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Create a Change Event from an RFI

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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 Permission:
    • 'Standard' or 'Admin' on the project's Change Events tool
      AND
    • 'Standard' or 'Admin' on the project's RFIs tool.
  • Supported Platforms:
    • Procore for Web
    • Procore for Android
    • Procore for iOS
  • Additional Information:
    • The +Create Change Event button is only visible and available for use when viewing an RFI. It is NOT available when an RFI is in edit mode. 

Steps

  1. Navigate to your project's RFIs tool.
    This opens the RFIs page.
  2. In the Items view, locate the desired RFI in the list. 
  3. Click View.
    This opens the RFI in view mode.
  4. Click  + Create Change Event.

    create-change-event.png

    The launches the project's Change Events tool and opens the New Change Event page.
  5. Continue with the steps in Create a Change Event.
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