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Crear una POC de contrato principal a partir de un evento de cambio

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Objetivo

Para crear una orden de cambio potencial para un contrato principal a partir de un evento de cambio.

Contexto

Si su empresa ha configurado su proyecto para que utilice una estructura de orden de cambio de dos (2) niveles, el proceso de evento de cambio requiere que cree una posible orden de cambio. A continuación, creará la OCCP a partir de la herramienta Contratos principales. Al crear un POC, el desglose de partidas se rellenará con los valores de los últimos precios.

Temas a considerar

Requisitos

Pasos

  1. Vaya a la herramienta Eventos de cambio del proyecto.
  2. En la tabla, marque las casillas de verificación de una (1) o más partidas de eventos de cambio para incluirlas en la nueva orden de cambio potencial.
     Nota
    Procore crea el desglose de partidas (DDP) de la orden de cambio potencial utilizando la(s) partida(s) de evento de cambio seleccionada(s).
  3. Haga clic en el menú Acciones masivas y elija la opción Crear POC de contrato principal. A continuación, elija la opción de contrato adecuada en el submenú. 
    create-prime-pco.png
  4. En la página "Nueva Orden de Cambio Potencial", complete la siguiente entrada de datos:

    • 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 the change order was created. 

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

    • Contract Company
      Shows the name of the contract company selected in the contract. 

    • Contract
      Automatically includes a link to the contract associated with this 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?

    • Prime Contract Change Order 
      Choose one (1) of these option buttons: 

      • None. You can update this selection at a later time. 
      • Add to Existing. Choose this option to link the new potential change order to an existing change order.
      • Create New. Choose this option to link the new potential change order to a new change order.

    • Change Reason. This field automatically populates the change reason from the selected change event However, you can update the reason for the potential change order as needed by selecting one from the list. Selections include Client Request, Design Development, Allowance, Existing Condition, Backcharge, or any customized options added to Procore by your company's Procore Administrator.

    • 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). 

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

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

    • Signed Change Order Received Date
      This field is blank on a new change order. After the signed change order is received, select the date from the calendar control. 

    • Request Received From
      Select the appropriate project user from the drop-down list. 

    • Location. Select a multi-tiered location from this list. If your Project Administrator has enabled the multi-tiered location functionality on the project, you may also be able to create a new location to add the master list of project locations. To learn more, see How do I add a multi-tiered location to an item?

    • 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. 

    • Field Change
      Mark this check the checkbox if the potential change order is the result of a field change. 

    • Reference
      Add any details about the potential change order in this field. 

    • Paid in Full
      Mark this check box if you have received payment for this change. 

    • Attachments
      Add any relevant document or image as a file attachment. You can attach multiple files using these methods:

      • Click Attach File(s) and select the files to add from your computer or another Procore tool.
        OR
      • Use a drag-and-drop operation on your computer to add the file attachments to Procore. 
       Nota
      Si la función de solicitud de presupuesto (RFQ) está activada, puede configurar la herramienta Eventos de cambio para que incluya todos los archivos adjuntos añadidos a la respuesta de RFQ de un revisor. Para obtener instrucciones, consulte Configurar ajustes: Cambiar Eventos.
  5. Haga clic en Crear. 
     Notas
    • La lista desplegable Partida asociada sólo aparece si la cuenta Procore de su empresa está integrada con un sistema ERP integrado y la herramienta Contratos principales está activa en el proyecto.
    • Al añadir partidas al desglose de valores de la orden de cambio, se debe seleccionar una partida asociada para cada partida nueva. Puede designar un (1) elemento de línea asociado o usar el mismo elemento de línea asociado para varios elementos de línea. Elegir crear una nueva partida para asociar creará automáticamente una nueva partida de cero (0) dólares en el SOV original del contrato.

 

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