Add a Change Event Line Item to an Unapproved Prime Potential Change Order

If the Project level Prime Contracts tool is configured with the 2-tier change order configuration setting (see What are the different change order tier settings in Project Financials?), you must perform the Steps below before you can create a prime contract change order.

When you create a potential change order, Procore can also be configured to automatically populate its SOV with the Rough Order of Magnitude (Revenue ROM) values. If you choose to hide the Revenue ROM feature, the value depends on the scope assigned to the change event:

• For In Scope or TBD change events, the potential change order populates with $0.

• For Out of Scope change events, the potential change order populates from the RFQ. The RFQ must be in the Pending Final Approval status. If there is no RFQ, the system populates from the 'Cost ROM' value.

• Required User Permissions:

  • 'Admin' level permissions on the project's Change Events tool
    AND

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

• Additional Information:

  • You can only add change event line items to prime potential change order that do not have the status of 'Approved.'

• Create a Potential Change Order for a Prime Contract

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

2. Select one or more change event line items. You can select line items from multiple change events.

3. Click the Bulk Actions menu. Then choose Add to Unapproved Prime PCO and select the unapproved prime potential change order from the list.
   

Procore automatically creates the line items on the potential change order's SOV using the selected change event line items.