(Beta) View a Client Contract's Change Orders
Limited Release
The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?Objective
To view the change orders associated with a client contract.
Background
To navigate to the change orders associated with a client contract, click the 'Change Orders' tab in the contract. The number of sections in this tab corresponds to the number of change order tiers configured for the project's Client Contracts tool. See What are the different contract change order tiers?
Available Sections in the Change Orders Tab
This table shows which change order sections are available in the Change Orders tab of a client contract.
| Change Order Tier | Client Contract Change Orders CCCOs |
Change Order Requests CORs |
Potential Change Orders Prime PCOs |
|---|---|---|---|
| One (1) Tier |  |
 |
|
| Two (2) Tiers | |
|
|
| Three (3) Tiers | |
|
|
| These are the available columns in each section's table | Number, Revision, Title, Status, Amount, Date Initiated, Due Date, Review Date, Designated Reviewer, PCOs | Number, Revision, Title, Status, Amount, Date Initiated, Due Date Review Date, Designated Reviewer, PCOs | Number, Revision, Title, Status, Amount, Schedule Impact, Date Initiated, Change Reason, COR, CCCO, Change Events, Change Event Type |
Things to Consider
- Required User Permissions:
- 'Admin' level permission on the Client Contracts tool.
- Additional Information:
- The number of sections in this tab depends on the number of change order tiers configured in the Client Contracts tool.
Prerequisites
Depending on the number of change order tiers configured in your environment, you will need to create one (1) or more of the following items for your client contract, in order for Procore to list in the available section.
Steps
- Navigate to the project's Client Contracts tool.
- In the contracts table, locate the client contract.
- Click the contract's Number link to open it.
- In the contract, click the Change Orders tab.
Example
Depending on the number of change order tiers configured in your environment, the 'Change Orders' tab includes one (1) to three (3) different sections. See Configure the Number of Client Contract Change Order Tiers.
- Choose from these options:
- To open a change order, click one of the hyperlinks in the table in the change order section.
- To export a list of the change orders, click the PDF or CSV button at the top of the table.