Pular para o conteúdo principal
Procore

Delete a Client Contract Change Order

  1. Última atualização
  2. Salvar como PDF
 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 delete a client contract change order from the project's Client Contracts tool. 

Background

To remove a change order, you can click the red (x) icon on the line item. However, when the icon is grayed out and not available, it means the change order is associated with other items in Procore. The steps below show you how to remove associated items and then permanently delete a change order. 

 Important

Before you can perform a delete action, you must:

  •  Change the status of the change order from 'Approved' to another status as described below. If you want to change the status of multiple change orders, you must apply the status changes in reverse order from how they were approved. For example, if you approved the change orders in sequential order (001, 002, and 003), you will need to remove the 'Approved' status in reverse order (003, 002, 001). 
  • Unlink any Procore items associated with the change order. This may include Potential Change Orders (PCOs), Change Order Requests (CORs), and invoices as described in the Prerequisites below.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Client Contracts tool.

Prerequisites

  • If the change order is linked to one (1)  or more invoices, you must first delete all associated invoices.
  • If the change order is linked to one (1) or more change orders or change order requests, complete the steps in Remove Change Order from a Client Contract. 

Steps

Navigate to the Change Orders Tab

 Important
Before changing the status of multiple CCCOs from 'Approved' to another status, be aware that you must apply the status changes in reverse order from how they were approved. For example, if you approved the PPCOs in sequential order (001, 002, and 003), you will need to remove the 'Approved' status in reverse order (003, 002, 001). 
  1. In the Client Contract Change Orders table, locate the 'Approved' CCCOs.
  2. Click View to open the CCCO.
  3. Click Edit. 
  4. In the Status drop-down list, change the status from 'Approved' to a different status. 
  5. Click Save.

Change the Status of the Client Contract Change Order from 'Approved'

  1. Scroll to the Potential Change Orders Included in this CCCO section.
  2. Locate the COR or PCO to work with. Then click View.
  3. Click Edit.
  4. Scroll to the Client Contract Change Order field and choose None.
    client-contract-change-order-none.png
  5. Click Save.
 Note

Delete the Client Contract Change Order

  1. Click the Change Orders tab.
  2. In the 'Client Contract Change Orders' section, locate the change order to remove.
    delete-line-item5.png
  3. In the confirmation dialog box that appears, click OK to confirm the removal action for the selected change order.