跳转到主内容
Procore

创建主合同变更通知单

  1. 最后更新
  2. 另存为PDF

目标

在项目级别主合同工具中创建主合同变更通知单。

背景

当你需要创建主合同变更通知单时，请使用以下步骤。

需要考虑的事项

  • 所需用户权限：
    • 项目主合同工具的“管理员”级别权限。
  • 其他信息：
  • 对于使用的公司icon-erp-synced2.png ERP集成工具:显示/隐藏 
    • 并非所有ERP集成都支持变更通知单同步。 对于那些，其他要求、限制和注意事项会有所不同，具体取决于贵公司账户集成的ERP系统。 有关详细信息，请参阅关于ERP集成需了解的事项。

先决条件

步骤

  1. 导航到项目的主合同工具。
  2. 找到要使用的主合同。然后点击其编号链接。
  3. 点击创建主合同变更通知单。
    create-prime-contract-change-order.png
  4. 填写以下字段：

    • 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.

    • 根据主合同工具的变更通知单层级设置，将出现以下列表框中的一 (1) 个：
  5. 选择以下其中一 (1) 个选项：
    • 要创建变更通知单，请点击创建。
      或者
    • 要创建变更通知单并发送电子邮件通知，请点击创建并通过电子邮件发送。
      或者
    • 如果你使用 Procore + DocuSign® 集成来收集签名，请点击使用 DocuSign 完成。要了解更多信息，请参阅 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.