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Procore

Edit a Change Order in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To edit a change order that was added to the Contract Room in Portfolio Financials.

Background

The Contract Room is a shared portal where vendors can submit change orders and invoices directly to the project team for approval throughout the duration of the project. The Change Orders tab of the Contract Room is where change orders can be added, managed, and reviewed.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Invoices must be in a Pending state in order to be edited. If an invoice was submitted by the vendor team, it can only be edited by the vendor team.

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker
    Note: Cost items with a Contract Room are marked with a ribbon  icon.
  2. Click the Change Orders tab.
  3. Click the change order you want to edit.
  4. Click the vertical ellipsis  icon and select Edit.

    edit-change-order.png
     
  5. Make any necessary updates to the CO Overview and Documents sections.
  6. Click Save.