Create a Prime Contract Change Order

Use the steps below when you need to create a prime contract change order.

• Required User Permissions:

  • 'Admin' level permissions on the project's Prime Contracts tool.

• Additional Information:

  • If you are using an account where is the Procore + DocuSign^© integration enabled, see DocuSign^©.

  • If the Change Events tool is active in Project Tools, you must complete the steps in Create a Change Event. Then follow the steps in Create a Prime Contract Change Order from a Change Event instead of the Steps below.

• For companies using the ERP Integrations tool: Show/Hide

  • Not all ERP integrations support the sync of change orders. For those that do, additional requirements, limitations, and considerations vary depending on the ERP system your company's account is integrated with. See Things to Know About your ERP Integration for details.

• Create Prime Contracts

1. Navigate to the project's Prime Contracts tool.

2. Locate the prime contract to work with. Then click its Number link.

3. Click Create Prime Contract CO.
   

4. Complete the following fields:

   • Sign with DocuSign

      Tip

     How do you collect signatures with DocuSign? After the data entry for the item is complete, Procore recommends changing the item's status to 'Out for Signature' before clicking the Complete with DocuSign button to launch the DocuSign® application. If you have not previously signed in, you will be prompted to Log In to DocuSign®. Once you are signed in, you can prepare the DocuSign_®_ envelope for signatures. After the signature process is complete, Procore automatically changes the status of the item to 'Approved' and marks the item as 'Executed'. To learn more, see DocuSign®.

   • Number

      Notes

     • Procore automatically assigns the item a new number in sequential order. For example; 001, 002, 003, and so on.

     • To use a custom numbering scheme, enter any set of alphanumeric characters. Procore automatically assigns new numbers in sequential order using your custom scheme.

   • Date Created - Change Order

   • Revision

   • Created By - Change Order

   • Title

   • Status

   • Private

   • Due Date

   • Invoiced Date

   • Designated Reviewer

      Tip

     Are you the 'Designated Reviewer' on a change order? To learn how to submit an approve or reject response, see Approve or Reject a Change Order.

   • Paid Date

   • Description

   • Schedule Impact

   • Revised Substantial Completion Date - Change Order

      Note

     If the substantial completion date is enabled on the 'Configure Settings' page of the tool, Procore updates the change order's 'Revised Substantial Completion Date' field after the change order is placed into the Approved status.

   • Executed

   • Depending on the change order tier settings of the Prime Contract's tool, one (1) of these list boxes will appear:* Potential Change Orders OR* Change Order Requests - Change Order (3-Tier)

5. Choose one (1) of these options:

   • To create the change order, click Create.
     OR

   • To create the change order and send email notifications, click Create & Email.
     OR

   • If you are using the Procore + DocuSign® integration to collect signatures, click Complete with DocuSign. To learn more, see DocuSign®.

• Approve or Reject Prime Contract Change Orders