Skip to main content
Procore

Configure the Number of Client Contract Change Order Tiers

 Limited Release
flag-us.png flag-canada.png The Client Contracts tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more see, What dictionaries and languages are available in the Procore web application?

Objective

To configure the number of Client Contract Change Order (CCCO) tiers for your project's Client Contracts tool.

Background

When you initially set up the Client Contracts tool for a project, you can choose between a 1-tier, 2-tier-, or 3-tier configuration. See What are the different change order tier settings in Project Financials? This setting determines how many steps are required when managing change orders on a Procore project. You must configure this setting before your project users create CCCOs on the project. This setting cannot be changed after a change order is created. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Client Contracts tool.
  • Additional Information:
    • This setting MUST be set configured before you create the first CCCO on the project.
    • If you do NOT specify a setting, Procore's default setting is the 2-tier configuration.
    • You are NOT permitted to change the change order configuration setting after the first CCCO is created.

Steps

  1. Navigate to the project's Client Contracts tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Select one of these options from the Number of Client Contract Change Order Tiers drop-down menu:
     Important
    This setting cannot be changed after the first change order is created on the project.
    client-contract-tiers.png
    • 1-Tier (One-tier, a.k.a. 'single-tier')
      Users only need to create a CCCO when there is a change on a client contract. The CCCO can then be sent to the appropriate project users for review and approval.
    • 2-Tier (Two-tier)
      This is the default setting. With two tiers, your project users create one or more Client Contract Potential Change Orders (PCOs). Client Contract PCOs are then grouped into a CCCO, and sent to the appropriate project team members for review and approval.
       Notes
      • A three (3) tier change order configuration is also available. To learn more, see What are the different change order tier settings in Project Financials?
      • If your company or project billing process does NOT require you to group all of the approved change orders for the month into a single, combined change order for final signature, Procore recommends configuring the two-tier change order configuration setting on the Client Contracts tool. 
  4. Click Update.