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Create a Change Event (iOS)

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Objective

To create a change event from an iOS device. 

Background

Creating a change event allows you to prepare for the cost of a change before it becomes an actual cost. For example, if a project manager is anticipating the need to change the paint colors of a project, he or she can start preparing for that cost by creating a change event, which describes the estimated financial cost of the change as well as which cost codes will be affected. After creating a change event, they can then create an RFQ (Request for Quote), which is sent to the appropriate subcontractors for pricing. When RFQs are created and responded to by the assigned subcontractors, change orders can then be created based upon the submitted quote.

Things to Consider

  • Required User Permissions: 'Standard' or 'Admin' on the project's Change Events tool.
  • You can either create a change event from the Change Events tool or from an individual RFI. 
  • Available on Procore's iOS and Android mobile application.

Steps

  1. Tap Change Events in the tools menu in the left navigation.
  2.  Tap the + icon in the upper right hand corner.
  3. Fill out the following fields:
    • Title: Provide a descriptive title for the change event. The change event's title is displayed as the subject in the list view.
    • Status: Select Open, Closed, or Void to indicate the status of the change event.
      • Open: This is the default status where you first create a change event. This indicates that the change event is active, and users can manage items within the event (RFQs, Budget Modifications, Commitment PCOs, Prime PCOs).
      • Closed: Set the change event to this status once all necessary change orders and RFQs have been created and the event is considered complete.
      • Void: Set the change event to this status if no change came from the event. Setting the change event as void is an alternative to deleting the change event as a record will be kept on the log page for future reference.
        Note: If you mark a change event as Void, that change event will be hidden on the Change Events log page. To view voided events, select 'Void' or 'All (Include Void)' from the Status list under Filters on the Change Events log page. 
    • Scope: Select Scope if the cost is covered in the original contract. Sele32ct Out of Scope if the cost was not covered in the contract, signifying that the change order will likely be submitted to the client as an additional cost.
    • Type: Select TBD, Allowance, Contingency, Owner Change, or Transfer to indicate the type of cost you are preparing for.
    • Change Reason: Select a change reason from the drop-down menu. To learn how to configure change reasons, see Set Default Change Order Configurations.
    • Amount (ROM): A ROM is the numeric estimation of what the cost could be and has no financial impact on any of the other tools in Procore. 
    • Description: Describe the event that may result in a change in costs.
    • Add Photo: Add any relevant photos.

  4. Tap Save.

 

 

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Last modified
10:22, 12 Aug 2016

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