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Procore

Órdenes de cambio

En el transcurso de un proyecto de construcción, hay una amplia variedad de razones que pueden requerir que cree una orden de cambio. Las órdenes de cambio también pueden ser iniciadas por una variedad de entidades, como la fuente de fondos de su proyecto, el propietario del proyecto, el contratista, subcontratista y más.

Ejemplos

A continuación, se muestran razones comunes que pueden llevar a crear una orden de cambio durante el transcurso de un proyecto:

  • Cambios de diseño
  • Errores y omisiones del plano
  • Especificaciones inexactas o incompletas
  • Condiciones inesperadas del lugar del proyecto
  • Sustituciones de material y cuadrilla

Para crear una orden de cambio en un proyecto de Procore, debe tener los permisos adecuados en el contrato del cliente, contrato, financiamiento o contrato primario que está cambiando.Además, los pasos que siga dependen de los ajustes de configuración de su proyecto:

La herramienta Órdenes de cambio agiliza y mejora los pasos críticos en el proceso de gestión de cambios, que de otro modo sería manual, para que no se escape ningún impacto en el costo potencial. Vea lo fácil que hace esta herramienta para facilitar aprobaciones más rápidas, agilizar la comunicación y eliminar la necesidad de proceder en riesgo, sin papel ni viajes que consumen mucho tiempo desde el sitio de trabajo hasta la oficina administrativa.

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Tareas de configuración: herramienta Órdenes de cambio
Tareas de configuración: herramientas de finanzas del proyecto
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To browse and search all Procore training videos, visit our video library.

Web

Configure Change Event Settings
 
Manage Change Orders
 
Create a Change Event - General Contractor
 
Create a Change Event - Owner
 
Create a Change Event - Specialty Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Commitment Change Order - Owner
 
Create a Commitment Change Order - Specialty Contractor
 
Create Bulk Commitment Change Orders from a Change Event
 
Create a Prime Contract Change Order - General Contractor
 
Create a Funding Change Order - Owner
 
Create a Client Contract Change Order - Specialty Contractor
 
Create a Prime PCO - Owner
 
Review PCCOs - Owner
 
Submit a Field Initiated Change Order as a Collaborator
 
Create and Send RFQs
 
Create and Send RFQs - Owner
 
Respond to an RFQ - Owner
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 
Allow Collaborators to Submit a Field Initiated Change Order
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Client Contract CO - Specialty Contractor
 

Specialty Contractor - Create a Client Contract CO

 

Create a Prime PCO

 

Owner - Respond to an RFQ

 

Owner - Review Prime Contract COs

 

Owner - Create and Send an RFQ

 

Create an RFQ

 

Owner - Create a Prime PCO

 

Specialty Contractor - Create an CCO

 

Owner - Create an CCO

 

Create an CCO

 

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Field Worker - Create a Change Event (Mobile)

 

Owner - Create a Change Event

 

Specialty Contractor as a Client - Create a Change Event

 

Create Change Events

 

Specialty contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update Change Orders

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review Prime Contract COs

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Approving or Rejecting a Change Order

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Sending a Change Order For Approval

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Field Worker - Create a Change Event (Mobile)

 

Create Change Events

 

Create a Prime PCO

 

Create an CCO

 

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Change Events

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an CCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Change Event

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Commitment Change Order

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime Contract Change Order

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Change Event Settings
 
Manage Change Orders
 
Create a Change Event - General Contractor
 
Create a Change Event - Owner
 
Create a Change Event - Specialty Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Commitment Change Order - Owner
 
Create a Commitment Change Order - Specialty Contractor
 
Create Bulk Commitment Change Orders from a Change Event
 
Create a Prime Contract Change Order - General Contractor
 
Create a Funding Change Order - Owner
 
Create a Client Contract Change Order - Specialty Contractor
 
Create a Prime PCO - Owner
 
Review PCCOs - Owner
 
Submit a Field Initiated Change Order as a Collaborator
 
Create and Send RFQs
 
Create and Send RFQs - Owner
 
Respond to an RFQ - Owner
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 
Allow Collaborators to Submit a Field Initiated Change Order
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Client Contract CO - Specialty Contractor
 

Specialty Contractor - Create a Client Contract CO

 

Create a Prime PCO

 

Owner - Respond to an RFQ

 

Owner - Review Prime Contract COs

 

Owner - Create and Send an RFQ

 

Create an RFQ

 

Owner - Create a Prime PCO

 

Specialty Contractor - Create an CCO

 

Owner - Create an CCO

 

Create an CCO

 

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Field Worker - Create a Change Event (Mobile)

 

Owner - Create a Change Event

 

Specialty Contractor as a Client - Create a Change Event

 

Create Change Events

 

Specialty contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor - Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Commitment Change Order (CCO)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update Change Orders

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Review Prime Contract COs

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Approving or Rejecting a Change Order

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio Financials - Sending a Change Order For Approval

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Esta página incluye videos de capacitación que muestran cómo realizar varias tareas o relacionadas con la herramienta Órdenes de cambio del proyecto.
 Nota:
La herramienta Órdenes de cambio utiliza los flujos de trabajo definidos para la herramienta Eventos extraordinarios. Consulte Eventos extraordinarios - diagramas Flujo de trabajo.

Niveles de órdenes de cambio

Los pasos que utilice para crear una orden de cambio dependen de la configuración de orden de cambio nivel configurada en la herramienta de proyecto Procore utilizada para crear el contrato original. Para obtener más información, consulte ¿Cuáles son las diferentes configuraciones de nivel orden de cambio en Finanzas del proyecto?

orden de cambio del contrato del cliente niveles

diagram_change-orders_client-contract-change-orders.png

Niveles de orden de cambio del contrato

diagram_change-orders_commitment-change-orders.png

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diagram_change-orders_commitment-change-orders_es-es.png

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diagram_change-orders_commitment-change-orders_fr-ca.png

diagram_change-orders_commitment-change-orders_fr-fr.png

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diagram_change-orders_commitment-change-orders_ja-jp.png

diagram_change-orders_commitment-change-orders_zh-sg.png

diagram_change-orders_commitment-change-orders.png

Niveles de orden de cambio de fondos

diagram_change-orders_funding-change-orders.png

Niveles de orden de cambio de contrato primario

diagram_change-orders_prime-contract-change-orders.png

diagram_change-orders_prime-contract-change-orders_de-de.png

diagram_change-orders_prime-contract-change-orders_en-au.png

diagram_change-orders_prime-contract-change-orders_en-ca.png

diagram_change-orders_prime-contract-change-orders_en-gb.png

diagram_change-orders_prime-contract-change-orders_es-es.png

diagram_change-orders_prime-contract-change-orders_es-la.png

diagram_change-orders_prime-contract-change-orders_fr-ca.png

diagram_change-orders_prime-contract-change-orders_fr-fr.png

diagram_change-orders_prime-contract-change-orders_ja-jp.png

diagram_change-orders_prime-contract-change-orders_pt-br.png

diagram_change-orders_prime-contract-change-orders_zh-sg.png

diagram_change-orders_prime-contract-change-orders.png

p class="template:tag-insert">Page tags: change-ordersstage:publishedworkflowlanguage:en-usready-to-translate:yesarticle:workflow-list

Órdenes de cambio

La siguiente tabla resalta qué permisos de usuario son necesarios para realizar la acción de usuario descrita.

Tarea Ninguno Solo lectura Estándar Admin
Agregar un ítem relacionado con una orden de cambio del contrato     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Agregar un artículo relacionado a una orden de cambio de contrato primario       icon-mindtouch-table-check.png
Aprobar o rechazar órdenes de cambio del contrato 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configurar opciones avanzadas: Órdenes de cambio       icon-mindtouch-table-check.png
Crear un PDF de una orden de cambio   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Editar una orden de cambio 2       icon-mindtouch-table-check.png
Reenviar por correo electrónico una orden de cambio     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Revisar y responder las órdenes de cambio de los contratos   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Ver órdenes de cambio 3,4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Para realizar esta tarea como usuario con permisos de nivel "Estándar" en la herramienta Órdenes de cambio, debe ser el "Revisor designado" en la orden de cambio. Consulte Crear un orden de cambio del contrato.

2 Los usuarios con permisos de nivel "Administrador" en la herramienta Órdenes de cambio del proyecto deben tener permisos de herramienta adicionales: (1) Para editar una orden de cambio del contrato (OCC), permisos de nivel "Administrador" en la herramienta Contratos del proyecto y/o (2) para editar una orden de cambio de contrato primario (OCCP), permisos de nivel "Administrador" en la herramienta Contratos primarios del proyecto. Es posible que también se apliquen factores adicionales. Para obtener más información, consulte Editar una orden de cambio.  

3 Los usuarios con permisos de nivel "Solo lectura" o "Estándar" en la herramienta Órdenes de cambio del proyecto pueden ver órdenes de cambio para contratos que no están marcados como "Privados". Si un contrato está marcado como "Privado", los usuarios deben agregarse a la lista desplegable "Privado" en el contrato.

4 Los usuarios con permisos de nivel "Administrador" para la herramienta Órdenes de cambio del proyecto también pueden ver órdenes de cambio para contratos que no están marcados como "Privados". Si un contrato está marcado como "Privado", los usuarios deben (A) agregarse a la lista desplegable "Privado" en el contrato o (B) los permisos de nivel "Administrador" asignados en la herramienta Contratos o Contratos primarios. 

Herramienta de Administrador

La siguiente tabla resalta qué permisos de usuario son necesarios en la herramienta Administrador del proyecto para realizar la acción de usuario descrita.

Tarea Ninguno Solo lectura Estándar Admin
Habilitar la herramienta Órdenes de cambio       icon-mindtouch-table-check.png

 

A continuación se muestran los cambios notables en la herramienta Órdenes de cambio del proyecto.

Cambios recientes

Variaciones reclamables (11/10/2025)

Procore presenta la función de órdenes de cambio reclamables para todos los clientes. Esta función agrega un nuevo estatus "Pendiente - facturable" para las órdenes de cambio. Los contratistas de todas las regiones ahora pueden reconocer rápidamente las órdenes de cambio no aprobadas e incluir estos montos en sus facturas. La capacidad se desarrolló originalmente para ayudar a los contratistas de ANZ, CAN y UKI a cumplir con las leyes de pago locales. Las órdenes de cambio reclamables funcionan tanto con contratos como con contratos primarios, pero solo admiten órdenes de cambio de un solo nivel. Con esta función, el sistema actualiza automáticamente las facturas para agrupar los artículos por estatus de orden de cambio y mostrar claramente todas las variaciones facturadas en el resumen.

La columna Firma requerida ahora está disponible en la herramienta Órdenes de cambio (05/12/2025)

Procore agregó una columna de "Firma requerida" a la herramienta Órdenes de cambio. Cuando los usuarios vinculan su cuenta de DocuSign© a un proyecto de Procore, esta columna funciona igual que en el Contratos primarios pestaña, lo que elimina la necesidad de buscar en el historial de cambios pestaña un contrato o contrato primario determinar el estado de firma de la orden de cambio. Para saber cómo funciona esta columna, consulte ¿Cuándo muestra el nombre del firmante la columna "Firma requerida" en la herramienta Órdenes de cambio?