What are the default statuses for change orders in Procore?
Background
Depending on the status of a A Change Order (CO) is a written record of a contract modification that details any amendment(s) to the original agreement's scope of work. Most construction contracts are executed with a clearly defined scope of work, so any work that is added, substituted, or deleted from the original contract's scope (such as changes to a project's designs, conditions, schedules, and/or costs) will typically require an approved change order. A Potential Change Order (PCO) is created to track a change in a work condition when that change is expected to result in extra work and/or extra cost that is over and above the agreed-upon cost in a contract. A Change Order Request (COR) is a Procore-specific package that can be created to contain one (1) or more_Potential Change Orders (PCOs)_. A COR is a formal request sent to a project's Owner that groups multiple PCOs for a single scope of work into a single package for review and approval. A Schedule of Values (SOV) is a list of line items that details all of the agreed-upon costs (for example, labor, materials, and so on) on a project. Abbreviated as SOV, it itemizes the contract amount into individual pay items to show how the entire contract sum is allocated to all of the project's work. An SOV is also based on the project's approved budget and commonly used to determine progress payments to the contractor(s). A Procore Administrator is a user who has 'Admin' level permissions on all of the Company level Tools in Procore. Granting a user ‘Admin’ level permissions in the Company level Directory tool automatically assigns that user ‘Admin’ permissions on all Company level tools. Also called a Company Administrator.
Answer
The following statuses are available by default for use when working with a change order, potential change order, or change order request.
Status | Definition | Values Reflected in Procore's Budget Tool? |
|---|---|---|
Approved | The item has been approved. | Yes, in the 'Approved Changes' column |
Draft 1 | The item is currently in a 'Draft' state. | No |
No Charge | The item has no associated financial charge. | No |
Pending - In Review | The item is pending and being reviewed. | Yes, in the 'Pending Changes' column |
Pending - Not Pricing | The item is pending, but not out for pricing. | |
Pending - Pricing | The item is pending and out for pricing. | |
Pending - Not Proceeding 2 | The item is pending and work is NOT proceeding. | |
Pending - Proceeding | The item is pending and work is being completed. | |
Pending - Revised | The item has been revised since initially submitted. | |
Rejected | The item was rejected. | No |
Void 3 | The item was voided and action did NOT proceed. | No |
1This is the default status for a new change order, potential change order, and change order package. When a change order is in this status, you can add lines items to a potential change order, even if those items were not added to a change event. You can also add line items to both the potential change order and to the linked change event. The costs will not be reflected in the budget until the status of the potential change order changes to the pending or the 'Approved' status. You can also add line items to the change event, and link it to the change order from the change event, or from the change order's Schedule of Values.
2 'Pending - Not Proceeding' status is only available for a potential change order and change order package.
3 The 'Void' status is only available for a potential change order.
See Also
Loading related articles...