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Procore

Create a Change Order Request (COR) for a Prime Contract

Objective

To create a Change Order Request (COR) for a prime contract.

Background

A Change Order Request (COR) provides general contractors with the ability to create a package that contains one (1) or more Potential Change Orders (PCOs) into a formal request that you can then send to the project's owner. When creating a COR, it is a common practice to group PCOs that share the same scope of work into a single COR. This helps to organize your change orders into logical groups, which can streamline the review and approval process for the project owner. 

 Important
A COR requires that your project's Prime Contracts tool is configured to use the three (3) tier change order setting. 1- and 2- tier change order configurations do NOT support the use of CORs. See What are the different change order tiers?

Things to Consider 

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

Steps

  1. Navigate to the project's Prime Contracts tool.
  2. Click Create CO Request.
    Note: This button is only available if your project's prime contract is in the 'Approved' status.
    create-prime-contract-change-order-request.png
  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. Select the current state of the COR. 
      • 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 drop-down menu, or create a new PCCO where the COR will automatically be added to it. 
    • Private. Mark this checkbox if you want to the COR to be private and only visible to users with 'Admin' permissions on the Prime Contract tab.
    • 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 PCOs to include in the COR.
    • Attachments. Select and attach any relevant documents. 
  4. Click Create.
 Note
If you want to email the COR to the project owner or another user for review, click Create & Email. This action opens a new page where you can select the recipients for the email. The recipients can then email a reply to the message to approve the change order.  

 

See Also