Configure the Number of Client Contract Change Order Tiers

Objective

To configure the number of client contract change order tiers for the Project level Client Contracts tool.

Background

When you initially set up the Client Contracts 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 Client Contracts 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

See Also

• Configure Settings: Client Contracts
• What are the different change order tier settings in Project Financials?
• Create a Client Contract Change Order
• Create a Potential Change Order from a Change Event