Change Events Tool SOP

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Company Best Practices/ Intro
Change Events Tool Step By Step Tutorials and "How To's"

Track potential costs on a project by better coordinating the entire change management process.

HIGHLIGHTS

Create a change event based on a Request for Information (RFI) and add line items by cost code.
Log all change events.
Create a Request for Quotes (RFQs) email based on a Change Event to your subcontractors and associate the RFQ with a commitment.
Review RFQs responses from subcontractors and then Create a Prime Potential Change Order.

Company Best Practices/ Intro

Project Managers:

Superintendents:

3-Tier (Prime Contract) Change Orders

Change Events Tool Step By Step Tutorials and "How To's"

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

View as: Owner | Specialty Contractor | Field Worker

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Change Events

Create Change Events

Create a Change Event *
Clone a Change Event

* To learn how to create change events using other Procore tools, see Which Procore tools can I use to create a change event?

Manage Change Events

Edit a Change Event
Export a Change Event
Void a Change Event

Update Line Items

Add Change Event Line Items
Add Financial Markup Lines with Revenue ROM to Change Events

Update Production Quantities

Add Production Quantities to a Change Event
Record Changes to Production Quantities in a Change Event

Delete Change Events

Delete a Change Event
Retrieve a Deleted Change Event

Additional Tasks

Add a Related Item to a Change Event
Search for and Apply Filters to the Change Events Tool
View a Change Event
View Change Events Summary

Requests for Quotes (RFQs)

Create RFQs from a Change Event
Assign and Send an RFQ to a Collaborator
Submit a Quote as a Collaborator
Respond to an RFQ on Behalf of a Collaborator
Review RFQ Responses
View, Filter, and Search RFQs

Project Tools

Budget

Add Change Event Columns to a Budget View
Add Cost ROM, RFQ & Non-Commitment Cost Source Columns to a Budget View
Create a Budget Modification from a Change Event
Create a Change Event with Revenue ROM

Commitments

Purchase Orders and Subcontracts

Add a Change Event Line Item to an Unapproved Commitment
Create a Purchase Order from a Change Event
Create a Subcontract from a Change Event
Link a Schedule of Values Item to a Change Event Line Item

Potential Change Orders

Create a Commitment Potential Change Order (CPCO) from a Change Event

Change Orders

Add a Change Event Line Item to an Unapproved Commitment CO
Create a Commitment Change Order (CCO) from a Change Event
Link a Schedule of Values Item to a Change Event Line Item

Prime Contracts

Potential Change Orders

Add a Change Event Line Item to an Unapproved Prime PCO
Create a Prime PCO from a Change Event

Change Orders

Create a PCCO from a Change Event
Link a Schedule of Values Item to a Change Event Line Item

Configuration Tasks

Configure Settings: Change Events

In Beta

Procore has is providing these tutorials for the Beta Participant Program for Budget Changes. To learn more, see Budget: (Beta) New 'Budget Changes' Feature for Change Management in Project Financials.

Configure Settings: Change Events
(Beta) Create Budget Changes from a Change Event

In Beta

Procore is pleased to announce the beta release of a new opt-in Change Events experience. To learn more, see (Beta) Project Financials: Modernized Experience for Change Events.

(Beta) Create Change Events
(Beta) Create Change Events Using Revenue ROM
(Beta) Clone Change Events
(Beta) Edit Change Events
(Beta) Add Change Event Line Items
(Beta) Delete Change Events
(Beta) Email Change Events
(Beta) View Change Events Line Items View

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Company Best Practices/ Intro

Project Managers:

Superintendents:

3-Tier (Prime Contract) Change Orders

Change Events Tool Step By Step Tutorials and "How To's"

Change Events

Create Change Events

Manage Change Events

Update Line Items

Update Production Quantities

Delete Change Events

Additional Tasks

Requests for Quotes (RFQs)

Project Tools

Budget

Commitments Purchase Orders and Subcontracts

Potential Change Orders

Change Orders

Prime Contracts Potential Change Orders

Change Orders

Configuration Tasks

In Beta

In Beta

Commitments

Purchase Orders and Subcontracts

Prime Contracts

Potential Change Orders