Configure Settings: Change Orders

The configuration settings for the project's Change Orders tool gives you the ability customize change order reasons, change order types, and change order statuses.

• Required User Permissions:

  • 'Admin' level permissions on the project's Change Orders tool

• Enable the Change Orders Tool

You can perform the following configuration tasks:

• Change Order Configuration

• Permissions Table

Configure Change Order

1. Navigate to the project's Change Orders tool.

2. Click the Configure Settings icon.

3. Under Change Order Settings, do the following:
   
   
   

   • PDFs

     • Show Line Items on Prime Contract Change Order PDFs
       To show line items on PCCOs exported PDFs, mark this checkbox. To hide line items from PCCOs exported PDFs, remove the mark from this checkbox.

     • Show Line Items on Commitment Change Order PDFs
       To show line items on an exported PDF for a CCO, mark this check box. To hide line items from an exported PDF for a CCO, remove the mark from this check box.

   • Change Reason

     • Change Reason Behavior
       
       To modify the change reason behavior always contact your Procore point of contact first. You have these options:

       • Drop-down list of pre-defined reasons. Provides users with the ability to select change reasons from a drop-down list. See Set the Default Change Management Configurations and What are the different change order tier settings in Project Financials?

       • Freeform text field. Allows users to enter any additional information in a text entry field.

4. Click Save Changes.

Set User Permissions for the Change Orders Tool

1. Navigate to the project's Change Orders tool.

2. Click the Configure Settings icon.

3. Click Permissions Table.

4. View each user's permission for the Change Orders tool:

   1. Company

   2. None

   3. Read Only

   4. Standard

   5. Admin

5. Set each user's permission for the tool according to your preferences.

   • Access

   • No Access
     
     Note: To view a complete list of available tasks by permission level, see Permissions.

6. When finished, click Back.