Skip to main content
Procore

Create a Change Event from an RFI

  1. Last updated
  2. Save as PDF
 Note
If you want to add the 'Revenue ROM' column to your project's budget view to show the Revenue Rough Order of Magnitude estimate associated with your change event, see Add the Change Event Columns to Budget View (Including Revenue ROM).

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 one of your project's subcontractors discovers a discrepancy and reports that it will result in additional costs, you can create an RFI to gather more information from the subcontractor about the discrepancy. After obtaining that information, you then determine that the discrepancy has additional costs and scope changes that will require a change order to your contracts. The first step in the change management process is to create a change event. To save time and link the change event to the RFI, you can create a change event directly from the RFI. 

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the project's Change Events tool.
      AND
    • 'Standard' level permissions 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 events:

Prerequisites

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 the vertical ellipsis icon-ellipsis-vertical.png at the top of the page.
  4. Click Create Change Event.
    Note: The system redirects you to the create page in the Change Events tool.
  5. Complete the steps documented in Create a Change Event. 
  6. Click Create.