Approve or Reject Funding Change Orders

A change order details a modification that changes the scope of work or pricing of a contract. When you create a change order, you can assign another project user as the 'Designated Reviewer' for that change order. Only one (1) Procore user can be assigned as the 'Designated Reviewer' on a change order. In addition, before the reviewer can submit an 'Approve' or 'Reject' response, the change order must be placed into the Pending - In Review or Pending - Revised status.

• Required User Permissions:

  • _To approve or reject a FCO, '_Standard' level permissions or higher on the project's Change Orders tool and added as the 'Designated Reviewer' on the change order.

  • To view a FCO in the Change Orders tool, 'Read Only' or 'Standard' level permissions on the project's Funding tool and added as a member of the 'Private' list on the funding.

• Additional Information:

  • Only one (1) project user can be named as the 'Designated Reviewer' field on a FCO.

  • A 'Designated Reviewer' can only submit a 'Reviewer's Response' when the FCO is in the 'Pending - In Review' state.

  • FCOs must be reviewed in the Procore web application. Reviewers are NOT permitted to submit responses via email.

• Place the FCO into the Pending - In Review or Pending - Revised status. See Create a Funding Change Order.

1. Open the FCO requiring your response. Here are ways for a 'Designated Reviewer' to find it:

   • Locate the email message with the subject line: 'FW: Funding Change Order: FCO #: Title.' Then click the View Online link in the email notification to view the FCO in Procore.

      Notes

     • To receive the email notification, it must be forwarded to you. For instructions, see Forward a Change Order to a Project User by Email.

     • If you are NOT logged into Procore when you click the View Online line, you will be prompted to enter your login credentials.

   • Navigate to the project's Home page and click the FCO's link in the My Open Items area. See About the Project Home Page.

   • Navigate to the project's Funding tool. Locate the funding and click its Number link to open it. Then click its Change Orders tab. Locate the FCO and click View. See View Fundings.

   • Navigate to the Change Orders tool. In the Funding tab, locate the FCO and click View. See View Change Orders.

2. Review the FCO.

3. When you are ready to submit an approve or reject response, scroll to the 'Reviewer's Response' box.

4. Choose from the following options:

   • To approve the FCO, enter any approval comments. Then click the Approve this FCO button.

   • To reject the FCO, enter an explanation about the rejection. Then click the Reject this FCO button.