Create a Potential Change Order from an RFI

Objective

To create a potential change order from an RFI in the project's RFIs tool. 

Things to Consider

• Required User Permission:
  • 'Admin' level permissions on the project's RFIs tool.
• Requirements:
  • The Change Events tool must be turned OFF in the Project Tools menu. If the Change Events tool is turned ON, Procore's workflow requires you to create a change event before you create change orders. See Create Change Events and Which Procore tools can I use to create a change event? In addition, you will NOT be able to create a potential change order from an RFI. See Create a Change Event from an RFI instead of the steps below.
  • If you want to Create a Potential Change Order from an RFI, the project's Prime Contracts tool must be configured to use a multi-tier change order setting. See Configure the Number of Prime Contract Change Order Tiers.

Prerequisites

• Create an RFI
• Approve a Prime Contract

Steps

1. Navigate to the project's RFIs tool.
2. Select the RFI from which you want to create the potential change order.
3. Click Create Potential CO.

    Note

   • The Create Potential CO button is only visible and available when the prerequisites above have been satisfied.
   • The RFIs information is used to populate the fields in the potential change order. 
4. Add or edit information as needed.
5. Enter a description.
6. Add an existing change order request, create a new change order request or do not attach a change order request.
7. Add a change reason, who the request was received from, if there is a schedule impact, location, who a reference is and any attachments. You can change the field change, paid in full and void options now or later.
8. Click Create to save the PCO without sending an email to members of the distribution list. Click Create and Email to save the PCO and send an email to members of the RFI distribution list.

See Also

• Create an RFI
• Approve a Prime Contract