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' 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 Add Line.
   • Sub Job
     Select a sub job from the drop-down list.
     Notes:  This list is only visible and available when:
     • The sub job feature is enabled on the project. See Enable Sub Jobs. 
     • One or more sub jobs have been added to the project. See Add a Sub Job to a Procore Project.
   • Cost Code
     Select a cost code from the drop-down list. 
   • Description
     Enter a description about the production quantity change. For example: Additional drywall
   • Unit Qty
     Enter a numeric value in this box to indicate the number of units that correspond to the unit of measurement that you specify. Always enter the amount that represents the change to the production quantity.
   • Unit of Measure (UOM)
     Verify the 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.

      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)