Can I enable the Change Events tool on my existing project?
Answer
Yes. If you are a Procore Administrator or if you have 'Admin' permissions on the project's Admin tool, your company's Procore Administrator (or a user with 'Admin' level permissions on the Project Admin tool) can enable the Change Events tool. However, before enabling the tool, it is important to follow the steps below:
- Step 1: Check to See if Any Change Orders Exist on the Project
- Step 2: Request to Run the Change Order Migration Process
- Step 3: Run the Change Order Migration Process (This step is performed for you by Procore)
- Step 4: Enable the Change Events Tool
Step 1: Check to See if Any Change Orders Exist on the Project
Before enabling the Change Events tool, determine if any change orders have been created on the project. To view a list of change orders on a project, follow these steps: View Change Orders.
- If change orders have NOT been created on the project, you can skip steps 2 and 3 below and proceed with Step 4: Enable the Change Events Tool.
- If change orders have been created on the project, you must complete Step 2: Request to Run the Change Order Migration Process below.
Step 2: Request to Run the Change Order Migration Process
If you discover that your users have already created change orders on the project, your company's Procore Administrator or a user with 'Admin' level permissions on the project's Admin tool must send an email to your company's Procore point of contact requesting to run Procore's change order migration process on your project.
The purpose of the migration process is:
- To create a new change event for every Prime Contract Potential Change Order (PCO) that exists.
- To create new line items in each new change event for each line item on every Prime Contract PCO.
Important
- The change order migration process is best suited for clients who have configured the two (2)-tier change order setting on the Prime Contracts tool. See What are the different change order tiers in Project Financials?
- It is less common for clients to configure the three (3)-tier change order tier setting on the Prime Contracts tool. However, most Procore clients who choose to configure three (3) tier (or more tiers) typically decide to leave the project's Change Events tool disabled on their projects.
Step 3: Run the Change Order Migration Process
This step is performed for you by Procore. Your Procore point of contact will notify you when the migration process is complete.
Step 4: Enable the Change Events Tool
- Update your default permission templates. See What are the default project permissions templates in Procore? and Manage Project Permissions Templates.
- To send a Request for Quote (RFQ) to your collaborators, you must provide those collaborator(s) with 'Standard' level permissions on the project's Commitments tool.
- To provide one of your employees with the ability to create a change event (For example, a Foreman or Superintendent), those employees will need to be granted 'Standard' level permissions on the project's Change Events tool.
- Procore also recommends that you consider providing any appropriate employees with 'Admin' level permissions on the project's Change Events tools.
BETA To allow your project collaborators to submit change orders, see Allow Collaborators to Submit Field-Initiated Change Orders (Beta).
- Enable the tool on Procore's standard project template so the Change Events tool is turned ON in your company's new projects by default. See Edit a Project Template and Add and Remove Project Tools.