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Create a Change Order Request (COR)

Objective

Create a Change Order Request (COR).

Background

A Change Order Request (COR) gives general contractors the ability to package one (1) or more Potential Change Orders (PCOs) into a formal request to the project's owner. The general contractor typically sends a project's CORs to the owner for a signature of approval.

In Procore, CORs are used in 3-tier (three-tier) change order workflows. The one- and two-tier workflows do not use CORs. CORs can be used to (1) submit individual PCOs for approval, or (2) group multiple PCOs for approval. Typically, you will group PCOs that share the same scope of work being performed, location, subcontractor, etc. This helps to streamline your review and approval process. 

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Prime Contract tool.
  • Prerequisites:
    • The project's Prime Contract must be in the 'Approved' state.

Steps

  1. Navigate to the project's Prime Contract tool.
    This reveals the Prime Contract page.
  2. Click the Create CO Request button.
    This opens the New Change Order Request page.
    Note: This button is only available if your project's Prime Contract is in the 'Approved' state.
  3. Complete the following:

    cor2015-06-03_10-41-04.png
    • Number: This field is automatically prefilled based on the number of other Change Order Requests 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: This field displays the date and time that the Change Order Request was created. (Note: This value cannot be changed.)
    • Revision: This field displays the COR's revision number. When a COR is first created, its revision is zero. A COR could have multiple revisions because of feedback from a reviewer/approver.
    • Created By: The name of the user who created the Change Order Request. (Note: This value cannot be changed.)
    • Title: Enter a title that describes the Change Order Request.
    • Status: Select the current state of the Change Order Request. 
      • 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.
    • Prime Contract Change Order: (For 3-tier Change Orders only) If desired, you can add the COR to a PCCO. You can either select an existing PCCO from the dropdown menu, or create a new PCCO where the COR will automatically be added to it. 
    • Private: Mark this checkbox if you want to the Change Order Request to be private and only visible to users with 'Admin' level permissions on the Prime Contract tab.
    • Description: Enter a more detailed description of the Change Order Request.
    • 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 Orders: Select which Potential Change Order(s) to include in the Change Order Request.
    • Attachments: Select and attach any relevant documents. 
  4. Click Create to create the change order request. If you want to email the change order request upon creation, click Create & Email. You will be taken to a new page where you can select recipients for the email.
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