Skip to main content
Procore

Remove a Change Order from a Funding

  1. Last updated
  2. Save as PDF
 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To remove a Potential Change Order (PCO) or Change Order Request (COR) from a funding.

Background

Before you can delete a funding change order from Procore, you must first remove any linked potential change orders or change order requests from the funding.

Things to Consider

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

Prerequisites

  • Before changing the status of multiple funding change orders from 'Approved' to another status, be aware that you must apply the status changes in reverse order from how they were approved. For example, if you approved the potential change orders in sequential order (001, 002, and 003), you will need to unapproved them in reverse order (003, 002, 001). 
  • If any change orders have been added to your project's invoices, you must delete those invoices before you can use the steps below. 

Steps

Navigate to the Change Orders Tab

  1. Navigate to the project's Funding tool.
  2. Locate the funding to work with. Then click its Number link. 
  3. Click the Change Orders tab. Depending on the number of change order tiers configured for the tool, the following tables appear in the tab:
    • Funding Change Orders
    • Potential Change Orders
    • Change Order Requests

Change the Status of the Funding Change Orders from 'Approved'

 Important
Before changing the status of multiple FCOs from 'Approved' to another status, be aware that you must apply the status changes in reverse order from how they were approved. For example, if you approved the FCOs in sequential order (001, 002, and 003), you will need to remove the 'Approved' status in reverse order (003, 002, 001). 
  1. In the Funding Change Orders table, locate the 'Approved' FCOs.
  2. Click View to open the FCO.
  3. Click Edit. 
  4. In the Status drop-down list, change the status from 'Approved' to a different status. 
  5. Click Save.

Unlink the Potential Change Orders and Change Order Requests

  1. Scroll to the Potential Change Orders Included in this PCCO section.
  2. Locate the COR or PCO to work with. Then click View.
  3. Click Edit.
  4. Scroll to the Funding Change Order field and choose None.
    clipboard_e7183afed8d751c98c751387dbe565c1d.png
  5. Click Save.

Delete the Potential Change Orders and Change Order Requests

  1. Return to the Change Orders tab.
  2. Locate the PCO or COR to remove.
  3. Click the red (X) next to each PCO or COR to remove. 
    delete-line-item5.png
     
  4. In the confirmation dialog box that appears, click OK to confirm the removal action for the selected PCO or COR.