Create a Change Order Request for a Commitment

Background

If your project is using the three (3) tier change order setting, a change order request gives contractors the ability to package one (1) or more potential change orders into a formal request that you can send out for approval. When creating a change order request, it is a common practice to group commitment potential change orders that share the same scope of work into a change order request. This helps to organize your change orders into logical groups, which can streamline the review and approval process. 

Things to Consider 

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments tool.

Prerequisites

• Create a Purchase Order or Create a Subcontract
• The contract must be in the 'Approved' state.

Steps

1. Navigate to the project's Commitments tool.
2. Click Create CO Request.

    Important

   The 'Create CO Request' button is only available if your project's commitment is in the 'Approved' status.
   
   
3. Complete the following:
   • Number
     Accept the default number, enter a new number, or create a custom numbering scheme.

      Tip

     How are numbers assigned? To learn how Procore assigns numbers and to understand your custom numbering options, see How are commitments, contracts, fundings, and changes numbered in Procore?
   • Date Created
     Displays the date and time that the change order request was created. You cannot change this value.
   • Revision
     This field displays the change order request's revision number. When a change order request is first created, its revision number is zero (0). Depending on the feedback you receive from the reviewer/approver, a change order request may have multiple revisions.
   • Created By
     Displays the name of the user who created the change order request. You cannot change this name.
   • Title
     Enter a title that describes the change order request.
   • Status
     Choose as status for the change order request. To learn more, see What are the default statuses for change orders in Procore?
   • Optional: Commitment Change Order
     Add a change order request to a commitment change order. You can select an existing commitment change order from the drop-down menu or you can create a new commitment change order and the change order request will  be added automatically. 
   • Private
     Mark this checkbox if you want the change order request to private. A private change order request is visible only to users with 'Admin' permissions on the Commitments tool who have been added to the commitment contract's privacy list. 
   • Description
     Enter a more detailed description of the change order request.
   • Schedule Impact
     If known, enter an approximate number of additional days that the proposed change would add to the project's current schedule.

      In Beta

     Note to users participating in the 'Subcontractor Estimated Completion' limited release beta program. When a user places a change order in the 'Approved' status and it includes a value in 'Schedule Impact' field of the change order, Procore automatically updates the 'Estimated Completion Date' field in the commitment contract by the number of days entered. To learn more about this program, see Commitments: (Beta) Subcontractor Estimated Completion Date.
   • Potential Change Order
     Select which potential change order(s) to include in the change order request.
   • Attachments
     Select and attach any relevant documents. 
4. Choose from these options:
   • To create the change order request, click Create.
     OR
   • To create the change order request and then forward it to recipients, click Create & Email. This takes you to a page where you can select recipients for the email.

Next Steps

• Create a Commitment Change Order

See Also

• Create a Commitment Potential Change Order from a Change Event
• Create a Commitment