Create a Change Event from a T&M Ticket

Background

When a T&M ticket involves a change in scope, you can add it directly to a change event. Doing so automatically links the ticket and its attachments to the change event's description while transferring all line items.

Things to Consider

• Required User Permissions

• The T&M tickets and their attachments appear as hyperlinks in the 'Description' field of the change event.

• Alternate ways to create change events:

  • To learn how to use other Procore tools to create a change event.

Prerequisites

• Create a T&M Ticket

• Optional: Create a Change Event

Steps

1. Navigate to the project's T&M Tickets tool.

2. Mark the checkboxes next to the T&M tickets you want to associate with a change event.

3. Add to a change event.

   • Add to Existing Change Event

     1. Click the Bulk Actions menu and select Add to an Existing Change Event.

     2. Select the change event from the drop-down menu.

     3. Click Add to Change Event.

     4. Click Save.

   • Add to a New Change Event

     1. Click the Bulk Actions menu and select Create Change Event.

     2. Click Create Change Event.

     3. Enter Change Event information. See Create Change Events.

     4. Click Save.

Next Steps

• Create RFQs from a Change Event

• Create a Commitment Change Order From a Change Event

• Create a Prime Potential Change Order From a Change Event

• Create Budget Changes from a Change Event

See Also

• Remove a Change Event Associated with a T&M Ticket
• Add a T&M Ticket to a Change Event
• What tools are supported by Rates?