变更通知单
- 最后更新
- 另存为PDF
变更通知单工具精简并改进了其他手动变更管理流程中的关键步骤，因此不会遗漏潜在的成本 影响。了解此工具如何轻松地提高审批速度、简化通信并消除风险施工的需要 - 从作业现场到后台办公室的差时费力且无需纸张。
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客户合同变更通知单合约变更通知单资金变更通知单主合同变更通知单 |
配置任务:变更通知单工具配置任务:项目财务管理工具 |
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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OUTDATED VIDEOS - Removed from Support Site and Certifications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Video content may not accurately reflect the current state of the system, and/or it may be out of date.
OUTDATED VIDEOS - Removed from Support Site and Certifications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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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.
- 项目级别工作流有哪些细分权限？
- （草稿）编辑变更通知单所需的用户权限是什么？
- 上游协作者可以在哪一层批准变更通知单？
- 可以创建报告以查看逾期变更通知单吗？
- 我能否在 Procore 中自定义财务对象的编号系统？
- 我们可以在变更事件工具中为新 CCO 设置成本基础的"最新成本"或"最新价格"吗？
- 包中的变更通知单状态如何进行链接？
- 如何跨变更对象更新财务明细项和预算编号？
- 如何解决Procore Web应用程序的问题？
- 如何在 Procore 项目中使用税务代码？
- 如何为 mailto 链接更改我的 Web 浏览器的默认电子邮件客户端？
- 如何删除已获批变更通知单中的明细项？
- 如何按多层地点筛选项？
- 什么是 Procore 中的“相关项”？
- 什么是“生产数量”？
- Procore 的默认变更类型和变更原因是什么？
- Procore 默认成本编号有哪些？
- Procore 中变更事件的默认状态有哪些？
- 单一工具报告有哪些不同的财务明细项选项？
- 项目财务中有哪些不同的变更通知单层设置？
- Procore 中不同的 DocuSign® 横幅是什么意思？
- 自定义字段版本将对我们用于变更通知单的旧版自定义解决方案产生什么影响？
- 项目的变更通知单工具有哪些细分权限？
- 当"限制对合同和变更通知单的非草稿编辑"和"启用始终可编辑的分项价格表"同时启用时会发生什么？
- Procore WBS 中的预算编号是什么？
- 什么是变更通知单？
- 什么是变更通知单？
- 什么是下游协作者？
- 什么是上游协作者？
- 从变更事件中将哪些值提取到变更通知单 SOV？
- Procore 发送的电子邮件中的下载链接何时过期？
- 变更通知单工具中的"需要签名"列何时显示签署人的姓名？
- 哪些 Microsoft Excel 文件版本可以添加到 Procore 中的项？
- 哪些 Procore 字段对应于 DocuSign© 中的字段？
- 哪些 Procore 项目工具支持 DocuSign® 集成？
- 哪些 Procore 项目工具会更新现场生产报告中的数据？
- 哪些 Procore 工具支持工作分解结构？
- Procore 的主列表中包含哪些计量单位？
- Procore 的主列表中包含哪些计量单位？
- 为什么我无法创建变更通知单？
- 为什么我不能编辑或删除“已批准”变更通知单？
- 为什么在将合约变更通知单导出到 Sage 300 CRE 时出现“导入操作花费的时间超过设置的超时时间”错误？
- 为什么将合约变更通知单导出到 Sage 300 CRE 时出现“可能存在关系不一致”错误？
注意
变更通知单工具使用为变更事件工具定义的工作流。 请参阅变更事件 - 工作流图。变更通知单层
创建变更通知单所需使用的步骤取决于用于创建原始合同的 Procore 项目工具中配置的变更通知单层设置。要了解更多信息，请参阅项目财务管理中有哪些不同的变更通知单层设置？
客户合同变更通知单层
合约变更通知单层
资金变更通知单层
主合同变更通知单层
变更通知单
下表突出显示了执行所述用户操作所需的用户权限。
| 任务 | 无 | 只读 | 标准 | 管理员 |
|---|---|---|---|---|
| 将相关项添加到合约变更通知单 |  |
|
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| 将相关项添加到主合同变更通知单 | |
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| 批准或拒绝合约变更通知单1 | |
|
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| 配置高级设置：变更通知单 | |
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| 创建变更通知单的 PDF | |
|
|
|
| 编辑变更通知单 2 | |
|||
| 通过电子邮件转发变更通知单 | |
|
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| 审核和答复合约变更通知单 | |
|
|
|
| 查看变更通知单 3、4 | |
|
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1要以具有变更通知单工具“标准”级别权限的用户身份执行此任务，则必须为变更通知单的“指定审核人”。请参阅创建合约变更通知单。
2 必须授予具有项目变更通知单工具的“管理员”级别权限的用户其他工具权限：(1) 要编辑合约变更通知单 (CCO)，需要具有项目合约工具的“管理员”级别权限，和/或 (2 ) 要编辑主合同变更通知单 (PCCO)，需要具有项目主合同工具的“管理员”级别权限。其他因素也可能适用。有关详细信息，请参阅编辑变更通知单。
3 具有项目变更通知单工具的“只读”或“标准”级别权限的用户可以查看未标记为“私密”的合同的变更通知单。如果合同标记为“私密”，则必须将用户添加到合同的“私密”下拉列表中。
4具有项目变更通知单工具的“管理员”级别权限的用户还可以查看未标记为“私密”的合同的变更通知单。如果合同标记为“私密”，则必须将用户 (A) 添加到合同的“私密”下拉列表中，或 (B) 为合约和/或主合同工具分配“管理员”级别权限。
以下列示项目变更通知单工具的重大更改。
最近更改
可声明的变更（2025 年 11 月 10 日）
Procore 正在向所有客户推出"可声明变更"功能。此功能为变更通知单添加了新的"待处理 - 可计费"状态。所有地区的承包商现在都可以快速确认未获批的变更通知单，并将这些金额包含在他们的发票上。开发此功能最初是为了帮助 ANZ、加拿大和英国本土的承包商遵守当地支付法律。可声明变更适用于合约和主合同，但仅支持单层变更通知单。使用此功能，系统可自动更新发票以按变更通知单状态对项目进行分组，并在摘要中清楚地显示所有已计费差异。
变更通知单工具中现在提供"需要签名"列（2025 年 5 月 12 日）
Procore 在变更通知单工具中添加了"需要签名"列。当用户将其DocuSign ?账户链接到 Procore 项目时，此列的工作方式与在主合同标签页中的功能相同，因此无需搜索合约或主合同的"变更历史记录"标签页来确定变更通知单的签名状态。要了解此列的工作原理，请参阅变更通知单工具中的"需要签名"列何时显示签署人的姓名？