Change Orders

Procore's Change Orders tool streamlines and improves critical steps in the otherwise manual change management process so no potential cost impact slips through the cracks. See how easy this tool makes it to facilitate faster approvals, streamline communication, and eliminate the need to proceed at risk—without paper and time-consuming trips from the jobsite to the back office.

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Client Contract Change Orders
Commitment Change Orders
Funding Change Orders
Prime Contract Change Orders
Configuration Tasks: Change Orders Tool
Configuration Tasks: Project Financials Tools
Additional Tasks 
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To browse and search all Procore training videos, visit our video library.

Web

Create a Change Event - General Contractor
 
Create a Change Event - Owner
 
Create a Change Event - Specialty Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Commitment Change Order - Owner
 
Create a Commitment Change Order - Specialty Contractor
 
Create Bulk Commitment Change Orders from a Change Event
 
Create a Prime Contract Change Order - General Contractor
 
Create a Funding Change Order - Owner
 
Create a Client Contract Change Order - Specialty Contractor
 
Create a Prime PCO - Owner
 
Review PCCOs - Owner
 
Create and Send RFQs
 
Create and Send RFQs - Owner
 
Respond to an RFQ - Owner
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Client Contract CO - Specialty Contractor
 

Specialty Contractor - Create a Client Contract CO

 

Create a Prime PCO

 

Owner - Respond to an RFQ

 

Owner - Review Prime Contract COs

 

Owner - Create and Send an RFQ

 

Create an RFQ

 

Owner - Create a Prime PCO

 

Specialty Contractor - Create an CCO

 

Owner - Create an CCO

 

Create an CCO

 

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Field Worker - Create a Change Event (Mobile)

 

Owner - Create a Change Event

 

Specialty Contractor as a Client - Create a Change Event

 

Create Change Events

 

Specialty contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update Change Orders

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review Prime Contract COs

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Approving or Rejecting a Change Order

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Sending a Change Order For Approval

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Field Worker - Create a Change Event (Mobile)

 

Create Change Events

 

Create a Prime PCO

 

Create an CCO

 

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Change Events

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an CCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Change Event

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Commitment Change Order

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime Contract Change Order

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Change Event - Owner
 
Create a Change Event - Specialty Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Commitment Change Order - Owner
 
Create a Commitment Change Order - Specialty Contractor
 
Create Bulk Commitment Change Orders from a Change Event
 
Create a Prime Contract Change Order - General Contractor
 
Create a Funding Change Order - Owner
 
Create a Client Contract Change Order - Specialty Contractor
 
Create a Prime PCO - Owner
 
Review PCCOs - Owner
 
Create and Send RFQs
 
Create and Send RFQs - Owner
 
Respond to an RFQ - Owner
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Client Contract CO - Specialty Contractor
 

Specialty Contractor - Create a Client Contract CO

 

Create a Prime PCO

 

Owner - Respond to an RFQ

 

Owner - Review Prime Contract COs

 

Owner - Create and Send an RFQ

 

Create an RFQ

 

Owner - Create a Prime PCO

 

Specialty Contractor - Create an CCO

 

Owner - Create an CCO

 

Create an CCO

 

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Field Worker - Create a Change Event (Mobile)

 

Owner - Create a Change Event

 

Specialty Contractor as a Client - Create a Change Event

 

Create Change Events

 

Specialty contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update Change Orders

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review Prime Contract COs

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Approving or Rejecting a Change Order

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Sending a Change Order For Approval

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 Note
The Change Orders tool uses the workflows defined for the Change Events tool. See Change Events - Workflow Diagrams.

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

diagram_change-orders_client-contract-change-orders.png

Commitment Change Order Tiers

diagram_change-orders_commitment-change-orders.png

diagram_change-orders_commitment-change-orders_de-de.png

diagram_change-orders_commitment-change-orders_en-au.png

diagram_change-orders_commitment-change-orders_en-ca.png

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diagram_change-orders_commitment-change-orders_es-es.png

diagram_change-orders_commitment-change-orders_es-la.png

diagram_change-orders_commitment-change-orders_fr-ca.png

diagram_change-orders_commitment-change-orders_fr-fr.png

diagram_change-orders_commitment-change-orders_pt-br.png

diagram_change-orders_commitment-change-orders_zh-sg.png

diagram_change-orders_commitment-change-orders.png

Funding Change Order Tiers

diagram_change-orders_funding-change-orders.png

Prime Contract Change Order Tiers

diagram_change-orders_prime-contract-change-orders.png

diagram_change-orders_prime-contract-change-orders_de-de.png

diagram_change-orders_prime-contract-change-orders_en-au.png

diagram_change-orders_prime-contract-change-orders_en-ca.png

diagram_change-orders_prime-contract-change-orders_en-gb.png

diagram_change-orders_prime-contract-change-orders_es-es.png

diagram_change-orders_prime-contract-change-orders_es-la.png

diagram_change-orders_prime-contract-change-orders_fr-ca.png

diagram_change-orders_prime-contract-change-orders_fr-fr.png

diagram_change-orders_prime-contract-change-orders_pt-br.png

diagram_change-orders_prime-contract-change-orders_zh-sg.png

diagram_change-orders_prime-contract-change-orders.png

 

Change Orders

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add a Related Item to a Commitment Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Related Item to a Prime Contract Change Order       icon-mindtouch-table-check.png
Approve or Reject Commitment Change Orders 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Change Orders       icon-mindtouch-table-check.png
Create a PDF of a Change Order   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Order 2       icon-mindtouch-table-check.png
Email Forward a Change Order     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review and Respond to Commitment Change Orders   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change Orders 3,4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 To perform this task as a user with 'Standard' level permissions on the Change Orders tool, you must be the 'Designated Reviewer' on the change order. See Create a Commitment Change Order.

2 Users with 'Admin' level permissions on the project's Change Orders tool must be granted additional tool permissions: (1) To edit a Commitment Change Order (CCO), 'Admin' level permissions on the project's Commitments tool, and/or (2) to edit a Prime Contract Change Order (PCCO), 'Admin' level permissions on the project's Prime Contracts tool. Additional factors may also apply. For details, see Edit a Change Order.  

3 Users with 'Read Only' or 'Standard' level permissions on the project's Change Orders tool can view change orders for contracts not marked 'Private.' If a contract is marked 'Private,' users must be added to the 'Private' drop-down list on the contract.

4 Users with 'Admin' level permissions to the project's Change Orders tool can also view change orders for contracts not marked 'Private'. If a contract is marked 'Private', users either be (A) added to the 'Private' drop-down list on the contract or (B) assigned  'Admin' level permissions on the Commitments and/or Prime Contracts tool. 

Admin Tool

The following table highlights which user permissions are required in the project's Admin tool to perform the described user action.

Task None Read Only Standard Admin
Enable the Change Orders Tool       icon-mindtouch-table-check.png

 

Below are the notable changes to the project's Change Orders tool. 

Recent Changes

No recent notable changes.