Submit a Change Order for a Portfolio Financials Project

Objective

To submit a change order in the Contract Room of Portfolio Financials.

Background

After you have been awarded a contract within Procore's Portfolio Financials application, you will be able to add change orders as necessary through the Contract Room.

Things to Consider

• Required User Permissions:
  • 'Vendor' access to the relevant Contract Room. 
• Additional Information:
  • If the 'Cost Breakdown' setting is available for the project, you can choose to break down costs for your change order. See Submit a Broken Down Change Order in the Steps section below. 
    Note: The 'Cost Breakdown' setting is only available if it is enabled for the Owner Team's account in Procore.

Steps

1. After logging in to Portfolio Finanicals, click the name of the project you want to add a change order for.
   Note: This brings you to the Contract Room for the project.
2. Click the Change Orders tab.
   
   
    
3. Click + Add Change Order.
   
   
    
4. Fill out the following fields as necessary:
   • Number: The change order is automatically assigned a number. 
   • Title: Enter a title for the change order. 
   • Amount: Enter the amount of the change order.
   • Date: Enter the date you are submitting the change order. 
   • Cost Breakdown: If this setting is available for the project, you can click the toggle ON  to submit a change order with the costs broken down. See Submit a Broken Down Change Order below. 
   • Description: Enter a description for the change order. 
     
     
      
5. Optional: Click Add Document to upload any necessary documentation to the Documents section.
6. Click Submit.
   Note: The Contract Room Team will be notified of your submission by email. After they review the change order, you will be notified if it was approved or rejected.

Demo

See Also

• Submit an Invoice in the Contract Room