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Procore

Create a Funding Change Order

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

Objective

To create a Funding Change Order (FCO).

Background

Use the steps below when you want to create a change order for a funding.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool.
  • Additional Information:
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  
    • Integração do Procore: Viewpoint® Spectrum® 
      To successfully export an FCO from Procore to Viewpoint® Spectrum®, the following must be true:
    • Integração do Ryvit: Viewpoint® Vista™
      To successfully export an FCO from Procore to Viewpoint® Vista™, the following must be true:
      • The Date field on an FCO is required.
      • The FCO 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 Funding line item, or the same associated Funding 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 funding change orders capability has been switched on in Procore by your Integration Implementation Specialist.
    • QuickBooks® Desktop: 
      • FCO exports are NOT supported.
    • Sage 100 Contractor®
      • FCO exports are NOT supported.
    • Sage 300 CRE®:
      To successfully export an FCO from Procore to Sage 300 CRE®, the following must be true:
      • Title. The FCO title must be 30 characters or less. 
      • Number (#). The FCO number be five (5) characters or less. 
      • Status. The funding 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 funding line item, or the same associated funding 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 funding change orders capability has been switched on in Procore by your Integration Implementation Specialist.

Prerequisites

Steps

  1. Navigate to the project's Funding tool.
  2. Locate the funding to work with. Then click its Number link. 
  3. Click Create Funding CO.
    create-funding-co.png
  4. Complete the following fields:
    •  
    • Depending on the change order tier settings of the Prime 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®.