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Support Home > Products > Procore > Procore User Guide > Project Level > Change Events (Next Gen) > Tutorials > Add a Change Event Line Item to an Unapproved Commitment (Next Gen)

Add a Change Event Line Item to an Unapproved Commitment (Next Gen)

Objective

To add a change event line item to an unapproved commitment.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the Change Events tool and 'Admin' level permissions on the Commitments tool. 
  • You can not add change event line items to commitments that have the status of 'Approved' or have any requisitions created.
  • If your company has enabled the ERP Integrations tool:

    • In order to send the commitment to the ERP Integrations tool to be accepted for export by an accounting approver:
      • For Dexter + Chaney, the commitment must have at least one (1) Schedule of Values (SOV) line item with a cost code from the Spectrum project. The cost code must be assigned to at least one (1) category. Category assignments must always be updated in Spectrum. 
      • For QuickBooks, the commitment must have at least one (1) SOV line item with a QuickBooks cost code. The cost code does not need to be assigned to a category, because QuickBooks does not support the category concept.
      • For Sage 300 CRE, the commitment must have at least one (1) SOV line item with a Sage 300 CRE cost code. In addition, the cost code must be assigned to at least one (1) category. You can update category assignments in Procore (see Assign Default Categories to Cost Codes).

Steps

  1. Navigate to the project's Change Events tool.
  2. Select the change event line items you want to add to an unapproved commitment.
    Note: You can select line items across multiple change events. 
  3. From the Bulk Actions drop-down menu, select Add to Unapproved Commitment.
  4. Select the unapproved commitment you want to add the change event line item(s) to.
    Note: Additional Schedule of Value line items will be created from the change event line items. 

 

 

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