This announcement represents a single point in time. Future releases may impact the information below.
Beta Released: October 11, 2021 | Beta Updated: May 2, 2022 | Feature Released: Coming Soon!
In response to a popular request received from our Procore users on feedback.procore.com, you can now configure Procore to provide your project collaborators with the permission they need to create and submit their own Commitment Change Orders when the project's Change Events tool is enabled.
Prior to this update, Procore customers who wanted to enable the Change Events tool on a project were managing potential changes outside of Procore. For example, teams were receiving change-related information from their contractors and vendors through email. In addition, performed double-entry by first creating the required change event and then creating a Commitment Change Order.
With this new release, your team can now grant your collaborators the appropriate access permissions--which allows your contractors and vendors to submit their own Commitment Change Orders. To eliminate double-entry, Procore also automatically creates the required change event using the information from the Commitment Change Order.
The table below details how the current version and new beta version of Procore work when the Change Events tool is added to your project.
Previous Version - Two (2) Tier Change Orders | Field-Initiated Change Orders - Two (2) Tier Change Orders |
---|---|
Your collaborator discovers a work condition in the field that reveals a potential contract modification. | Your collaborator discovers a work condition in the field that reveals a potential contract modification. |
Your collaborator assembles documentation about that change and sends it to your project team by email. | Since your collaborator has been granted access permissions to Procore, they can create a Commitment Potential Change Order in Procore and update its Schedule of Values directly. |
Your team member receives the information and creates a new change event in Procore. |
After clicking 'Save' in the Commitment Potential Change Orders Schedule of Values, Procore automatically generates a change event in Procore and populates it with the information from the Commitment Potential Change Order. |
Your team member creates a Commitment Potential Change Order from the change event. | - |
Your team member creates a Commitment Change Order. | Your team member creates a Commitment Change Order. |
Your team member edits a Commitment Change Order. | Your team member edits a Commitment Change Order. |
Your team member approves a Commitment Change Order |
Your team member approves a Commitment Change Order. See Approve or Reject Commitment Change Orders. In BetaNote to users participating in the 'Subcontractor Estimated Completion' limited release beta program. When a user places a change order in the 'Approved' status and it includes a value in 'Schedule Impact' field of the change order, Procore automatically updates the 'Estimated Completion Date' field in the commitment contract by the number of days entered. To learn more about this program, see Commitments: (Beta) Subcontractor Estimated Completion Date. |
With this update, you can now:
While this feature was specifically requested by Owners who manage their construction projects in Procore and who have added the Change Events tool to the project. See Can I enable the Change Events tool on my existing project? This feature can also be used by General Contractors and Specialty Contractors.
To configure this feature on a project:
Typically, a user with 'Admin' level permissions on the Project Directory will assign the appropriate permissions and privileges to your collaborators using a project permissions template. To learn how to work with project permissions templates in Procore, see Manage Project Permissions Templates. The following permissions must be configured for each collaborator or on the permissions template assigned to your collaborators:
Follow the steps in Allow Collaborators to Submit Field-Initiated Change Orders (Beta).
If you would like to ask questions or share any feedback, please contact support@procore.com.