Change Events
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The Change Events tool allows you to track potential costs by better coordinating the entire change management process.
- Create a change event based on a Request for Information (RFI) and add line items by cost code
- Log all change events
- Create a Request for Quotes (RFQs) email based on a Change Event to your contractors and associate the RFQ with a commitment
- Review RFQs responses from contractors and then Create a Prime Potential Change Order
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Change Events
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Web
Create a Change Event - General Contractor
Create a Change Event - Owner
Create a Change Event - Specialty Contractor
Create a Commitment Change Order - General Contractor
Create a Commitment Change Order - Owner
Create a Commitment Change Order - Specialty Contractor
Create Bulk Commitment Change Orders from a Change Event
Create a Prime Contract Change Order - General Contractor
Create a Funding Change Order - Owner
Create a Client Contract Change Order - Specialty Contractor
Create a Prime PCO - Owner
Review PCCOs - Owner
Create and Send RFQs
Create and Send RFQs - Owner
Respond to an RFQ - Owner
Respond to an RFQ on Behalf of a Collaborator
Update Change Orders
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create a Client Contract CO - Specialty Contractor
Specialty Contractor - Create a Client Contract CO
Create a Prime PCO
Owner - Respond to an RFQ
Owner - Review Prime Contract COs
Owner - Create and Send an RFQ
Create an RFQ
Owner - Create a Prime PCO
Specialty Contractor - Create an CCO
Owner - Create an CCO
Create an CCO
Field Worker - Add a Line Item to a Change Event (Mobile)
Field Worker - Create a Change Event (Mobile)
Owner - Create a Change Event
Specialty Contractor as a Client - Create a Change Event
Create Change Events
Specialty contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - General Contractor
Create a Commitment Change Order - General Contractor
Create a Prime Contract Change Order - General Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - General Contractor
Create a Commitment Change Order - General Contractor
Create a Prime Contract Change Order - General Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - General Contractor
Create a Commitment Change Order - General Contractor
Create a Prime Contract Change Order - General Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
Web
Create a Change Event - General Contractor
Create a Commitment Change Order - General Contractor
Create a Prime Contract Change Order - General Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - General Contractor
Create a Commitment Change Order - General Contractor
Create a Prime Contract Change Order - General Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Update Change Orders
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - Add a Line Item to a Change Event (Mobile)
Field Worker - Create a Change Event (Mobile)
Create Change Events
Create a Prime PCO
Create an CCO
Web
Create a Change Event - General Contractor
Create a Commitment Change Order - General Contractor
Create a Prime Contract Change Order - General Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Update Change Orders
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create Change Events
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Prime PCO
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create an CCO
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - General Contractor
Create a Commitment Change Order - General Contractor
Create a Prime Contract Change Order - General Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - General Contractor
Create a Commitment Change Order - General Contractor
Create a Prime Contract Change Order - General Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create a Change Event
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Commitment Change Order
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Prime Contract Change Order
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - General Contractor
Create a Change Event - Owner
Create a Change Event - Specialty Contractor
Create a Commitment Change Order - General Contractor
Create a Commitment Change Order - Owner
Create a Commitment Change Order - Specialty Contractor
Create Bulk Commitment Change Orders from a Change Event
Create a Prime Contract Change Order - General Contractor
Create a Funding Change Order - Owner
Create a Client Contract Change Order - Specialty Contractor
Create a Prime PCO - Owner
Review PCCOs - Owner
Create and Send RFQs
Create and Send RFQs - Owner
Respond to an RFQ - Owner
Respond to an RFQ on Behalf of a Collaborator
Update Change Orders
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create a Client Contract CO - Specialty Contractor
Specialty Contractor - Create a Client Contract CO
Create a Prime PCO
Owner - Respond to an RFQ
Owner - Review Prime Contract COs
Owner - Create and Send an RFQ
Create an RFQ
Owner - Create a Prime PCO
Specialty Contractor - Create an CCO
Owner - Create an CCO
Create an CCO
Field Worker - Add a Line Item to a Change Event (Mobile)
Field Worker - Create a Change Event (Mobile)
Owner - Create a Change Event
Specialty Contractor as a Client - Create a Change Event
Create Change Events
Specialty contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
- Can I create a change order for a contract or funding before a downstream collaborator responds to an RFQ for a change event?
- Can I customize the numbering system for financial objects in Procore?
- Can I disable the Change Events tool?
- Can I enable the Change Events tool on my existing project?
- How are financial line items and budget codes updated across change objects?
- How can I troubleshoot an issue with the Procore Web Application?
- How do I track non-commitment costs on a change event?
- How do the Change Events tool's column display settings work?
- How does Procore calculate the Over/Under value in Change Events?
- Should I update my Budget View to add RFQ values to the budget?
- What are "related items" in Procore?
- What are 'production quantities'?
- What are Procore's default change types and change reasons?
- What are Procore's default cost codes?
- What are Procore's default cost types?
- What are configurable fieldsets and which Procore tools support them?
- What are custom fields and which Procore tools support them?
- What are custom sections and which Procore tools support them?
- What are the default 'Scope' options for change events in Procore?
- What are the default statuses for change events in Procore?
- What are the different RFQ statuses and how do they affect cost and change order amounts?
- What are the different change order tier settings in Project Financials?
- What is Procore's Recycle Bin?
- What is a budget code in Procore's WBS?
- What is a change event?
- What is a change order?
- What is an downstream collaborator?
- What is an upstream collaborator?
- What is the 'Budget ROM' column in Procore's Budget tool?
- What values pull into a change order SOV from a change event?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore tools can I use to add production quantities to my project's budget?
- Which Procore tools can I use to create a change event?
- Which Procore tools support Work Breakdown Structure?
- Which fields in the Change Events tool can be configured as required, optional, or hidden?
- Which filters can I apply to the Change Events tool?
- Which units of measure are included on Procore's master list?
- Why am I unable to assign users to a RFQ?
Change Events Permissions
The following table highlights which user permissions are required to perform the described user action.
- Denotes an action that is supported by Procore for Android or Procore for iOS.
1 These tasks also require additional permissions on other tools in Procore. For more information, view the "Things to Consider" section in the tutorial for that action.
2 Users with 'Standard' permission can only delete the change events they create.
3 Users with 'Standard' permission can only edit the change events they create.
4 Users also need 'Standard' or 'Admin' level permissions on the Commitments tool.
5 Collaborators can submit a quote only if they receive an RFQ email notification. To be eligible to receive an email, the collaborator's user account must be granted 'Standard' level permissions on the project's Commitments tool and designated as the 'Assignee' on the RFQ. For details, see Assign and Send an RFQ to a Collaborator and Submit a Quote as a Collaborator.
Below are the notable changes to the project's Change Events tool.
Recent Changes
No recent notable changes.