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Procore

Edit a Commitment Change Order Linked to a Potential Change Order for a Funding

 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To edit a Commitment Change Order (CCO) that is linked to a Potential Change Order (PCO) on a funding, directly from the PCO.

Background

If you are working with a PCO on a funding, you can change the status of an associated commitment PCO or you can update the amount of the CCO line item.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool.
  • Requirements:
    • The Change Events tool MUST be disabled to use these steps.

Steps

  1. Navigate to the project's Funding tool.
  2. Locate the funding to work with. Then click its Number link.
  3. Locate the PCO with the linked CCO to edit. Then click View.
  4. Click the Schedule of Values tab.
  5. Click Edit.
  6. Click the Status or Commitment Amount columns to edit what is shown there.
    Note:
    • A blue corner indicates you can edit the column inline.
    • The Commitment Amount column cannot be edited in the 'Approved' status.
      edit-table-field-text.png
  7. Click Save.