Prime Contracts - Glossary
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Number - Change Order
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Accept the default number, enter a new number, or create a custom numbering scheme for this change order and future ones.
A
Attachments
Attachments
Add any relevant document or image as a file attachment. You can attach multiple files using these methods:
- Click Attach File(s) and select the files to add from your computer or another Procore tool.
OR - Use a drag-and-drop operation on your computer to add the file attachments to Procore.
B
C
Change Order Requests - Change Order (3-Tier)
Change Order Requests
If the tool is configured for three (3)-tier change orders, select any change order requests related to this change order from this drop-down list. See Configure the Number of Change Order Tiers on a Project Financials Tool.
Contract - Change Order
Contract
Automatically includes a link to the contract associated with this change order.
Contract Company - Prime Contract
Contract Company
Select the contract company. This is the company performing who will be performing the work on the contract. To appear as a selection in this list, the company must be added to the Project Directory. See Add a Company to the Project Directory
Contract Company - Change Order
Contract Company
Shows the name of the contract company selected in the contract.
Created By - Change Order
Created By
Procore automatically populates this field with the name of the user who created the change order.
D
Date Created - Change Order
Date Created
Shows the date and time the change order was created in Procore. You cannot change this date.
Description - Change Order
Description
Enter a more detailed description of the change order.
Designated Reviewer - Change Order
Designated Reviewer
Select the Procore user at your organization who is responsible for approving or rejecting the change order. To appear as a selection in this list, the designated reviewer's Procore user account must be added to the Project Directory and have 'Standard' level permissions or higher to the contract or funding tool. See Add a User Account to the Project Directory.
Due Date - Change Order
Due Date
Select a due date to indicate the date by which the 'Designated Reviewer' must approve or reject the change order.
E
Executed - Change Order
Executed
Mark this checkbox after the change order is fully executed.
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G
H
I
Invoiced Date - Change Order
Invoiced Date
Select the date when the change order was invoiced.
J
K
L
M
N
O
P
Paid Date - Change Order
Paid Date
Select the date that payment was received for the change order.
Potential Change Orders - Change Order (2-Tier)
Potential Change Orders
If the tool is configured for two (2)-tier change orders, select any potential change orders related to this change order from this drop-down list. See Configure the Number of Change Order Tiers on a Project Financials Tool.
Prime Contract Change Order - Change Order
Prime Contract Change Order
Choose one (1) of these option buttons:
- None. You can update this selection at a later time.
- Add to Existing. Choose this option to link the new potential change order to an existing change order.
- Create New. Choose this option to link the new potential change order to a new change order.
Private - Change Order
Private
Mark this checkbox if you want the item to be private. This means it is only visible to users with 'Admin' level permissions on the contract (or funding).
Q
R
Request Received From - Change Order
Request Received From
Select the appropriate project user from the drop-down list.
Review Date - Change Order
Review Date
This field is blank on a new change order. After the 'Designated Reviewer' approves or rejects the change order, the date the person submits their response appears here.
Reviewer - Change Order
Reviewer
This field is blank on a new change order. After the 'Designated Reviewer' approves or rejects the change order, that person's name appears here.
Revised Substantial Completion Date - Change Order
Revised Substantial Completion Date
If the change order modifies the substantial completion date for the contract, select that date from the calendar control.
Revision - Change Order
Revision
If you revise a change order later, you can enter the revision number here.
S
Schedule Impact - Change Order
Schedule Impact
If this change order is expected to impact the construction project's schedule, enter the estimated number of additional days this would add to the schedule.
Signed Change Order Received Date - Change Order
Signed Change Order Received Date
This field is blank on a new change order. After the signed change order is received, select the date from the calendar control.
Status - Change Order
Status
Select the current status of the change order. Procore automatically places the change order in the 'Draft' status. To learn more, see What are the default statuses for change orders in Procore?
Status - Prime Contract
T
Title - Change Order
Title
Enter a descriptive name here.
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V
W
X
Y
Z