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Procore

Review and Respond to Commitment Change Orders (CCOs)

Objective

To review and respond to a commitment change order (CCO). 

Things to Consider

  • Required User Permission: The CCO must be assigned to you and one of the following must be true:
    • 'Standard' level permissions or above on the project's Change Orders tool
      -or-
    • 'Standard' level permissions on the project's Commitments tool and added to the Private drop-down in the Commitment.
  • You can only respond to a CCO if you've been listed as the designated reviewer.
  • Only one person can be designated as a reviewer.
  • A CCO can only be reviewed and responded to if it's in either the 'Pending - In Review' or 'Pending - Revised' state.
  • Responses must be entered in the web application. Reviewers cannot reply to the email notification with their response.

Steps

  1. Find the pending CCO that requires your response.
    • You may have received an email notification with a direct link to the pending CCO. (View Example Email)
      Note: If you want the designated reviewer to receive an email about items they need to approve, the project's admin must send them an email using the Email button on the change order. See Email Forward a Change Order.
    • The pending CCO will be listed in Procore under "My Open Items" on the project's Home tab.
    • The pending CCO will appear under the Change Order tab and will be denoted with a "View" button. You will only see this if you have permissions to the Change Orders tool.
    • The pending CCO will appear under the Change Orders tab in the Commitment tool. Click View next to any CCO that list you as a Designated Reviewer.
  2. Enter a response and click either the Reject this CCO or Approve this CCO buttons. (Note: The creator of the CCO will receive an email notification with your response.)

    reviewer-response2015-05-04_12-02-23.png
    Note: Once you reject or approve the CCO, your name will populate in the "Reviewer" field for the change order.
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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