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Procore

Configure Settings: Change Events

Objective

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

Background

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

Things to Consider

Prerequisites

Steps

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

Enable and Disable the Column Display

  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.
    Note:  The system turns all column displays on, by default. You can disable these columns by removing the checkmark. For a complete list of column's these settings affect, see How do the Change Event tool's column display settings work?

    change-events-column-display.png

     
    • Display Revenue ROM, Latest Price, Latest Cost, and Over/Under Columns
      This checkbox turns the Revenue ROM columns ON and OFF. The default setting on new Procore projects is ON.
      • To enable the columns, place a checkmark in this checkbox. 
      • To disable the columns, remove the checkmark from this box. 
         Important
    • Display UOM, Revenue Qty, Revenue Unit Cost, ROM Unit Qty, and ROM Unit Cost Columns
      This checkbox turns the unit-based columns ON and OFF. 
       Coming Soon
      Currently, the default setting for the unit-based columns on new Procore projects is ON. In a future release, the default setting for the unit-based columns will be changed to OFF.
      • To enable the columns, place a checkmark in this box.
      • To disable the columns, remove the checkmark from this box. 
  4. Click Save.

Set Attachment Settings

 Tip

These settings can be turned ON and OFF on your project by a user with 'Admin' permission on the Change Events tool.  When the configuration settings are enabled, the system automatically attaches any documentation from the last RFQ response to new Prime PCOs and new Commitment COs when using the Bulk Actions menu to create change orders.

  1. Navigate to the project's Change Events tool.
  2. Click Configure Settings .
  3. Choose from these options to include RFQ attachments in new change orders:
    • Copy attachments from RFQ response to Prime PCOs. Place a checkmark in this box to enable a setting that automatically includes the attachments from related RFQ response to a new Prime Potential Change Order (Prime PCO). See Create a Prime PCO from a Change Event
    • Copy attachments from RFQ responses to Commitment COs. Place a checkmark in this box to enable a setting that automatically includes the attachments from related RFQ response to a new Commitment Change Order (CCO). See Create a Commitment Change Order (CCO) from a Change Event.
  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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