Export a Change Order
Objective
To export a change order to the Portable Document File (PDF) format.
Background
If you would like to export a change order on your project to share with others or to use as an attachment, you can use the export feature in the Change Orders tool to create a PDF file.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions and higher on the project's Change Orders tool.
- Supported File Formats:
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- Portable Document File (PDF)
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- Additional Information:
- Change order exports respect the contract's accounting method. See How do I set the accounting method for a contract or funding?
- In the 'Change Order Line Items' section of the PDF export file, Procore lists the budget code. See What is a budget code in Procore's WBS?
Prerequisites
Steps
Export a PDF of a Change Order
- Navigate to the project's Change Orders tool.
- Click one (1) of these tabs:
- Commitments. This tab lists any Commitment Change Orders (CCOs) on the project.
- Prime Contracts. This tab lists any Prime Contract Change Orders (PCCOs) on the project.
- Locate the change order to export in the selected tab. Then click View to open that change order. The illustration below shows you the location of the View button. It is available on both tabs.
- In the change order, click the Export button and choose PDF from the drop-down list.
Export a Change Order PDF from the List
- Navigate to the project's Change Orders tool.
- Click one (1) of these tabs:
- Commitments. This tab lists any Commitment Change Orders on the project.
- Prime Contracts. This tab lists any Prime Contract Change Orders on the project.
- Locate the change order to export in the selected tab. Then click the PDF icon on the change order line item.
