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Configure Advanced Settings: Change Events

Objective

To configure advanced settings for the project's Change Events tool.

Background

Users with 'Admin' level permission can configure a variety of advanced settings for the project's Change Events tool. 

Things to Consider

  • Required User Permission:
    • 'Admin'  permission on the project's Change Events tool.

Steps

Follow these steps in these tasks to configure the settings for the Change Events tool:

Show and Hide Columns

  1. Navigate to the project's Change Events tool.
  2. Click Configure Settings .
  3. Choose from these options to show or hide columns in the Change Events tool:

    change-events-settings.png
     
    1. Show Detailed Revenue Columns. Place a mark in the Display Revenue ROMLatest PriceLatest Cost, and Over/Under Columns box. 
      Note: This enables the columns named above in the Change Events tool. 
    2. COMING SOON Show Non-Commitment Costs Column. Place a mark in the Record Costs for Line Items Not Associated with a Commitment
      Notes:
      • This enables the 'Non-Commitment Costs' column in the Change Events tool.
      • This also gives you the ability to add a 'Non-Commitment Costs' column in a budget view. See Set up a New Budget View.
  4. Click Save.

Add Estimated Markup to All of the Change Events on a Project 

Note: Once initiated, this process may take several minutes or longer (i.e., for projects with many line items or markup lines), during which the Change Events tool will be unavailable.

  1. Navigate to the project's Change Events tool.
  2. Click Configure Settings .
  3. Select the prime contract with the markup settings that you want to apply to all of your existing change events in the Default “Change Event Prime Contract (For Markup Estimates)” for New Change Events list.
    Note: If you want to use a different prime contract’s markup, you must re-number the desired prime contract so that it has the lowest number.
  4. Click Copy to Existing Change Events.
  5. Click Confirm.
    Notes:
    • The 'Prime Contract (For Markup Estimates)' field is set to the selected prime contract on all change events. 
    • Markup is calculated using the Revenue ROM values based on the markup settings defined for the prime contract. See Add Financial Markup to Prime Contract Change Orders.

Set User Permissions 

  1. Navigate to the project's Change Events tool.
  2. Click the Configure Settings  icon.
  3. Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN checkmark appears.

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Color Definition
    green-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permission template?). To change the user's access permission level, follow the steps in Manage Permission Templates
 
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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