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Add a Change Event Line Item to an Unapproved Commitment

Objective

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

Things to Consider

  • Required User Permissions:
    • 'Admin' permission on the Change Events tool.
      AND
    • 'Admin' permissions on the Commitments tool. 
  • Limitations:
    • You are NOT permitted to add change event line items when:
      • A commitment is in the 'Approved' status
      • Invoices have been created for the associated commitment. 
  • If your company is using the ERP Integrations tool
    • Sage 300 CRE®
      The commitment must have at least one (1) Schedule of Values (SOV) line item with a Sage 300 CRE® cost code. The cost code must also be assigned to at least one (1) cost type. You can update cost type assignments in Procore. Assign Default Cost Types To Cost Codes.
    • 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 cost type, because QuickBooks® does not support the cost type concept.
    • Integration by Procore: Connects Procore to Viewpoint® Spectrum®
      The commitment must have at least one (1) SOV line item with a cost code from the Viewpoint® Spectrum® project. The cost code must be assigned to at least one (1) cost type. Cost type assignments must always be updated in Viewpoint® Spectrum®. 

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. 
    add-to-unapproved-commitment.png

See Also 

If you would like to learn more about Procore’s change events management software and how it can help your business, please visit our construction change order product page here.

 

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