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Procore

Crear una orden de cambio de contrato primario

  1. Última actualización
  2. Guardar como PDF

Objetivo

Crear una orden de cambio de contrato primario en la herramienta Contratos primarios a nivel proyecto.

Fondo

Siga los pasos a continuación cuando necesite crear una orden de cambio de contrato primario.

Aspectos a tener en cuenta

  • Permisos de usuario requeridos:
    • Permisos de nivel "Administrador" en la herramienta Contratos primarios del proyecto.
  • Información adicional:
  • En el caso de las empresas que utilizan el icon-erp-synced2.png Herramienta de Integraciones de ERP: Mostrar/Ocultar  
    • No todas las integraciones de ERP admiten la sincronización de órdenes de cambio. Para aquellos que hacen, los requisitos, limitaciones y consideraciones adicionales varían según el sistema ERP con el que está integrado la cuenta de su compañía. Consulte Cosas para saber sobre su integración de ERP para obtener más detalles.

Requisitos previos

Pasos

  1. Navegue hasta la herramienta deContratos primarios del proyecto.
  2. Busque el contrato primario con el que trabajar. Luego haga clic en su Número de enlace. 
  3. Haga clic en Crear contrato primario CO.
    create-prime-contract-change-order.png
  4. Complete los siguientes campos:

    • Sign with DocuSign®
      If you have enabled the Procore + DocuSign® integration (see Enable or Disable the DocuSign® Integration on a Procore Project), a checkmark appears in this box by default. If you do NOT want to collect signatures with DocuSign®, remove the mark.

       Tip
      How do you collect signatures with DocuSign? After the data entry for the item is complete, Procore recommends changing the item's status to 'Out for Signature' before clicking the Complete with DocuSign button to launch the DocuSign® application. If you have not previously signed in, you will be prompted to Log In to DocuSign®. Once you are signed in, you can prepare the DocuSign® envelope for signatures. After the signature process is complete, Procore automatically changes the status of the item to 'Approved' and marks the item as 'Executed'. To learn more, see DocuSign®.

    • #
      Accept the default number, enter a new number, or create a custom numbering scheme for this change order and future ones. 

       Notes
      • Procore automatically assigns the item a new number in sequential order. For example; 001, 002, 003, and so on.
      • To use a custom numbering scheme, enter any set of alphanumeric characters. Procore automatically assigns new numbers in sequential order using your custom scheme. 

    • Date Created
      Shows the date and time the change order was created in Procore. You cannot change this date.

    • Revision
      If you revise a change order later, you can enter the revision number here.

    • Created By
      Procore automatically populates this field with the name of the user who created the change order. 

    • Title
      Enter a descriptive name here. 

    • Status
      Select the current status of the change order. Procore automatically places the change order in the 'Draft' status. To learn more, see What are the default statuses for change orders in Procore?

       

    • Private
      Mark this checkbox if you want the item to be private. This means it is only visible to users with 'Admin' level permissions on the contract (or funding). 

    • Due Date
      Select a due date to indicate the date by which the 'Designated Reviewer' must approve or reject the change order. 

    • Invoiced Date
      Select the date when the change order was invoiced. 

    • Designated Reviewer

      Select the Procore user at your organization who is responsible for approving or rejecting the change order. To appear as a selection in this list, the designated reviewer's Procore user account must be added to the Project Directory and have 'Standard' level permissions or higher to the contract or funding tool. See Add a User Account to the Project Directory. 

       Tip

      Are you the 'Designated Reviewer' on a change order? To learn how to submit an approve or reject response, see Approve or Reject a Change Order.

    • Paid Date
      Select the date that payment was received for the change order.

    • Description
      Enter a more detailed description of the change order. 

    • Schedule Impact
      If this change order is expected to impact the construction project's schedule, enter the estimated number of additional days this would add to the schedule. 

    • Revised Substantial Completion Date
      If the change order modifies the substantial completion date for the contract, select that date from the calendar control. 

       Note
      If the substantial completion date is enabled on the 'Configure Settings' page of the tool, Procore updates the change order's 'Revised Substantial Completion Date' field after the change order is placed into the Approved status. 

    • Executed
      Mark this checkbox after the change order is fully executed.

    • Dependiendo de la configuración de orden de cambio nivel de la herramienta Contrato primario, aparecerá uno (1) de estos cuadros de lista:
  5. Elija una (1) de estas opciones:
    • Para crear la orden de cambio, haga clic en Crear.
      O
    • Para crear la orden de cambio y enviar notificaciones por correo electrónico, haga clic en Crear y enviar por correo electrónico.
      O
    • Si está utilizando la integración de Procore + DocuSign® para recopilar firmas, haga clic en Completar con DocuSign.Para obtener más información, consulte DocuSign®.

 

If you would like to learn more about Procore's prime contract software and how it can help your business, please visit our construction contract management software product page icon-external-link.png.