1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Project Level > Prime Contract > Tutorials > Remove a Potential Change Order or Change Order Request

Remove a Potential Change Order or Change Order Request

Objective

To remove a Potential Change Order (PCO) or Change Order Request (COR).

Background

In order to remove a Prime Contract Change Order (PCCO), you must first remove any links it might have to a Potential Change Orders (PCOs) or Change Order Requests (CORs).

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Prime Contract tool.
  • Additional Information:
    • Make sure that any change orders you want to remove are not added on any Pay Apps or Requisitions. If they are, those Pay Apps and Requisitions will need to be deleted in order to remove the change orders.

Steps

  1. Navigate to the project's Prime Contract tool.
    This reveals the Prime Contract page.
  2. Click the Change Orders tab.
    This reveals these tables: Prime Contract Change Orders and Potential Change Orders.
  3. Under Prime Contract Change Orders:
    Notes:
    • You will need to locate the PCCO(s) in the 'Approved' Status that are also associated with the COR or PCO.
    • If you have multiple PCCOs, you want to change the 'Approved' status to one of the unapproved statuses.
      Important! For change orders, you must change the 'Approved' status in reverse approval order. For example, if the change orders were approved in (e.g., 1, 3, 4, 2, 5, 6), you must remove each approval in reverse order (e.g., 6, 5, 2, 4, 3, 1).
  4. Change the 'Approved' status on the PCCO(s) as follows:
    1. Next to the desired PCCO, click View
      This opens the change order in the Prime Contract tool. 
    2. Click Edit
      This places the change order into edit mode. 
    3. Select a status other than 'Approved' from the Status drop-down list. 
    4. Click Save.
      This changes the PCCO's status from 'Approved' to the status you selected.
  5. Under the Potential Change Orders Included in this Prime Contract Change Order area, unlink the COR or PCO as follows:
    1. Click View next to the desired COR or PCO.
      This opens the COR or PCO.
    2. Click Edit.
    3. Scroll to the Prime Contract Change Order drop-down list as shown below.


       
    4. Choose None.
    5. In the "Potential Change Orders" section, remove any existing linked potential change orders. 

      PCOnone2015-03-20_10-25-50.png
       
    6. Click Save.
  6. Return to the Change Orders sub tab.
  7. The X next to the now unlinked change orders and potential change orders should now be red and clickable. Click the red X.

    deleteCOR2015-10-07_15-29-33.png
     
  8. Click on the OK on the pop-up to confirm that you want to remove the PCO or COR.
You must to post a comment.
Last modified
12:46, 17 Aug 2017

Tags

Classifications

This page has no classifications.