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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 the project's Commitments tool.

Background

When setting up the Commitments tool for a project, you can choose between a one (1)-tier, two (2)-tier-, or three (3)-tier configuration setting. This setting:

  • Determines how many steps are required to manage change orders for your project's commitments. The one (1)-tier setting requires one (1) step, the two (2)-tier setting requires two (2) steps, and so on. See What are the different change order tiers?
  • Must always be configured before your project team starts creating CCOs. You are NOT permitted to change this setting after your team creates change orders. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Commitments tool.
    Additional Information:
 Important
  • Your change order tier setting MUST be configured in Procore before you create the first commitment on the project.
  • If you do NOT specify a setting, the default setting on the tool is the 1-tier configuration. 
  • It is strongly recommended that you do NOT change this setting after you have created CCOs on your project. 
  • If your team is considering changing this setting during the course of the project, please be aware of the following before making a setting change:
    • You can increase the number of change order tiers at any time. For example, you can change a 1-tier setting to a 2-tier setting in the Commitments tool. 
    • You cannot decrease the number of change order tiers unless you first delete ALL of your project's existing change orders. 

Prerequisites

 

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
     
    • One (1) Tier Change Orders
      With this setting, users create a CCO when there is a change to a purchase order or subcontract. Then, users submit the CCO to the appropriate users to review and approve.
    • Two (2)-Tier Change Orders
      With this setting your project users follow these steps:
      • Create one (1) or more Commitment Potential Change Orders (CPCOs).
      • Create a CCO and then group the CPCOs into the CCO. Then, users submit the CCO to the appropriate users to review and approve.
    • Three (3)-Tier Change Orders
      With this setting, your users follow these steps:
      • Create one (1) or more CPCOs. 
      • Add the CPCOs individually or group them into a Change Order Request (COR). Then, users submit the COR to the appropriate users to review and approve.
      • After approval, create a CCO and group all of the CORs into the CCO. Then, users submit the CCO to the appropriate users to review and approve.
         Important
        The three (3) tier setting is NOT a common setting to implement in a Procore project. You should only apply the three (3)-tier change order setting to a Procore project when your billing process requires you to group all approved change orders for the month into a single, combined change order for final signature. Because this is an uncommon requirement, most Procore customers choose to implement the one (1) or two (2) tier change order setting. 
  4. Click Update.

 

If you would like to learn more about Procore's commitments software and how it can help your business, please visit our construction financials tool product page .