Skip to main content

Prime Contract Change Orders (JC Change Orders)

Overview

You can use Agave to sync Prime Contract Change Orders from Procore to Vista JC Change Orders.

note

Prime Contract Change Orders with a status of "Approved" in Procore are synced in a posted state to JC Change Orders. This is to allow for you to immediately apply AR Invoices against these Prime Contract Change Orders in Vista.

Visual Mapping

Procore and Vista Visual Mapping

Procore and Vista Visual Mapping

Procore and Vista Visual Mapping

Video Tutorial

Common Errors and FAQs

Are there any pre-requisites to syncing Prime Contract Change Orders?

Yes, the Project, Customer, Budget Codes, Units of Measure, and Prime Contract associated with the Prime Contract Change Order must be synced.

Does Agave sync Prime Contract Change Orders or Potential Change Orders?

Agave syncs Potential Change Orders (PCOs), not Prime Contract Change Orders, because PCOs include more detailed line items. This level of detail is especially useful for syncing AR Invoices, ensuring each line item is accurately tracked and billed.

How does a Prime Contract Change Order Line Item in Procore match to one in Vista?

In Procore, you can’t directly link a Prime Contract Change Order (PCCO) Line Item to an existing Prime Contract Line Item. So, each time you create a PCCO Line Item in Procore, Agave automatically creates a new Prime Contract Line Item when syncing to Vista. The new line item will get the next available Contract Line Item number in Vista.

Your Agave Account Manager can turn on a setting that lets certain PCCO Line Items be linked to an existing Vista Contract Line Item instead of creating a new one.

This works by matching the PCCO Line Item to a Contract Line Item using the project’s Cost Code.

This is especially useful for Cost Codes that always tie back to the same Contract Line Item (e.g. Contingency).

How is a new Prime Contract Line Item number generated from a Potential Change Order?

Agave generates Prime Contract Line Item numbers using the format “XXX.YYY”, where:

  1. “XXX” is the number of the related Potential Change Order (PCO).
  2. “YYY” is an auto-incremented sequence based on the number of Line Items within that PCO.

For example, if the Potential Change Order Number is “003” and it has two Line Items, Agave will generate the Prime Contract Line Item numbers as “003.001” and “003.002”.

Procore and Vista Visual Mapping

This numbering method keeps all Prime Contract Line Items that come from the same Potential Change Order grouped together for clear tracking and reference.