Create a Change Order Request (COR) for a Commitment

Objective

To create a Change Order Request (COR) for a purchase order or subcontract.

Background

A COR gives contractors the ability to package one (1) or more Potential Change Orders (PCOs) into a formal request that you can send out for approval. When creating a COR, it is a common practice to group Commitment PCOs (CPCOs) that share the same scope of work into a COR. This helps to organize your change orders into logical groups, which can streamline the review and approval process. 

Things to Consider 

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments tool.

Prerequisites

• The project's commitment must be in the 'Approved' state.

Steps

1. Navigate to the project's Commitments tool.
2. Click Create CO Request.
   Note: This button is only available if your project's commitment is in the 'Approved' state.
   
3. Complete the following:
   • Number: This field is automatically prefilled based on the number of other CORs that have been created. By default, the number will automatically increment by one. However, you can manually enter a different number, if desired. (Note: If you manually enter a number, the next COR that's created will automatically increment by one, based upon this specified value.)
   • Date Created: Displays the date and time that the COR was created. You cannot change this value.
   • Revision: This field displays the COR's revision number. When a COR is first created, its revision number is zero (0). Depending on the feedback you receive from the reviewer/approver, a COR may have multiple revisions.
   • Created By: Displays the name of the user who created the COR. You cannot change this name.
   • Title: Enter a title that describes the COR.
   • Status: Select the current state of the COR. 
     • Approved: The COR has been approved. Costs are reflected as 'Approved Changes' in the budget.
     • Draft: The COR still needs to be modified before it can be submitted for review. Costs are not reflected in the budget.
     • Pending - In Review: The COR is currently being reviewed by an approver. Costs are reflected as 'Pending Changes' in the budget.
     • Pending - Revised: The COR has been modified since its initial submission. Costs are reflected as 'Pending Changes' in the budget.
     • Pending - Pricing: The COR is pending and is currently out for pricing. Costs are reflected as 'Pending Changes' in the budget.
     • Pending - Not Pricing: The COR is pending and is not actively being priced. Costs are reflected as 'Pending Changes' in the budget.
     • Pending - Proceeding: The COR is still pending and the work is being completed. Costs are reflected as 'Pending Changes' in the budget.
     • Pending - Not Proceeding: The COR is pending and the work is not currently taking place. Costs are reflected as 'Pending Changes' in the budget.
     • Rejected: The COR was rejected. Costs are not reflected in the budget.
     • No Charge: The COR will be performed at no charge. Costs are not reflected in the budget.
       Note: These statuses reflect the budget in the ways listed above for the Procore Standard Budget View. To create or modify views, see Set up a New Budget View.
   • Commitment Change Order: (For 3-tier change orders only) If desired, you can add the COR to a CCO. You can either select an existing CCO from the drop-down menu, or create a new CCO where the COR will automatically be added to it. 
   • Private: Mark this checkbox if you want to the COR to be private and only visible to users with 'Admin' permissions on the Prime Contract tab.
   • Description: Enter a more detailed description of the COR.
   • Schedule Impact: If known, you can provide an estimate of the number of additional days that would potentially be added to the current project schedule if the COR were approved. 
   • Potential Change Order: Select which Potential Change Order(s) to include in the COR.
   • Attachments: Select and attach any relevant documents. 
4. Click Create to create the COR. If you want to email it upon creation, click Create & Email. You will be taken to a new page where you can select recipients for the email.

Next Steps

• Create a Commitment Change Order (CCO)

See Also

• Create a Commitment Potential Change Order (CPCO) from a Change Event
• Create a Commitment