View Change Events

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Background

After a change event is created, you can follow the steps below to view it in the project's Change Events tool.

Things to Consider

Required User Permissions:
- 'Read Only' level permissions or higher on the project's Change Events tool.

In Beta

Company Administrators can enable the Resource Management: Rate Tables - Company & Project Rate Management beta in Procore Explore. (US 2 | UK)

Rate tables centralize and standardize your labor and equipment rates across all projects.

When you create rate tables, you define cost and billable rates for labor and equipment. You can also define which rates can be overridden at the project level.

Rate tables are then applied to projects and referenced by different Procore tools such as Timesheets and Equipment. They can be viewed in 360 Reporting, Analytics, and within some Procore tools.

Rates are configured in T&M Tickets and applied to Labor and Equipment entries. When a Change Event is created from a T&M Ticket, the revenue unit cost in each change event line item is pre-populated based on the rates from the T&M entries.

These cost rates are visible in the Change Event in the Change Events tool.

Steps

Navigate to the project's Change Events tool.
Click the change event number to view the details.
Click the General tab, to view the following 'General Information':

CE Number - Title
Shows the change event number that was assigned at creation.
Title
Shows the title of the change event.
Status
Show the current status of the change event. To learn about Procore's default statuses, see What are the default statuses for change events in Procore?
Origin
Shows a link to the item in a Procore project tool from which the change event originated. See Which Procore tools can I use to create a change event?
Type
Shows the type associated with the change event: TBD, Allowance, Contingency, Owner Change, or Transfer to indicate the type of cost you are preparing for. See Set the Default Change Management Configurations.
Change Reason
Shows the reason associated with the change. See Set the Default Change Management Configurations.
Scope
Shows one of the following scope options: In Scope, Out of Scope, or TBD. See What are the default scope options for change events in Procore?
Expecting Revenue
Indicates whether this change event will generate incoming revenue.
Line Item Revenue Source
Shows which funding stream or contract line item covers this change.
Prime Contract for Markup Estimates
Selects the main contract used to calculate markup percentages.
Description
Shows any descriptive information added to the change event.
Note

If the change event is linked to a T&M ticket (see Create a Change Event from a T&M Ticket or Add a T&M Ticket to a Change Event), Procore displays the T&M ticket in these Description field options:
- Download PDF. To download a PDF copy of the T&M Ticket to your computer, click this link.
- View Ticket. To open the T&M Ticket in the project's T&M Tickets tool, click this link.

Attachments
To download a file attachment to your computer's download location, click the file's link. If there are multiple attachments, a Download All link appears so you can download all of the attachments in a single action.

Note
If the change event is linked to a T&M ticket, any file attachments from the T&M ticket is transferred to the 'Attachment' section when the change event is created so you can download it.

View Line Items

The Line Items card on an individual change event lets you perform different viewing and editing functions. To learn about your options, see (Beta) View the Change Events Line Items View.

Change Event General Information

CE Number - Title
Shows the change event number and the title combined that was assigned at creation.
Title
Shows the title of the change event.
CE Number - Title
The change event number.
Status
Show the current status of the change event. To learn about Procore's default statuses, see What are the default statuses for change events in Procore?
Scope
Shows one of the following scope options: In Scope, Out of Scope, or TBD. See What are the default scope options for change events in Procore?
Type
Shows the type associated with the change event: TBD, Allowance, Contingency, Owner Change, or Transfer to indicate the type of cost you are preparing for. See Set the Default Change Management Configurations.
Change Reason
Shows the reason associated with the change. See Set the Default Change Management Configurations.
Origin
Shows a link to the item in a Procore project tool from which the change event originated. See Which Procore tools can I use to create a change event?
Date Created
The date the change event was created.
Created By
The name of the user who created the change event.
Prime Contract for Markup Estimates
The original prime contract associated with markup estimates linked to each change event.

Change Event Detail

Item Type
Shows the type associated with the line item: Line Item, or Markup.
Budget Codes
Shows the budget code associated with the line item. See What is a budget code in Procore's WBS?
Description
Shows the description entered for the individual change event line item.
Vendor
The name of the company whose contract(s) is/are potentially affected by the change event line item.
Contract
The number and title of the contract being affected by the change event line item.
Unit of Measure
The unit of measure selected for the change event line item. See Which units of measure are included on Procore's master list?

Production

Unit of Measure
The unit of measure selected for the measurable amount of work installed on the project that is associated with the change event line item.
Quantity
The number of the chosen units of measure associated with the measurable amount of work installed on the project that is associated with the change event line item.

Revenue

Quantity
The number of the chosen units of measure associated with the revenue of the change event line item.
Unit Cost
The value assigned to each unit associated with the revenue of change event line item.
Revenue ROM
The rough order of magnitude (ROM) is the preliminary revenue value assigned to the change event line item.
Prime/Prime PCO
The value of the prime change order SOV line item connected to the change event line item.
Prime PCO Title
The title of the change order or potential change order connected to the change event line item.
Stage
The current status in the change event workflow.
Stage Status
The completion state of the active stage.
In Status Since
The date the current status took effect.
Latest Price
The most up to date value associated with the revenue of the change event line item.

Cost

Quantity
The number of the chosen units of measure associated with the cost of the line item.
Unit Cost
The value assigned to each unit associated with the cost change event line item.
Cost ROM
The rough order of magnitude (ROM) is the preliminary cost value assigned to the change event line item.
Request for Quote
The value of a returned RFQ associated with the change event line item.
RFQ Title
The title of an RFQ associated with the change event line item.
Request for Quote Status
The current state of vendor pricing requests.
Commitment/Commitment CO/PCO
The value of the commitment or commitment change order SOV line item connected to the change event line item.
Commitment Title
The title of the of the contract or change order connected to the change event line item.
Commitment Status
The current lifecycle state such as Draft, Out for Bid, Pending Approval, or Approved of the purchase order or subcontract associated with the change event line item.
Stage
The specific workflow phase such as In Review, Issued, or Executed of the commitment tied to the change event.
Days in Stage
Tracks the total number of consecutive days remained in its current workflow phase.
Stage Status
The completion state of the active stage
In Status Since
The date the current status took effect.
Latest Cost
The most up to date value associated with the cost of the change event line item.

Budget

Quantity
The number of the chosen units of measure associated with the budget of the change event line item.
Unit Cost
The value assigned to each unit associated with the budget of the change event line item.
Budget ROM
The rough order of magnitude (ROM) is the preliminary value assigned to a budget change connected to the change event line item.
Budget Change
The value of the budget change connected to the change event line item.
Stage
Stage reflects the current approval or lifecycle status (such as Draft, Under Review, or Approved) of the budget adjustment tied to the change event.
Days in Stage
Tracks the total number of consecutive days remained in its current workflow phase.
Stage Status
The completion state of the active stage.
In Status Since
The date the current status took effect.
Latest Budget Impact
The most up to date value for the budget impact of the change event line item. The value will match the Budget ROM column or the Budget Change column if there is a value.
Budget Code Segments
Displays the broken-down components of the budget code such as Cost Code, Cost Type, or Sub Job assigned to the change event line item.