Configure Advanced Settings: Change Orders

Configure Change Order Settings

1. Navigate to the project's Change Orders  tool.
2. Click the Configure Settings  icon.
3. Under Change Order Settings, set up the following:
   
   
    
   • Show Line Items on Prime Contract Change Order PDFs
     • To show line items on prime contract change orders exported PDFs, place a mark in the checkbox. 
     • To hide line items from prime contract change orders exported PDFs, remove the mark from the checkbox. 
   • Show Line Items on Commitment Change Order PDFs
     • To show line items on commitment change orders exported PDFs, place a mark in the check box. 
     • To hide line items from change orders exported PDFs, remove the mark from the check box. 
   • Change Reason Behaviour 
     To modify the change reason behaviour always contact your Procore point of contact first. You have these options:
     • Drop-down list of pre-defined reasons. This provides users with the ability to select options from a drop-down list. See Set the Default Change Management Configurations and What are the different change order tiers?
     • Freeform text field. This provides your users with the ability to perforn freeform data entry. 
4. Click Update.

Set User Permissions for the Change Orders Tool

If you have a small number of users, you might choose to manage user permissions to 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 Permission Templates.

1. Navigate to the project's Change Orders tool.
2. Click the Configure Settings  icon.
3. Click Permissions Table.
4. 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.
5. When finished, click Back.