Record Changes to Production Quantities in a Change Event

Objective

To add changes to production quantities in a change event.

Background

For companies using Procore's Project Financials and Resource Management tools with the 'Procore Labour Productivity Cost' budget view, you can log additional production quantities and production hours associated with your change event line items in the 'Production Quantities' tab of a change event. 

Things to Consider

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

Prerequisites

For production quantities to interact with labour productivity tracking feature, you must:

• Enable the Labour Productivity Cost Features for Project Financials
• Set Up the Procore Labour Productivity Cost Budget View
• Set Up a Field Production Report

Steps

1. Navigate to the project's Change Events tool. 
2. Locate the change event using one of these options:
   • Click the Detail tab. Then click the change event link that you want to work with.
     OR
   • Click the Summary tab. Then click the View button.  
3. Click the Production Quantities tab.
4. Click the Add Line button.
   
   • Coming Soon Budget Code
     Select a budget code from the list or click Create Budget Code to create a new one. See What is a budget code?
   • Description
     Enter a description for the line item. 
   • Vendor
     Select 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.
   • Qty
     Enter a numeric value in this box to indicate the number of units that correspond to the unit of measurement that you specify.
   • Unit of Measure (UOM)
     Select a unit of measure from the drop-down list. To learn about the default selections in this list, see Which units of measurement (UOM) are included in Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
   • Unit Cost
     Enter the monetary cost in this box to indicate the cost per unit of measurement.
   • 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.

      Tip

     With the 'Procore Labour Productivity Cost' budget view and Field Production Report, production quantities (including the UOM, hours) are automatically updated for cost codes with corresponding line items in the project's Budget tool. To ensure production quantities are carried over to the project's budget, do the following:

     • If the 1-tier change order setting is enabled in the Prime Contracts tool, follow the steps in Create a Prime Contract Change Order from a Change Event.
     • If the 2-tier change order setting is enabledin the Prime Contracts tool, follow the steps in Create a Prime PCO from a Change Event. Then, follow the steps in Create a Prime Contract Change Order from a Change Event.
     • If the 3-tier change order setting is enabled in the Prime Contracts tool, follow the steps in Create a Prime PCO from a Change Event and Create a Change Order Request (COR). Then follow the steps in Create a Prime Contract Change Order from a Change Event. After creating the PCCO, you can submit it to the project owner for review. The quantities are updated in the budget view and Field Production Report after the PCCO is set to the 'Approved' status. See Approve or Reject Prime Contract Change Orders (PCCOs).
     • To learn more, see Set Up the Procore Labour Productivity Cost Budget View and Set Up a Field Production Report.
5. Click Save. 

See Also

• Add Change Event Line Items
• Create a Prime PCO from a Change Event
• Create a Prime Contract Change Order (PCCO)