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Procore

Enable the Change Orders Tool

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Objective

To enable the Change Orders tool on a Procore project.

Background

The project's Change Orders tool in Procore is designed to manage and track change orders for your purchase orders, subcontracts, and prime contracts. Change Orders track specific details of new work added to the original scope of the project. For more information, see What is a change order?

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Admin tool.

Prerequisites

  • Before enabling the Change Orders tool on your company's account, ask your company's Procore Administrator to contact your Procore point of contact for more information. 

Steps

  1. Navigate to the project on which you want to enable the Change Orders tool. 
  2. Navigate to the Project level Admin tool.
  3. Click the Active Tools link in the right pane.
  4. Place a checkmark in the Change Orders box.
     Tip

    If you want to change the orders of the tools, click the more menu (≡) and use a drag-and-drop operation to move it. Things to keep in mind about these tools:

    • Tools at the top of the list will appear on the right.
    • Tools on the bottom of the list will appear at the left.
    • The first tool will always be Home.
    • The last tool will always be Admin
  5. Click Update.