PDFs
      • To show line items on prime contract change orders exported PDFs, place a mark in the checkbox. 
      • To hide line items from prime contract change orders exported PDFs, remove the mark from the checkbox. 
    • Show Line Items on Commitment Change Order PDFs
      • To show line items on commitment change orders exported PDFs, place a mark in the check box. 
      • To hide line items from change orders exported PDFs, remove the mark from the check box. 
    • Change Reason Behavior 
      To modify the change reason behavior always contact your Procore point of contact first. You have these options:
      • Drop-down list of pre-defined reasons. This provides users with the ability to select options from a drop-down list. See Set the Default Change Management Configurations.
      • Freeform text field. This provides your users with the ability to perforn freeform data entry. 
  4. Click Update.

Set User Permissions for the Change Orders Tool

If you have a small number of users, you might choose to manage user permissions to the project's Change Orders tool using the steps below. If you have a large number of users, it is recommended that you manage user permissions on Procore's project tools using permission templates. For instructions, see Manage Permission Templates

  1. Navigate to the project's Change Orders tool.
  2. Click the Configure Settings  icon.
  3. Click Permissions Table.
  4. Set each user's permission for the tool according to your preferences.  
    • check.png Access
    • x.png No Access
      Note: To view a complete list of available tasks by permission level, see Permissions.
  5. When finished, click Back.

See Also

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 here.

 

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