Answer
When setting up Procore's change management tools, your company's Procore Administrator has the choice between using the default change types and change reasons from Procore or creating customised change types and change reasons. For instructions, see Set the Default Change Management Configurations.
What are Procore's default change types?
The table below describes Procore's default change types. The terms and definitions at your company may be different, so if you have questions about usage in your environment, contact your company's Procore Administrator.
| Change Reason |
Definition |
| Allowance |
An allowance is an amount of money that has been set aside in a construction contract’s original sum to cover the costs of paying for known items that were not specified in detail on the contract.
|
| Contingency |
A contingency is an amount of money that has been included in a construction contract’s original sum to cover the costs of paying for unknown items that may result in additional costs not specified in the construction contract.
|
| Excusable Event |
An excusable event refers to an event detailed in a construction contract that either partially or wholly prevents or adversely affects a contractor's performance of work.
|
| Client Change |
An owner change refers to an event initiated by a request from the construction project’s owner.
|
| TBD |
Short for to be determined.
|
| Transfer |
A transfer refers to a change in ownership for performance of work.
|
What are Procore's default change reasons?
The table below describes Procore's default change types. The terms and definitions at your company may be different, so if you have questions about usage in your environment, contact your company's Procore Administrator.
| Change Reason |
Definition |
| Allowance |
An allowance is an amount of money that has been set aside in a construction contract’s original sum to cover the costs of paying for known items that were not specified in detail on the contract.
|
| Backcharge |
A backcharge refers to an amount of money that a contractee holds back from a contractor as a consequence for performing incomplete or defective work.
|
| Client Request |
A client request refers to a change in performance of work initiated by a request from the construction project’s client.
|
| Design Development |
A design development refers to a change in the design that occurs during the construction phase of a project.
|
| Existing Condition |
An existing condition refers to a change that occurs where design plans must be modified due to existing conditions at the job site.
|
