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.
ImportantIn 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 Permissions:
- 'Admin' level permissions on the project's Commitments tool.
- The project's commitment must be in the 'Approved' state.
- Navigate to the project's Commitments tool.
- Click Create CO Request.
Note: This button is only available if your project's commitment is in the 'Approved' state.
- 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.
- 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.