Configure Settings: Change Events
Objective
To configure advanced settings for the project's Change Events tool.
Background
If you have been granted the appropriate permissions, you can configure a variety of advanced settings for the project's Change Events tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Change Events tool.
- Additional Information:
- To learn more about the columns displaying in the Change Events tool, see these links:
- To enable the 'Sub Jobs' column, see Enable Sub Jobs.
- To enable the 'Production Qty' and 'Production UOM' columns, see Enable the Labour Productivity Cost Features for Project Financials.
- To enable the 'Non-Commitments' column, see How do I track non-commitment costs on a change event?
- For more information, see How do the Change Events tool's column display settings work?
- To learn more about the columns displaying in the Change Events tool, see these links:
Prerequisites
- Review this FAQ. See Can I enable the Change Events tool on my existing project?
- Add the Change Events tool to the project. See Add and Remove Project Tools
Steps
Follow these steps in these tasks to configure the settings for the Change Events tool:
- Enable and Disable the Column Display
- Add Estimated Markup to All of the Change Events on a Project
- Set Attachment Settings
- Set User Permissions
Enable and Disable the Column Display
- Navigate to the project's Change Events tool.
- Click Configure Settings
. - Choose from these options to show or hide columns in the Change Events tool.
Note: The system turns all column displays on, by default. You can disable these columns by removing the checkmark. For a complete list of column's these settings affect, see How do the Change Event tool's column display settings work?
- Display Revenue ROM, Latest Price, Latest Cost and Over/Under Columns
This checkbox turns the Revenue ROM columns ON and OFF. The default setting on new Procore projects is ON.- To enable the columns, place a checkmark in this checkbox.
- To disable the columns, remove the checkmark from this box.
Important
- If you choose to disable these columns from the Change Events tool, the 'Revenue ROM' column continues to be available in Prime Contract Change Orders (PCCOs). To learn more about the Revenue ROM columns, see Create a Change Event with Revenue ROM and Add Financial Markup Lines with Revenue ROM to Change Events.
- If you create a change event (see Create a Change Event) and select 'TBD' or 'In Scope' from the change event's Scope drop-down list, the 'Revenue ROM' field in the PCCO shows $0. If you choose 'Out of Scope,' the field shows the latest cost.
- Display UOM, Revenue Qty, Revenue Unit Cost, ROM Unit Qty and ROM Unit Cost Columns
This checkbox turns the unit-based columns ON and OFF.Coming Soon
Currently, the default setting for the unit-based columns on new Procore projects is ON. In a future release, the default setting for the unit-based columns will be changed to OFF.- To enable the columns, place a checkmark in this box.
- To disable the columns, remove the checkmark from this box.
- Display Revenue ROM, Latest Price, Latest Cost and Over/Under Columns
- Click Save.
Set Attachment Settings
Tip
These settings can be turned ON and OFF on your project by a user with 'Admin' permission on the Change Events tool. When the configuration settings are enabled, the system automatically attaches any documentation from the last RFQ response to new Prime PCOs and new Commitment COs when using the Bulk Actions menu to create change orders.
- Navigate to the project's Change Events tool.
- Click Configure Settings .
- Choose from these options to include RFQ attachments in new change orders:
- Copy attachments from RFQ response to Prime PCOs. Place a checkmark in this box to enable a setting that automatically includes the attachments from related RFQ response to a new Prime Potential Change Order (Prime PCO). See Create a Prime PCO from a Change Event.
- Copy attachments from RFQ responses to Commitment COs. Place a checkmark in this box to enable a setting that automatically includes the attachments from related RFQ response to a new Commitment Change Order (CCO). See Create a Commitment Change Order (CCO) from a Change Event.
- Click Save.
Add Estimated Markup to All of the Change Events on a Project
Note
Once initiated, this process may take several minutes or longer (i.e., for projects with many line items or markup lines), during which the Change Events tool will be unavailable.- Navigate to the project's Change Events tool.
- Click Configure Settings .
- Select the prime contract with the markup settings that you want to apply to all of your existing change events in the Default “Change Event Prime Contract (For Markup Estimates)” for the New Change Events list.
Note
If you decide to use the markup settings from a different prime contract, you must re-number the prime contract you choose so it has the lowest number. - Click Copy to Existing Change Events.
- Click Confirm.
Notes
- The 'Prime Contract (For Markup Estimates)' field is set to the selected prime contract on all change events.
- Markup is calculated using the Revenue ROM values based on the markup settings defined for the prime contract. See Add Financial Markup to Prime Contract Change Orders.
Set User Permissions
- Navigate to the project's Change Events tool.
- Click the Configure Settings icon.
- Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN checkmark appears.
The colour-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?
Icon Colour Definition 
GREEN The user has been granted this access permission level to the tool. 
RED The user has NOT been granted this access permission to the tool. 
GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permissions template?). To change the user's access permission level, follow the steps in Manage Permission Templates.