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Procore (en-CA)

Create a Potential Change Order from an RFI

If your company's Procore Administrator has enabled Change Events in the Company Admin tool and added it to your Procore project's 'Project Tools' menu, you will NOT be able to create a potential change order from an RFI. Instead, your configured workflow requires you to follow these steps: Create a Change Event from an RFI.


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

Things to Consider


  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.
    • 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.