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Support Home > Products > Procore Mobile (Android) > User Guide > Change Events (Android) > Tutorials > Create a Change Event (Android)

Create a Change Event (Android)

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Objective

To create a change event on an Android device.

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 Permissions: 'Standard' or 'Admin' on the project's Change Events tool.
  • You can either create a change event from the Change Events tool or from an individual RFI. 
  • Available on Procore's iOS and Android mobile application.
  • This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

Steps

  1. Tap the project you would like to work in,
  2. Tap Change Events in the tool.
  3.  Tap Create New (android-create-new.png)
  4. Fill out the following fields:
    • Title: Provide a descriptive title for the change event. The change event's title is displayed as the subject in the list view.
    • Status: Select 'Open,' 'Closed,' or 'Void' to indicate the status of the change event.
      • Open: This is the default status where you first create a change event. This indicates that the change event is active, and users can manage items within the event (RFQs, Budget Modifications, Commitment PCOs, Prime PCOs).
      • Closed: Set the change event to this status once all necessary change orders and RFQs have been created and the event is considered complete.
      • Void: Set the change event to this status if no change came from the event. Setting the change event as void is an alternative to deleting a change event, as a record will be kept on the log page for future reference. See Delete a Change Event.
        Note: If you mark a change event as 'Void,' that change event will be hidden on the Change Events log page. To view voided events, select 'Void' or 'All (Include Void)' from the Status list under Filters on the Change Events log page. 
    • Scope: Select 'Scope' if the cost is covered in the original contract. Select 'Out of Scope' if the cost was not covered in the contract, signifying that the change order will likely be submitted to the client as an additional cost.
    • Type: Select TBD, Allowance, Contingency, Owner Change, or Transfer to indicate the type of cost you are preparing for.
    • Change Reason: Select a change reason from the drop-down menu. To learn how to configure change reasons. See Set Default Change Order Configurations.
    • Amount (ROM): A ROM is the numeric estimation of what the cost could be and has no financial impact on any of the other tools in Procore. 
    • Description: Describe the event that may result in a change in costs.
    • Attachments: Tap to select one of the following options.
      • Choose File
        1. Tap the hamburger (≡) button to select the location from which you want to attach a file or photo.
        2. Tap the file or photo you want to attach. 
      • Choose from Procore
        1. Tap the album from the project's Photos tool that has the photo(s) you want to include on the inspection.
        2. Tap to select the photo(s) you want to include.
        3. Tap OK in the top right.
      • Camera
        1. Position your camera and capture the photo(s) you would like to attach. 
          • Tap Next to view the following options.
            • Tap the Mark up icon (markup-icon-android.png) to access the mark up toolbar and add notes or drawings to the photo.
            • Tap the Delete icon (2017-11-01_13-51-46.png) to delete the photo and recapture a new image to attach.
        2. Tap Done.
  5. Tap Save.

 

 

 

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