Create a Client Contract Change Order
Limited Release
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:
- If you are using an account where is the Procore + DocuSign© integration enabled, see DocuSign©.
- If the Change Events tool is active in Project Tools, you must complete the steps in Create a Change Event. Then follow the steps in Create a Client Contract Change Order from a Change Event instead of the Steps below.
- For companies using the
ERP Integrations tool: Show/Hide
- Procore による統合: Viewpoint® Spectrum®
To successfully export a CCCO from Procore to Viewpoint® Spectrum®, the following must be true: - Ryvit による統合: 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® デスクトップ:
- 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.
- Procore による統合: Viewpoint® Spectrum®
Prerequisites
Steps
- Navigate to the project's Client Contracts tool.
- Locate the client contract to work with. Then click its Number link.
- Click Create Client Contract CO.
- 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
- 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®.
- To create the change order, click Create.