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Órdenes de cambio

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En el transcurso de un proyecto de construcción, son muchas las razones que pueden obligarlo a crear una orden de cambio. Las órdenes de cambio también pueden iniciarlas diversas entidades, como la fuente de financiación del proyecto, el promotor del proyecto, el contratista, el subcontratista, etc. 

Ejemplos

A continuación se indican las razones más comunes que pueden llevarle a crear una orden de cambio en el transcurso de un proyecto:

  • Cambios de diseño
  • Errores y omisiones del plano
  • Especificaciones inexactas o incompletas
  • Condiciones inesperadas en la obra
  • Sustituciones de material y equipo de obra

Para crear una orden de cambio en un proyecto Procore, debe tener los permisos adecuados en el contrato del cliente, el pedido, la financiación o el contrato principal que se está modificando. Además, los pasos a seguir dependen de los ajustes de configuración del proyecto:

 

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Órdenes de cambio de contrato del cliente
Órdenes de cambio de pedido
Financiación de las órdenes de cambio
Órdenes de cambio de contrato principal
Configuración Tareas: Herramienta Órdenes de cambio
Configuración Tareas: Finanzas del proyecto
Tareas adicionales 
 Tip

To browse and search all Procore training videos, visit our video library.

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OUTDATED VIDEOS - Removed from Support Site and Certifications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.

Esta página incluye videos de capacitación que muestran cómo realizar varias tareas en o relacionadas con la herramienta Órdenes de cambio del proyecto.
 Nota
La herramienta Órdenes de cambio utiliza los flujos de trabajo definidos para la herramienta Eventos de cambio. Consulte Eventos de cambio - Diagramas de flujo de trabajo.

Niveles de órdenes de cambio

Los pasos que se utilizan para crear una orden de modificación dependen de la configuración del nivel de orden de modificación configurada en la herramienta de proyecto Procore utilizada para crear el contrato original. Para obtener más información, consulte ¿Cuáles son las diferentes configuraciones de niveles de órdenes de modificación en Finanzas del proyecto?

Niveles de Orden de cambio de contrato del cliente

diagram_change-orders_client-contract-change-orders.png

Niveles de orden de cambio de pedido

diagram_change-orders_commitment-change-orders.png

diagram_change-orders_commitment-change-orders_de-de.png

diagram_change-orders_commitment-change-orders_en-au.png

diagram_change-orders_commitment-change-orders_en-ca.png

diagram_change-orders_commitment-change-orders_en-gb.png

diagram_change-orders_commitment-change-orders_es-es.png

diagram_change-orders_commitment-change-orders_es-la.png

diagram_change-orders_commitment-change-orders_fr-ca.png

diagram_change-orders_commitment-change-orders_fr-fr.png

diagram_change-orders_commitment-change-orders_pt-br.png

diagram_change-orders_commitment-change-orders_ja-jp.png

diagram_change-orders_commitment-change-orders_zh-sg.png

diagram_change-orders_commitment-change-orders.png

Niveles de orden de cambio de financiación

diagram_change-orders_funding-change-orders.png

Niveles de Orden de cambio de contrato principal

diagram_change-orders_prime-contract-change-orders.png

diagram_change-orders_prime-contract-change-orders_de-de.png

diagram_change-orders_prime-contract-change-orders_en-au.png

diagram_change-orders_prime-contract-change-orders_en-ca.png

diagram_change-orders_prime-contract-change-orders_en-gb.png

diagram_change-orders_prime-contract-change-orders_es-es.png

diagram_change-orders_prime-contract-change-orders_es-la.png

diagram_change-orders_prime-contract-change-orders_fr-ca.png

diagram_change-orders_prime-contract-change-orders_fr-fr.png

diagram_change-orders_prime-contract-change-orders_ja-jp.png

diagram_change-orders_prime-contract-change-orders_pt-br.png

diagram_change-orders_prime-contract-change-orders_zh-sg.png

diagram_change-orders_prime-contract-change-orders.png

p class="template:tag-insert">Page tags: change-ordersstage:publishedworkflowlanguage:en-usready-to-translate:yesarticle:workflow-list

Órdenes de cambio

En la siguiente tabla se resalta qué permisos de usuario son necesarios para realizar la acción de usuario descrita.

Tarea Ninguno Solo lectura Estándar Administrador
Añadir un elemento relacionado a una orden de cambio de pedido     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Añadir un elemento relacionado a una orden de cambio de contrato principal       icon-mindtouch-table-check.png
Aprobar o rechazar órdenes de cambio de pedido 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Ajustes de configuración avanzados: Órdenes de cambio       icon-mindtouch-table-check.png
Crear un PDF de una orden de cambio   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Editar una orden de cambio 2       icon-mindtouch-table-check.png
Reenviar una orden de cambio por correo electrónico     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Revisar y responder a las órdenes de cambio de pedido   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Ver órdenes de cambio 3,4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Para realizar esta tarea como usuario con permisos de nivel "Estándar" en la herramienta Órdenes de cambio, debe ser el "Revisor designado" en la orden de cambio. Consulte Crear una orden de cambio de compromiso.

2 Los usuarios con permisos de nivel "Admin" en la herramienta de Órdenes de Cambio del proyecto deben tener permisos adicionales en la herramienta: (1) Para editar una Orden de Cambio de Compromiso (CCO), permisos de nivel "Admin" en la herramienta de Compromisos del proyecto, y/o (2) para editar una Orden de Cambio de Contrato Principal (OCCP), permisos de nivel "Admin" en la herramienta de Contratos Principales del proyecto. También pueden aplicarse otros factores. Para más detalles, consulte Editar una orden de cambio.

3 Los usuarios con permisos de nivel "Sólo lectura" o "Estándar" en la herramienta de órdenes de cambio del proyecto pueden ver las órdenes de cambio de los contratos que no estén marcados como "Privados". Si un contrato está marcado como "Privado", los usuarios deben ser añadidos a la lista desplegable "Privado" del contrato.

4 Los usuarios con permisos de nivel "Admin" en la herramienta de Órdenes de Cambio del proyecto también pueden ver las órdenes de cambio de los contratos no marcados como "Privados". Si un contrato está marcado como "Privado", los usuarios deben (A) ser añadidos a la lista desplegable "Privado" del contrato o (B) tener asignados permisos de nivel "Admin" en la herramienta Compromisos y/o Contratos principales.

Herramienta Administrador

En la siguiente tabla se resalta qué permisos de usuario son necesarios en la herramienta Administrador del proyecto para realizar la acción de usuario descrita.

Tarea Ninguno Solo lectura Estándar Administrador
Habilitar la herramienta Órdenes de cambio       icon-mindtouch-table-check.png

 

A continuación se detallan los cambios importantes en la herramienta Órdenes de cambio de obra del proyecto. 

Cambios recientes

Variaciones reclamables (10/11/2025)

Procore presenta la función de variaciones reclamables para todos los clientes. Esta función añade un nuevo estado "Pendiente - facturable" para las órdenes de cambio. Los contratistas de todas las regiones ahora pueden acusar recibo rápidamente de las órdenes de cambio no aprobadas e incluir estos importes en sus facturas. La capacidad se desarrolló originalmente para ayudar a los contratistas de ANZ, CAN y UKI a cumplir con las leyes de pago locales. Las variaciones reclamables funcionan tanto con Pedidos como con Contratos principales, pero solo admiten órdenes de cambio de un solo nivel. Con esta función, el sistema actualiza automáticamente las facturas para agrupar los elementos por estado de la orden de cambio y muestra claramente todas las variaciones facturadas en el resumen.

La columna de firma requerida ya está disponible en la herramienta Órdenes de cambio (12/05/2025)

Procore ha añadido una columna «Se requiere firma» a la herramienta Órdenes de cambio. Cuando los usuarios vinculan su cuenta de DocuSign© a un proyecto de Procore, esta columna funciona igual que en la pestaña Contratos principales , lo que elimina la necesidad de buscar en la pestaña Historial de cambios en un pedido o contrato principal para determinar el estado de firma de la orden de cambio. Para saber cómo funciona esta columna, consulte ¿Cuándo muestra el nombre del firmante la columna "Firma requerida" en la herramienta Órdenes de cambio?