Create a change event.
Creating a change event allows you to prepare for the cost of a change before it becomes an actual cost. For example, if a project manager is anticipating the need to change the paint colors of a project, he or she can start preparing for that cost by creating a change event, which describes the estimated financial cost of the change as well as which cost codes will be affected. After creating a change event, they can then create an RFQ (Request for Quote), which is sent to the appropriate subcontractors for pricing. When RFQs are created and responded to by the assigned subcontractors, change orders can then be created based upon the submitted quote.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' on the project's Change Events tool.
- Additional Information:
- You can either create a change event from the Change Events tool or from an individual RFI. Note: The system will also suggest a title for the change event, based upon the RFI name. See Create a Change Event from an RFI.
- Available on Procore's iOS and Android mobile application.
- Navigate to the Project level Change Events tool.
- In the right pane, click the + Create Change Event button.
- Fill out the following fields:
- Origin: You can select an existing Observation or RFI in Procore that the change event originated from. To create a change event directly from an observation or RFI, see "Create a Change Event from an Observation" and "Create a Change Event" in the See Also section below.
- Change Event #: This field will automatically populate with the next number in your change event sequence. However, you can also manually change the number, as well as create a custom alphanumeric number (e.g. A200). Once a custom number has been added, the next change event created will automatically be given the next sequential number.
- Title: Provide a descriptive title for the change event. The change event's subject is displayed as the title in the list view.
Note: If you created the change event from an RFI, the system will also suggest a title for your change event, based upon the RFI name.
- Status: Select Open, Closed, or Void to indicate the status of the change event. To learn how to configure change event statuses, see "Set Default Change Order Configurations" in the See Also section below.
- Open: This is the default status when you first create a change event. This indicates that the change event is active, and users can manage items within the event (RFQs, Budget Modifications, Commitment PCOs, and Prime PCOs).
- Closed: Set the change event to this status once all necessary change orders and RFQs have been created and the event is considered complete.
- Void: Set the change event to this status if no change came from the event. Setting the change event as void is an alternative to deleting the change event as a record will be kept on the log page for future reference.
Note: If you mark a change event as Void, that change event will be hidden on the Change Events Log page. To view voided events, select 'Void' or 'All (Include Void)' from the Status list under Filters on the Change Events log page.
- Pending: Set the change event to Pending if the change event requires approval before it can be closed out.
- Scope: Select In Scope if the cost is covered in the original contract. Select Out of Scope if the cost was not covered in the contract, signifying that the change order will be likely be submitted to the client as an additional cost.
Note: Although Revenue ROM columns may be disabled, scope still affects what values are pulled into change orders.
- Type: Select TBD, Allowance, Contingency, Owner Change, or Transfer to indicate the type of cost you are preparing for. To learn how to configure change types, see "Set Default Change Order Configurations" in the See Also section below.
- Change Reason: Select a change reason from the drop-down menu. To learn how to configure change reasons, see "Set Default Change Order Configurations" in the See Also section below.
- Description: Describe the event that may result in a change in costs.
- Attachments: Attach any relevant files.
- Once the General Information has been filled out, you can start creating change event line items by selecting which cost codes are impacted by doing the following:
- Click + Add New Line.
Note: Steps #2-8 below do not need to be completed in the following order. For example, if you select a vendor for a change event line item first, the line will automatically display all matching contracts, cost codes, and categories.
- If applicable, select a subjob from the drop-down menu.
- Select the impacted cost code from the drop-down menu. You will see budgeted cost codes and non-budgeted cost codes in this list. Note: You will only be able to select a category that is already scoped on the budget.
- Select a Line Item Type.
- Enter a description.
- Select a vendor from the drop-down menu.
- Select the contract from the drop-down menu.
- Enter a ROM (Rough Order of Magnitude). A ROM is the numeric estimation of what the cost could be and has no financial impact on any of the other tools in Procore. You can add the ROM to the Budget by following the steps in "Add a ROM Source Column to a Budget View (Next Gen)" in the See Also section below. Note that 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.
- Click + Add New Line.
- (Optional) Click +Add Lines for All Commitments if you want to add lines for each scope of work across all subcontracts and purchase orders that are not void or terminated.
- Click Create to create the change event.
If the combination of the sub job, cost code, and cost type are non-budgeted, a pop-up will appear asking to confirm to add these line items to the budget. If OK is selected, these line items will be added directly to the Budget with a "?" next to each line item. See "Add a Partial Budget Line Item" in the See Also section below.