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Procore

Create a Client Contract Change Order

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 Limited Release
flag-us.png flag-canada.png  The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To create a client contract change order in Procore's Client Contracts tool. 

Background

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

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Client Contracts tool.
  • Additional Information:
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  
    • Integração do Procore: Viewpoint® Spectrum® 
      To successfully export a CCCO from Procore to Viewpoint® Spectrum®, the following must be true:
    • Integração do Ryvit: Viewpoint® Vista™
      To successfully export a CCCO from Procore to Viewpoint® Vista™, the following must be true:
      • The Date field on a CCCO is required.
      • The CCCO must be in the 'Approved' status.
      • For each associated line item that you add to the change order's Schedule of Values (SOV), you may designate a unique associated Client Contract line item, or the same associated Client Contract line item for all change order line items.  Note: The Associated Line Item is only visible and available when the ERP Integrations tool has been configured to work with Viewpoint® Vista™ and the export client contract change orders capability has been switched on in Procore by your Integration Implementation Specialist.
    • QuickBooks® Desktop: 
      • CCCO exports are NOT supported.
    • Sage 100 Contractor®
      • CCCO exports are NOT supported.
    • Sage 300 CRE®:
      To successfully export a CCCO from Procore to Sage 300 CRE®, the following must be true:
      • Title. The CCCO title must be 30 characters or less. 
      • Number (#). The CCCO number be five (5) characters or less. 
      • Status. The client contract must be in the Approved status.
      • Associated Line Item. For each line item that you add to the change order's Schedule of Values (SOV), you may designate a unique associated Client Contract line item, or the same associated Client Contract line item for all change order line items.  Note: The Associated Line Item list is only visible and available when the ERP Integrations tool has been configured to work with Sage 300 CRE® and the export client contract change orders capability has been switched on in Procore by your Integration Implementation Specialist.

Steps

  1. Navigate to the project's Client Contracts tool.
  2. Locate the client contract to work with. Then click its Number link. 
  3. Click Create Client Contract CO.
    create-prime-contract-change-order.png
  4. Complete the following fields:
    •  
    • Depending on the change order tier settings of the Client Contract's tool, one (1) of these list boxes will appear:
      • OR
  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®.