Add a Change Order in Portfolio Financials
Note
This information is intended for accounts with
Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.
Objective
To add a change order to the Contract Room in Portfolio Financials.
Background
The Contract Room is a shared portal where vendors can submit change orders and invoices directly to the project team for approval throughout the duration of the project. The Change Orders tab of the Contract Room is where change orders can be added and reviewed.
Things to Consider
- Required User Permissions:
- Additional Information:
- Invoices and change orders are typically added by a contact on the vendor team, but can also be added by a member of your project team. The interface for vendors is nearly identical, except vendors cannot see your budget.
- If your organization has the 'Change Order Breakdowns' feature enabled for your account, you can choose to break down costs for a change order. See Add a Broken Down Change Order in the Steps section below.