Configure the Number of Commitment Change Order Tiers

Objective

To configure the number of commitment change order tiers for the project's Commitments tool.

Background

When setting up a project's Commitments tool, most Procore clients choose to implement a 1- or 2-tier configuration setting. This setting:

• Determines how many steps are required to manage change orders for your project's commitments. To learn more, see What are the different change order tier settings in Project Financials?
• Must always be configured before your project team starts creating change orders. You are NOT permitted to change this setting after your team creates a change order. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Commitments tool.
• Additional Information:
  • To learn about the supported change order tiers in Procore, see What are the different change order tier settings in Project Financials?

Prerequisites

• Add the Commitments tool to the project. See Add and Remove Project Tools.

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 list:
   
   
    

    Note

   If you choose the two (2) or three (3) tier change order configuration setting, you have an option to allow your collaborators to create their own potential change orders. Both tier settings utilize potential change orders. You must also enable the 'Allow Standard Level Users to Create PCOs' checkbox. To learn more, see Allow Collaborators to Submit Field-Initiated Change Orders (Beta).
    
   • One (1) Tier Change Orders
     With this setting, users create a commitment change order when there is a change to a purchase order or subcontract. Then, users submit the commitment change order 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. 
     • Create a commitment change and then group the potential change orders into it. Then, users submit the commitment change orders 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 commitment potential change order(s). 
     • Add the potential change orders individually or group them into a change order request. Then, users submit the change order request to the appropriate users to review and approve.
     • After approval, create a commitment change order and group all of the change order requests into it. Then, users submit the commitment change order 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.

See Also

• What are the different change order tier settings in Project Financials?
• Create a Commitment Change Order