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Remove a Prime Potential Change Order or Change Order Request

Objective

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

Background

Before you can remove a Prime Contract Change Order (PCCO) from Procore (as described in Remove a Prime Contract Change Order (PCCO)), you must use the Steps below to remove any PCOs or CORs linked to that PCCO. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Prime Contracts tool.

Prerequisites

  • Before changing the status of multiple PCCOs from 'Approved' to another status, be aware that you must apply the status changes in reverse order from how they were approved. For example, if you approved the PPCOs in sequential order (001, 002, and 003), you will need to unapproved them in reverse order (003, 002, 001). 
  • If any change orders have been added to your project's invoices, you must delete those invoices before you can use the steps below. 

Steps

Navigate to the Change Orders Tab

  1. Navigate to the project's Prime Contracts tool.
  2. Locate the prime contract to work with. Then click its Number link. 
  3. Click the Change Orders tab. Depending on the number of change order tiers configured for the tool, the following tables appears in the tab:
    • Prime Contract Change Orders
    • Potential Change Orders
    • Change Order Requests

Change the Status of the Prime Contract Change Orders from 'Approved'

 Important
Before changing the status of multiple PCCOs from 'Approved' to another status, be aware that you must apply the status changes in reverse order from how they were approved. For example, if you approved the PPCOs in sequential order (001, 002, and 003), you will need to remove the 'Approved' status in reverse order (003, 002, 001). 
  1. In the Prime Contract Change Orders table, locate the 'Approved' PCCOs.
  2. Click View to open the PCCO.
  3. Click Edit
  4. In the Status drop-down list, change the status from 'Approved' to a different status. 
  5. Click Save.

Unlink the Potential Change Orders and Change Order Requests

  1. Scroll to the Potential Change Orders Included in this PCCO section.
  2. Locate the COR or PCO to work with. Then click View.
  3. Click Edit.
  4. Scroll to the Prime Contract Change Order drop-down list as shown below.
  5. Choose None.
  6. In the Potential Change Orders list, remove all of the existing PCOs from the list: 

    PCOnone2015-03-20_10-25-50.png
     
  7. Click Save.

Delete the Potential Change Orders and Change Order Requests

  1. Return to the Change Orders tab.
  2. Locate the PCO or COR to remove.
  3. Click the red (X) next to each PCO or COR to remove. 
    delete-line-item5.png
     
  4. In the confirmation dialog box that appears, click OK to confirm the removal action for the selected PCO or COR.

 

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 .