create and track commitment or prime contract change orders through procore's tiered change order api

domain: developers.procore.com · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Determine the project's Change Order Tier configuration (single-tier, two-tier, or three-tier) — this is a project-level UI setting that dictates which endpoint group(s) you must use.
  2. One-tier: use Change Order Packages alone (POST/GET /rest/v1.0/change_order_packages); note Procore's web UI also silently creates a companion Potential Change Order behind the scenes to hold line items.
  3. Confirm that companion object by calling GET /rest/v1.0/potential_change_orders and matching it to the new package.
  4. Two-tier: create/list via the Change Order Requests endpoints, then roll them into Change Order Packages.
  5. Three-tier: Potential Change Orders roll into Change Order Requests, which roll into Change Order Packages — use all three endpoint groups together.
  6. Use PATCH on the corresponding resource (change_order_packages, change_order_requests, or potential_change_orders) to update status/line items as the change order moves through approval.

Known gotchas

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