Add a Line Item to a Change Event (iOS)

Objective

To add a line event to a change event using the Procore app on an iOS mobile device. 

Background

With the Change Events tool, your project users have the ability to add financial line items to a change event using an iOS mobile device.

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' permissions on the project's Change Events tool.

Prerequisites

• Create a Change Event (iOS)

Steps

1. Navigate to the project's Change Events tool using the Procore app on an iOS mobile device. 
2. Tap the change event that you want to add a line item to.
   
3. Scroll down to Line Items and tap +ADD
4. Complete the line item data entry as follows:
   • Description
     Enter a description for the line item. 
   • Vendor
     Select a the vendor's company name from the drop-down menu. See Add a Company to the Project Directory.
   • Contract
     Select the impacted purchase order or subcontract from the drop-down menu. See Create a Commitment.
   • Provide Budget Code
     If you would like to provide a budget code, tap the slider to add one. Then select the sub job (if applicable), cost type and cost code you would like to add. See What is a budget code?
   • Cost ROM
     Enter a numeric estimation of the cost's Rough Order of Magnitude (ROM). This entry has NO financial impact on values in other Procore tools. You can add the ROM to the Budget by following the steps in Add Cost ROM, RFQ & Non-Commitment Cost Source Columns to a Budget View.
     Notes:
     • If you are using the enhancements for unit-based financials, this column will capture unit changes to UOM on both Rev ROM and Cost ROM.
     • If you follow those steps to show the ROM value in the budget and the change event line item ends up having no cost, you will need to zero out the ROM to remove it from the budget

See Also

• Edit a Change Event (iOS)