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.
Example
Let's assume that after your project's budget is locked, the project owner requests a design change that is out of scope with the original design. The change requires additional drywall, so you first create a change event and add a line item to that change event for that drywall. If that change represents a change to production, you will also want to record that change in the 'Production Quantities' tab of the change event.
Once you record the production quantities in the change events, the values are updated in the 'Details' tab of the Change Events tool page. The values are also updated after you create a Prime Contract Change Order (PCCO). However, you must follow these steps: Create a PCCO from a Change Event.
After you have submitted your PCCO to the owner for review, the owner can then approve or reject it. See Approve or Reject Prime Contract Change Orders (PCCOs). When the status of the PCCO changes to 'Approved', the updated production quantities are reflected in the 'Procore Labour Productivity Cost' budget view and the Field Production Report.
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:
Steps
- Navigate to the project's Change Events tool.
- 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.
- Click the Detail tab. Then click the change event link that you want to work with.
- Click the Production Quantities tab.
- 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.
- Click Save.