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Configure the Number of Prime Contract Change Order Tiers

Objective

To configure the number of Prime Contract Change Order (PCCO) tiers for your project's Prime Contracts tool.

Background

When you initially set up the Prime Contracts tool for a project, you can choose between a 1-tier, 2-tier-, or 3-tier configuration. See What are the different change order tiers? This setting determines how many steps are required when managing change orders on a Procore project. You must configure this setting before your project users create PCCOs on the project. This setting cannot be changed after a change order is created. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Prime Contracts tool.
  • Additional Information:
    • This setting MUST be set configured before you create the first PCCO on the project.
    • If you do NOT specify a setting, Procore's default setting is the 2-tier configuration.
    • You are NOT permitted to change the change order configuration setting after the first PCCO is created.

Prerequisites

Steps

  1. Navigate to the project's Prime Contracts tool. 
  2. Click the Configure Settings  icon.
  3. Select one of these options from the Number of Prime Contract Change Order Tiers drop-down menu:
    prime-contract-change-order-tiers.png
    • 1-Tier (One-tier, a.k.a. 'single-tier')
      Users only need to create a PCCO when there is a change on a prime contract. The PCCO can then be sent to the appropriate project users for review and approval.
    • 2-Tier (Two-tier)
      This is the default setting. With two tiers, your project users create one or more Prime Potential Change Orders (Prime PCOs). Prime PCOs are then grouped into a PCCO, and sent to the appropriate project team members for review and approval.
       Note
      If your company or project billing process does NOT require you to group all of the approved change orders for the month into a single, combined change order for final signature, Procore recommends configuring the two-tier change order configuration setting on the Prime Contracts tool. 
    • 3-Tier (Three-tier)
      With three tiers, your project users will first create one or more Prime PCOs. Prime PCOs are then grouped into a Change Order Request (COR) and sent to the appropriate project team members for review and approval. After approval, CORs are grouped into a single PCCO. 
  4. Click Update.

 

If you would like to learn more about Procore's prime contract software and how it can help your business, please visit our construction contract management software product page .