What are the default statuses for change orders in Procore?
Background
Depending on the status of a change order, potential change order, or change order request, the monetary values on the Schedule of Values line items are reflected in the project's Budget tool when your company's Procore Administrator has assigned the Procore Standard Budget View to your project. See About the Procore Standard Budget View.
Answer
The following statuses are available by default for use when working with a change order, potential change order, or change order request.
| Status | Definition | Values Reflected in Procore's Budget Tool? |
|---|---|---|
| Approved | The item has been approved. | Yes, in the 'Approved Changes' column |
| Draft 1 | The item is currently in a 'Draft' state. | No |
| No Charge | The item has no associated financial charge. | No |
| Pending - In Review | The item is pending and being reviewed. | Yes, in the 'Pending Changes' column |
| Pending - Not Pricing | The item is pending, but not out for pricing. | |
| Pending - Pricing | The item is pending and out for pricing. | |
| Pending - Not Proceeding 2 | The item is pending and work is NOT proceeding. | |
| Pending - Proceeding | The item is pending and work is being completed. | |
| Pending - Revised | The item has been revised since initially submitted. | |
| Rejected | The item was rejected. | No |
| Void 3 | The item was voided and action did NOT proceed. | No |
1 This is the default status for a new change order, potential change order, and change order package. When a change order is in this status, you can add lines items to a potential change order, even if those items were not added to a change event. You can also add line items to both the potential change order and to the linked change event. The costs will not be reflected in the budget until the status of the potential change order changes to the pending or the 'Approved' status. You can also add line items to the change event, and link it to the change order from the change event, or from the change order's Schedule of Values.
2 'Pending - Not Proceeding' status is only available for a potential change order and change order package.
3 The 'Void' status is only available for a potential change order.