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Procore

Workflow

Workflow Diagrams


Interactive Task-based Workflow

The Change Orders tool uses the workflows defined for the Change Events tool. See Workflows.


Change Order Tiers

The steps that you use to create a change order depend on the change order tier setting configured on the Procore project tool used to create the original contract. To learn more, see What are the different change order tier settings in Project Financials?

Client Contract Change Order Tiers



How many change order tiers are configured on the project's Client Contracts Tool?
How many change order tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


Create a Potential Change Order for a Client Contract
Create a Potential Change...


Create a Client Contract Change Order
Create a Client Contract...


Create a Potential Change Order for a Client Contract
Create a Potential Change...


Create a Client Contract Change Order
Create a Client Contract...


Create a Change Order Request for a Client Contract
Create a Change Order Re...


Create a Client Contract Change Order
Create a Client Contract...
LEGEND
LEGEND
Project Manager
Project Manager
Client Contracts Tool
Client Contracts Tool

Commitment Change Order Tiers



How many change order tiers are configured on the project's Commitments Tool?
How many change order tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


Create a Commitment Potential Change Order
Create a Commitment Potent...


Create a Commitment Change Order
Create a Commitment Chan...


Create a Commitment Potential Change Order
Create a Commitment Potent...


Create a Commitment Change Order
Create a Commitment Chan...


Create a Change Order Request for a Commitment
Create a Change Order Re...


Create a Commitment Change Order
Create a Commitment Chan...
LEGEND
LEGEND
Project Manager
Project Manager
Commitments Tool
Commitments Tool

Funding Change Order Tiers



How many change order tiers are configured on the project's Funding Tool?
How many change order tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


Create a Potential Change Order for a Funding
Create a Potential Change...


Create a Funding Change Order
Create a Funding Change...


Create a Potential Change Order for a Funding
Create a Potential Change...


Create a Funding Change Order
Create a Funding Change...


Create a Change Order Request for a Funding
Create a Change Order Re...


Create a Funding Change Order
Create a Funding Change...
LEGEND
LEGEND
Project Manager
Project Manager
Funding Tool
Funding Tool

Prime Contract Change Order Tiers



How many change order tiers are configured on the project's Prime Contracts Tool?
How many change order tiers are configur...
One (1) Tier
Recommended
One (1) Tier...
Two (2) Tier
Recommended
Two (2) Tier...
Three (3) Tier
Recommended
Three (3) Tier...


Create a Potential Change Order for a Prime Contract
Create a Potential Change...


Create a Prime Contract Change Order
Create a Prime Contract...


Create a Potential Change Order for a Prime Contract
Create a Potential Change...


Create a Prime Contract Change Order
Create a Prime Contract...


Create a Change Order Request for a Prime Contract
Create a Change Order Re...


Create a Prime Contract Change Order
Create a Prime Contract...
LEGEND
LEGEND
Project Manager
Project Manager
Prime Contracts Tool
Prime Contracts Tool