To create a client contract change order in Procore's Client Contracts tool.
Use the steps below when you need to create a client contract change order.
Sign with DocuSign®
If you have enabled the Procore + DocuSign® integration (see Enable or Disable the DocuSign® Integration on a Procore Project), a checkmark appears in this box by default. If you do NOT want to collect signatures with DocuSign®, remove the mark.
#
Accept the default number, enter a new number, or create a custom numbering scheme for this change order and future ones.
Date Created
Shows the date and time the change order was created in Procore. You cannot change this date.
Revision
If you revise a change order later, you can enter the revision number here.
Created By
Procore automatically populates this field with the name of the user who created the change order.
Title
Enter a descriptive name here.
Status
Select the current status of the change order. Procore automatically places the change order in the 'Draft' status. To learn more, see What are the default statuses for change orders in Procore?
Private
Mark this checkbox if you want the item to be private. This means it is only visible to users with 'Admin' level permissions on the contract (or funding).
Due Date
Select a due date to indicate the date by which the 'Designated Reviewer' must approve or reject the change order.
Invoiced Date
Select the date when the change order was invoiced.
Designated Reviewer
Select the Procore user at your organization who is responsible for approving or rejecting the change order. To appear as a selection in this list, the designated reviewer's Procore user account must be added to the Project Directory and have 'Standard' level permissions or higher to the contract or funding tool. See Add a User Account to the Project Directory.
Are you the 'Designated Reviewer' on a change order? To learn how to submit an approve or reject response, see Approve or Reject a Change Order.
Paid Date
Select the date that payment was received for the change order.
Description
Enter a more detailed description of the change order.
Schedule Impact
If this change order is expected to impact the construction project's schedule, enter the estimated number of additional days this would add to the schedule.
Revised Substantial Completion Date
If the change order modifies the substantial completion date for the contract, select that date from the calendar control.
Executed
Mark this checkbox after the change order is fully executed.
Potential Change Orders
If the tool is configured for two (2)-tier change orders, select any potential change orders related to this change order from this drop-down list. See Configure the Number of Change Order Tiers on a Project Financials Tool.
Change Order Requests
If the tool is configured for three (3)-tier change orders, select any change order requests related to this change order from this drop-down list. See Configure the Number of Change Order Tiers on a Project Financials Tool.