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 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:

  • To learn how to use other Procore platforms and tools to create a change event, see Which Procore tools can I use to create a change event?

Prerequisites

• Add the Change Events and RFIs tool to the project. See Add and Remove Project Tools.

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 the Default Change Management Configurations