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.
- Navigate to your project's RFIs tool.
- Click the Items tab.
- Locate the RFI that you want to create a change event for. Then, click View. Note:
- Click + Create Change Event. 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.
- Continue with the steps in Create a Change Event.
