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Procore

Delete a Prime Contract Change Order (PCCO)

Objective

To delete a Prime Contract Change Order (PCCO) from a project's Prime Contract tool. 

Background

To remove a PCCO, you can click the red (x) icon on the line item. However, when the icon is grayed out and not availavble, it means the PCCO is associated with other items in Procore and you will first need to edit any associated  items (such as Potential Change Orders (PCOs), Change Order Requests (CORs), or invoices). The steps below show you how to remove associated items and then permanently delete a PCCO. 

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Prime Contracts tool.
  • Prerequisites:
    • It the PCCO is linked to one (1)  or more invoices, you must delete all associated invoices before using the Steps below.
 Important
When removing the 'Approved' status from your PCCOs, you must remove the status in the reverse order they were approved. For example, if you applied the 'Approved' status to PCCOs # 1, 3, 4, 2, 5, 6, you will need to remove the 'Approved' status in the reverse order # 6, 5, 2, 4, 3, 1.
  1. Navigate to the project's Prime Contracts tool.
  2. Click the Change Orders tab.
  3. Remove the 'Approved' status from all PCCOs associated with the CORs or PCOs:
  4. Locate the change order to unapprove in the list.
    1. Click View.
    2. Click Edit.
    3. Select a status other than Approved from the Status drop-down menu. 
      Note: Be sure to remove the 'Approved' status from your PCCOs in the reverse order from which they were applied. 
  5. Locate the COR that you want to unlink.
  6. Click View.
  7. Click Edit.
  8. Select None from the Prime Contract Change Order drop-down menu.

    PCCO2015-03-20_09-40-20.png
  9. Click the 'x' to remove any linked PCOs from the Potential Change Orders list. 

    PCOnone2015-03-20_10-25-50.png
  10. Click Save.
  11. Click the Change Orders tab.
  12. Locate the PCCO to remove.
  13. Click the RED 'x' on the line item.
    delete-line-item5.png
  14. Click OK to confirm the removal of the PCCO.