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(Legacy) View Change Events Summary

 Legacy Content
Procore has started a phased release of the new change events list view. If your project has been updated to use the new view, you will no longer use the Steps in this tutorial. Instead, see Create Change Events. To learn about the phased release, see Change Events: Modernized Change Events List View.

Objective

To view a summary of all your project's change events.

Background

The Summary tab in the Change Events tool displays a high-level summary of all of your project's change events. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the Change Events tool. 
  • Additional Information:
    • The Change Events Summary view is "sticky." This means, if you leave the Change Events tool on the Summary view, this view will persist when you return to the Change Events view. 

Steps

  1. Navigate to the project's Change Events tool.
  2. Click the Summary tab. 
    You can view the following columns of information in the table:
    • #
      Displays the number of the change event.
    • Title
      Displays the title of the change event.
    • Scope
      Displays whether the change event is listed as Out of Scope, In Scope, or TBD.
    • Type
      Displays the type of change event.
    • Reason
      Displays the change event reason.
    • Status
      Displays the change event status.
    • Origin
      Displays where your change event was created from (for example, RFI #30).
    • ROM
      Displays the Rough Order of Magnitude assigned to the change event.
    • Prime Totals
      Displays the Prime totals for that change event. This includes vertical and horizontal financial markup.
    • Commitment Totals
      Displays the Commitment totals for that change event.
       Note

      The totals include any new commitments created from change event line items. It also includes:

      • Commitment change orders, if the Commitments tool is configured for the 1-tier change order setting. 
      • Commitment potential change orders, if the Commitments tool is configured for the 2- or 3-tier change order setting. 

      To learn more about the change order tiers, see What are the different change order tier settings in Project Financials?

    • RFQs
      Displays the number of RFQs created for that change event and whether or not they have been responded to.
       Note
      The top number represents the number of RFQs with one of the following statuses: Closed, Pending Final Approval, and Withdrawn.
    • Commitment Change Orders/Commitment PCOs
      Displays the number of commitment change orders created from the change event.
    • Prime PCOs
      Displays the number of prime contract potential change orders created from the change event.
    • Totals
      Shows the totals for your change event's ROMs, Prime totals, and Commitment totals.
    • Report Grand Totals
      Shows the grand totals for your change event's Rough Order of Magnitude (ROM) values, Prime Contract totals, and Commitment totals.

 

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 icon-external-link.png.