Add Change Event Line Items

Objective

To add line items to a change event using the project's Change Events tool. 

Background

There are three ways to add line items to a change event:

• Manually add each line item
  This allows you to add line items one-by-one. 
• Add line items in bulk using the 'Add Line Items for All Commitments' link
  This option creates a new line item on the change event for each line item on a commitment that is in the 'Approved' state. 
• Import Line Items from a CSV File.

Things to Consider

• Required User Permissions:
  • 'Standard' level permissions or higher on the project's Change Events tool.
• Additional Information:
  • For companies using Procore's Project Financials and Workforce Management tools, you can log changes to production quantities (for example, if the change event includes a production quantity change for additional drywall) on the Production Quantities tab. For details, see Record Changes to Production Quantities in a Change Event.

Prerequisites

• Create Change Events

Steps

1. Navigate to the project's Change Events tool.
2. Choose from these options:
   • Click the Detail tab. Then find the change event to update and click Edit.
     
     OR
   • Follow the steps in Create Change Events.
3. In the 'Edit Change Event' page, scroll to the 'Line Items' card.
4. Choose from these options:
   • To add one (1) new line item on the change event, click Add Line. 
     OR
   • To add line items in bulk using line items from all of the project's commitments in the 'Approved' status, click Add Lines for All Commitments. 
     OR
   • To import line items from a CSV file, see Import Change Event Line Items from a CSV File.
5. Complete the line item data entry as follows:
    
   • Budget Code
     Select a budget code or click Create Budget Code. See What is a budget code in Procore's WBS? 

      Tip

     Need help creating a new budget code? For step-by-step instructions, see Create Budget Codes in Procore's Project Financials Tools.
   • Description
     Enter a description for the line item. 
   • Vendor
     Select the vendor's company name from the drop-down menu. See Add a Company to the Project Directory.
   • Contract
     Select the impacted purchase order or subcontract from the drop-down menu. See Create a Purchase Order or Create a Subcontract.
   • Qty
     Enter a numeric value in this box to indicate the number of units that correspond to the unit of measurement that you specify.
   • UOM
     Select a Unit of Measure (UOM) from the drop-down list. To learn about the default selections in this list, see Which units of measure are included in Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
   • Unit Cost
     Enter the monetary cost in this box to indicate the cost per unit of measurement.
   • Cost ROM
     Enter a numeric estimation of the cost's Rough Order of Magnitude (ROM). This entry has NO financial impact on values in other Procore tools. You can add the ROM to the Budget by following the steps in Add Cost ROM, RFQ & Non-Commitment Cost Source Columns to a Budget View.

      NoteS

     • If you are using the enhancements for unit-based financials, this column will capture unit changes to UOM on both Rev ROM and Cost ROM.
     • If you follow those steps to show the ROM value in the budget, and the change event line item ends up having no cost, you will need to zero out the ROM to remove it from the budget
      
6. Click Update. 

Next Step

• Optional: Record Changes to Production Quantities in a Change Event

See Also

• Create Change Events