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Procore

Configure the Number of Commitment Change Order Tiers

Objective

To configure the number of Commitment Change Order (CCO) tiers for your project's Commitments tool.

Background

When you initially set up the Commitments tool for a project, you can choose between a 1-tier, 2-tier-, or 3-tier configuration setting. The setting you choose determine how many steps are required to managing change orders for your project's commitments. See What are the different change order tiers? This setting must always be configured before your project users start creating CCOs. It is also important to note that the system will NOT permit you to change this setting after your team starts creating change orders. 

Things to Consider

 Important
  • This setting MUST be set configured before you create the first commitment on the project.
  • You are NOT permitted to change this setting after the first commitment is created.
  • If you do NOT specify a setting, the default setting on the tool is 1-tier (one-tier).

Workflow

Depending on the configuration you choose, your users will follow the workflow detailed below to manage changes for your project's commitments.

Steps

  1. Navigate to the project's Commitments tool. 
  2. Click Configure Settings .
  3. Select one of these options from the Number of Commitment Change Order Tiers drop-down menu:

    select-number-cco-tiers.png
    • 1-Tier (One-tier, a.k.a. 'single-tier')
      Users only need to create a CCO when there is a change on a commitment The CCO can then be sent to the appropriate project users for review and approval.
    • 2-Tier (Two-tier)
      This is the tool's default setting. With two tiers, your project users will first create one or more Commitment Potential Change Orders (CPCOs). The change orders are then grouped into a CCO, which can then be sent to the appropriate project users for review and approval.
      Note: If your company or project's 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, the two-tier configuration is the recommended setting for the Commitments tool. 
    • 3-Tier (Three-tier)
      With three tiers, your project users will first create one or more CPCOs. The change orders are then added individually or grouped into a Change Order Request (COR), which can then be submitted to the appropriate project users for review and approval. After approval, the CORs can be grouped into a single CCO. 
  4. Click Update.

See Also

 

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