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Create a Change Order Request (COR) for a Commitment

Objective

To create a Change Order Request (COR) for a commitment.

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. 

 Important
In Procore, you will only create a COR when your project's Commitments tool is using the three (3) tier change order setting. Neither the 1- or 2- tier change order configurations use the COR step. See What are the different change order tiers?

Things to Consider 

  • Required User Permissiosn:
    • '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.
    create-prime-contract-change-order-request.png
  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.

 

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 here.