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Change Events Tool SOP

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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

 

 

START
START
Create an RFQ?
Create an RFQ?
Create RFQs from a Change Event
Create RFQs from a Ch...
Do you want to grant access permissions to collaborators so they can enter their own quotes?
Do you want to grant access...

 

Submit a Quote as a Collaborator
Submit a Quote as a C...

 

 

Respond to an RFQ on Behalf of a Collaborator
Respond to an RFQ on Behalf...
Is change in scope with the original contract?
Is change in scope with t...

 

Create a Change Event 1
Create a Change Event...
Review RFQ Responses
Review RFQ Responses

 

 

Create a Potential Change Order for a Prime Contract
Create a Potential Change...

 

Create a Change Order Request for a Prime Contract
Create a Change Order R...
Add 'Approved' CORs to PCCO
Add 'Approved' CORs to PCCO
Did the Owner/CM reply with an 'Approve' response?
Did the Owner/CM reply with an...

 

Approve or Reject Commitment Change Orders
Approve or Reject Comm...

 

Create a Prime Contract Change Order 2
Create a Prime Contrac...

 

 

Approve or Reject Prime Contract Change Orders
Approve or Reject Prim...
END
END

 

Create a Commitment Change Order from a Change Event
Create a Commitment Ch...
Create a Prime Contract Change Order:

To automatically populate a GC/Client invoice with the approved Commitment Change Order amounts included on a Prime Contract Change Order, always create the change orders before the invoice. 
2 Create a Prime Contract Change Order:...

 

Assign and Send an RFQ to a Collaborator
Assign and Send an RFQ t...
APPROVED CHANGE ORDER ISSUED
APPROVED CHANGE ORDER ISSUED
LEGEND
LEGEND
Subcontractor (Collaborator)
Subcontractor (Collaborato...
Owner/CM (Collaborator)
Owner/CM (Collaborator)
Optional Step
Optional Step
General Contractor
General Contractor
Change Events Tool
Change Events Tool
Commitments Tool
Commitments Tool
Prime Contracts Tool
Prime Contracts Tool
Change Orders Tool
Change Orders Tool

 

1 See Which Procore tools can I use to create a change event?
1 See Which Procore to...

 

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 ContractorField 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

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

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