What should I know about change orders in Portfolio Financials?
NoteThe information in this FAQ applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information.
Change orders are added and managed on the Change Orders tab of the Contract Room in Portfolio Financials. Below are a few common questions related to change orders in Portfolio Financials:
How do I update the status of a change order?
After navigating to the change order on the Change Orders tab of the Contract Room, you can update the status to 'Approved' or 'Rejected' in the CO Status area. See Approve or Reject a Change Order in Portfolio Financials.
Why am I not receiving email notifications for change orders?
If you are not receiving email notifications for new change orders, you most likely have not been added to the Owner Team for the relevant Contract Room. Reach out to the Project Manager to request that they add you to the appropriate Contract Room team.
Note: If you are on the Project Team for a given project, you can add yourself or another member to the Contract Room to receive email notifications. See Add Owner Team Contacts to the Contract Room in Portfolio Financials.