Configure Advanced Settings: Change Orders

Objective

To configure the advanced settings for your project's Change Orders tool.

Background

The configuration settings for the project's Change Orders tool gives you the ability customize change order reasons, change order types and change order statuses.

Things to Consider

Required User Permissions:
- 'Admin' level permissions on the project's Change Orders tool

Prerequisites

Enable the Change Orders Tool

Steps

You can perform the following configuration tasks:

Configure Change Order Settings
Set User Permissions for the Change Orders Tool

Configure Change Order Settings

Navigate to the project's Change Orders tool.
Click the Configure Settings icon.
Under Change Order Settings, do the following:
- Show Line Items on Prime Contract Change Order PDFs
  - To show line items on PCCOs exported PDFs, mark this checkbox.
  - To hide line items from PCCOs exported PDFs, remove the mark from this checkbox.
- Show Line Items on Commitment Change Order PDFs
  - To show line items on an exported PDF for a CCO, mark this check box.
  - To hide line items from an exported PDF for a CCO, remove the mark from this check box.
- Change Reason Behavior
  To modify the change reason behavior always contact your Procore point of contact first. You have these options:
  - Drop-down list of pre-defined reasons. Provides users with the ability to select change reasons from a drop-down list. See Set the Default Change Management Configurations and What are the different change order tier settings in Project Financials?
  - Freeform text field. Allows users to enter any additional information in a text entry field.
Click Update.

Set User Permissions for the Change Orders Tool

Notes

If you have a small number of users, you might choose to manage user permissions for the project's Change Orders tool using the steps below.
If you have a large number of users, it is recommended that you manage user permissions on Procore's project tools using permission templates. For instructions, see Manage Project Permissions Templates.

Navigate to the project's Change Orders tool.
Click the Configure Settings icon.
Click Permissions Table.
Set each user's permission for the tool according to your preferences.
- Access
- No Access
  Note: To view a complete list of available tasks by permission level, see Permissions.
When finished, click Back.