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Permissions

Change Events (Next Gen)

The following table highlights which user permissions are required to perform the described user action.
mobile-icon-med.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application.

Task None Read-only Standard Admin
*Add a Change Event Line Item to an Unapproved Commitment       icon_checkmark_h17.png
*Add a Change Event Line Item to an Unapproved Prime PCO       icon_checkmark_h17.png
*Add a Change Event Line Item to an Unapproved Commitment CO       icon_checkmark_h17.png
Configure Advanced Settings: Change Events (Next Gen)       icon_checkmark_h17.png
*Create a CCO from a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Change Event      icon_checkmark_h17.png icon_checkmark_h17.png
*Create a Change Event from an RFI     icon_checkmark_h17.png icon_checkmark_h17.png
Create a Commitment Potential Change Order (CPCO) from a Change Event        
*Create a Prime Contract Change Order (PCCO) from a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
*Create a Prime Potential Change Order from a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
*Create a Purchase Order from a Change Event       icon_checkmark_h17.png
*Create a Subcontract from a Change Event       icon_checkmark_h17.png
*Create RFQs from a Change Event       icon_checkmark_h17.png
*Create a Budget Modification from a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
Delete a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Change Event     icon_checkmark_h17.png** icon_checkmark_h17.png
Link a Schedule of Values Line Item to a Change Event        
*Respond to an RFQ as an RFQ Recipient         
Respond to an RFQ on Behalf of an RFQ Recipient     icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve a Deleted Change Event     icon_checkmark_h17.png icon_checkmark_h17.png
Review RFQ Responses   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View and Filter Change Events   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View and Filter RFQs   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Void a Change Event     icon_checkmark_h17.png icon_checkmark_h17.png

 

* These actions also require additional permissions on other tools in Procore. For more information, view the "Things to Consider" section in the tutorial for that action.
** 'Standard' level users can only edit change events they have created.

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Change Events
Job Role None Read-only Standard Admin
Architect icon_checkmark_h17.png      
Company Administrator     icon_checkmark_h17.png  
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor icon_checkmark_h17.png      
Superintendent       icon_checkmark_h17.png
Prime Contract
Job Role None Read-only Standard Admin
Owner / Construction Manager   icon_checkmark_h17.png    

* And added to the Prime Contract "Private" dropdown sot hey can see the PCO log, which will only have client change orders.

Commitments
Job Role None Read-only Standard Admin
Subcontractor     icon_checkmark_h17.png  

* And added to the Commitment's "Private" dropdown so they can respond to RFQs.

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