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Configure the Number of Funding Change Order Tiers

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Objective

To configure the number of funding change order tiers for the Project level Funding tool.

Background

When you initially set up the Funding tool for a project, you can choose between a 1- or 2-tier change order setting. This setting determines how many steps are required when managing change orders on a Procore project. You must configure this setting before your project users create change orders on a project. This setting cannot be changed after a change order is created. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool.
  • Additional Information:
    • This setting MUST be set configured before you create the first change order on the project.
    • If you do NOT specify a setting, 2-Tier is Procore's default setting.
    • You are NOT permitted to change this configuration setting after creating the first change order on a project.

Prerequisites

Steps