Create a Change Order Request for a Commitment

Objective

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

Background

If your project is using the three (3) tier change order setting, 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

• Create a Purchase Order or Create a Subcontract
• The contract must be in the 'Approved' state.

Steps

1. Navigate to the project's Commitments tool.
2. Click Create CO Request.

    Important

   The 'Create CO Request' button is only available if your project's commitment is in the 'Approved' status.
   
   
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: Choose as status for the COR. To learn more, see What are the default statuses for change orders in Procore?
   • Optional: Commitment Change Order: Add a COR to a CCO. You can select an existing CCO from the drop-down menu or you can create a new CCO and the COR will  be added automatically. 
   • Private: Mark this checkbox if you want the COR to private. A private COR is visible only to users with 'Admin' permissions on the Prime Contracts tool.
   • 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. Choose from these options:
   • To create the COR, click Create.
     OR
   • To create the COR and then forward it to recipients, click Create & Email. This takes you to a 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 Purchase Order
• Create a Subcontract