Approve or Reject Commitment Change Orders (CCOs)

Objective

To approve or reject a Commitment Change Order (CCO) as its 'Designated Reviewer.' 

Background

A Commitment Change Order (CCO) details a potential change in costs that affects the original commitment contract. When you create a CCO, you can assign another project user as the 'Designated Reviewer' for that CCO. Only one (1) Procore user can be assigned as the 'Designated Reviewer' on a commitment. In addition, before the reviewer can submit an 'Approve' or 'Reject' response, the CCO must be placed into the Pending - In Review or Pending - Revised status.

Things to Consider

• Required User Permissions:
  • To approve or reject a CCO, 'Standard' level permissions on the project's Change Orders tool and added as the 'Designated Reviewer' on the CCO. 
  • To view a CCO marked as private, 'Standard' level permissions on the project's Commitments tool and added a member of the 'Private' drop-down list on the purchase order or subcontract.
• Additional Information:
  • Only one (1) user can be assigned as the 'Designated Reviewer' on a purchase order or subcontract. 
  • The 'Designated Reviewer' must submit an Approve or Reject response in the Procore web application.
  • The 'Designated Reviewer' cannot submit a response to a CCO from the Procore email notification. 

Prerequisites

• Place the CCO into the Pending - In Review or Pending - Revised status. See Create a Commitment Change Order (CCO).

Steps

1. Locate the pending CCO that requires your response. Here are ways to find it:
   • If you are the designated reviewer, click the link in the email notification.
     Note: To receive the email notification, the project's admin must forward it by clicking the Email button on the change order. See Email Forward a Change Order.
   • Navigate to the Procore home page and click the link in the 'My Open Items' area.
   • Navigate to the project's Change Orders tool, open the desired change order, click the View button next to the change order. You must be granted the permissions above to see the link. 
   • Navigate to the project's Commitments tool, open a purchase order or subcontract, click the Change Orders tab and click the View button. You must be the 'Designated Reviewer' to submit a response. 
2. Enter a response and click Reject this CCO or Approve this CCO. 
   
   

    Notes

   After you provide a response:

   • Procore sends an email notification with your response to the user who created the CCO.
   • Procore populates your name in the 'Reviewer' field on the CCO. 

See Also

• Create a Commitment Change Order (CCO)