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, they 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' 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. Click the Items tab.
3. Locate the RFI that you want to create a change event for. Then, click View.
4. Click  + Create Change Event.
   
5. Continue with the steps in Create a Change Event.

Next Steps

1. Create RFQs from a Change Event
2. Create a Commitment Change Order From a Change Event
3. Create a Prime Potential Change Order From a Change Event
4. Create Budget Changes from a Change Event

See Also

• Delete a Change Event
• Set the Default Change Management Configurations