Create a Funding Change Order
Limited Release
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:
- If the Change Events tool is active in Project Tools, you must complete the steps in Create a Change Event before the steps below.
- For companies using the
ERP Integrations tool: Show/Hide
- Procore による統合: Viewpoint® Spectrum®
To successfully export an FCO from Procore to Viewpoint® Spectrum®, the following must be true: - Ryvit による統合: 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® デスクトップ:
- 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.
- Procore による統合: Viewpoint® Spectrum®
Steps
- Navigate to the project's Funding tool.
- Locate the funding to work with. Then click its Number link.
- Click Create Funding CO.
- 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
- 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.