Create a Change Event from an RFI

Objective

To create a change event from an RFI.

Background

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 higher on the project's Change Events tool.
    AND
  • 'Standard' or higher on the project's RFIs tool.
• Additional Information:
  • The +Create Change Event button is only visible and available when viewing an RFI. It is NOT available when an RFI is in edit mode.
• Alternate ways to create change event in Procore include:
  • Create a Change Event
  • Create a Change Event (iOS) 
  • Create a Change Event (Android)
  • Create a Change Event from an Observation
  • Create a Change Event from a Meeting
  • Create a Change Event from an Email

Steps

1. Navigate to your project's RFIs tool.
2. Locate the RFI that you will use to create the change event. Then click View.
3. Click + Create Change Event.
   Note: The system redirects you to the create page in the Change Events tool.
   
4. Complete the steps documented in Create a Change Event. 
5. Click Save. 

See Also 

• Delete a Change Event
• Set Default Change Order Configurations