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Create a Change Event from an RFI (Android)

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Objective

To create a change event from an RFI using your Android mobile 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
      AND 
      'Standard' or 'Admin' on the project's RFIs tool.

Steps

  1. Navigate to the RFIs tool on your Android device.
  2. Tap the RFI you want to create a change event from.
  3. Tap the vertical ellipsis


     
  4. Tap Create Change Event from RFI.
  5. Tap to fill out the following fields as appropriate: 
    • Title: Provide a title for the change event. 
    • Status: Select OpenClosedPending, or Void to indicate the status of the change event.
    • Type: Select TBDAllowanceContingencyOwner Change, or Transfer to indicate the type of cost you are preparing for.
    • Scope: Select TBDIn Scope, or Out of Scope to indicate whether the cost is covered in the original contract. 
    • Description: Describe the event that may result in a change in costs.
    • Change Reason:  Select a change reason from the drop-down menu. 
    • Camera or Attachments: To add a photo or file, tap to select from one of the following options:
      • Camera: Tap to open your camera application so you can take a photo and directly add it to the item.
      • Attachments: Tap to attach files or photos from your device, or photos from Procore.
  6. Tap Save.

See Also

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