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Procore

Request a Program Change

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Objective

To document a requested change to a program task in the project's Program tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the project's Program tool. 
  • Additional Information:
    • The Program Change feature is only designed to capture proposed changes to the program. Requests and approved changes will not take effect on the actual project program. All changes must be applied to the project's Program's source file using your third-party programming software (for example, MS Project or Primavera) and then updated in Procore so that changes appear under the project's Program tool, see Update a Project Program.

Steps

  1. Navigate to the project's Program tool.
  2. Locate the task you want to request a program change for. See Search and Filter for Programmed Tasks.
    1. Click the program task from the List, Calendar, Gantt or Lookahead view.
  3. On the task items details page, fill out the information under Request a Program Change for the Task.

    schedule-change-request-new.png
     
    • Start Date: If you would like to request a change to the start date of the task, enter a new start date.
    • Finish Date: If you would like to request a change to the finish date of the task, enter a new finish date.
    • Percent Complete: If you would like to request a change to the percent complete, click Change, enter in the new percent and click OK.
    • Other Change: If you would like to request a change to something else besides the start/finish date and the percent complete, enter in the details of the change you wish to make.
    • Reason For Program Change Request: Enter in the reason for the change you are requesting so the Program tool Admin user can better understand the change. 
      Note: Any users who are configured to receive update emails when change requests are made will be notified of the program change request. See Configure Program Notification Emails Sent to a User.
  4. Click Request.
    A message will appear to confirm that the request has been submitted.
    Note: When your change is approved, it will appear as 'Approved in the Program Change Request History' section. However, changes to the actual program must be performed in your programming software.

Next Steps