Answer
When setting up the change management tools in Procore Project Financials, your company's Procore Administrator has the choice between using the default change types and change reasons from Procore or creating customized change types and change reasons. For instructions, see Set the Default Change Management Configurations.
What are Procore's default change types?
The table below describes Procore's default change types. The terms and definitions at your company may be different, so if you have questions about usage in your environment, contact your company's Procore Administrator.
| Change Reason |
Definition |
| Allowance |
An Allowance is an amount of money that has been set aside in a construction contract’s original sum to cover the costs of paying for known items that were not specified in detail in the contract.
|
| Contingency |
A Contingency is an amount of money held in reserve to pay for accidental or additional unforeseen costs during a construction project.
|
| Excusable Event |
An Excusable Event refers to an event detailed in a construction contract that either partially or wholly prevents or adversely affects a contractor's performance of work.
|
| Owner Change |
An Owner Change refers to an event initiated by a request from the construction project’s owner.
|
| TBD |
Short for To Be Determined |
| Transfer |
A Transfer refers to a change in ownership for the performance of work.
|
What are Procore's default change reasons?
The table below describes Procore's default change reasons. The terms and definitions at your company may be different, so if you have questions about usage in your environment, contact your company's Procore Administrator.
| Change Reason |
Definition |
| Allowance |
An Allowance is an amount of money that has been set aside in a construction contract’s original sum to cover the costs of paying for known items that were not specified in detail in the contract.
|
| Backcharge |
A Backcharge is an amount of money that a buyer holds back from a seller to recover any costs incurred as a consequence of the seller performing incomplete or defective work. For example, an Owner might bill a backcharge to a General Contractor (GC) for site clean-up or a GC might bill a backcharge to a subcontractor for property damage.
|
| Client Request |
A Client Request refers to a change in the performance of work initiated by a request from the construction project’s client.
|
| Design Development |
Design-Development (DD) refers to one of the five (5) phases of architectural services of a construction project where the Architect uses the Schematic Design (SD) to produce the project's initial Construction Documents (CDs).
|
| Existing Condition |
An Existing Condition refers to a change that occurs where design plans must be modified due to existing conditions at the job site.
|
