Change Events
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The Change Events tool allows you to track potential costs by better coordinating the entire change management process.
- 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 contractors and associate the RFQ with a commitment
- Review RFQs responses from contractors and then Create a Head Potential Variation
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Change Events
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Web
Create a Change Event - Head Contractor
Create a Change Event - Owner
Create a Change Event - Specialty Contractor
Create a Commitment Variation - Head Contractor
Create a Commitment Variation - Owner
Create a Commitment Variation - Speciality Contractor
Create Bulk Commitment Variations from a Change Event
Create a Head Contract Variation - Head Contractor
Create a Funding Variation - Owner
Create a Client Contract Variation - Speciality Contractor
Create a Head PV - Owner
Review HCVs - Owner
Create and Send RFQs
Create and Send RFQs - Owner
Respond to an RFQ - Owner
Respond to an RFQ on Behalf of a Collaborator
Update Variations
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create a Client Contract VAR - Speciality Contractor
Speciality Contractor - Create a Client Contract VAR
Create a Head PV
Owner - Respond to an RFQ
Owner - Review Head Contract VARs
Owner - Create and Send an RFQ
Create an RFQ
Owner - Create a Head PV
Speciality Contractor - Create an CV
Owner - Create an CV
Create an CV
Site Worker - Add a Line Item to a Change Event (Mobile)
Site Worker - Create a Change Event (Mobile)
Owner - Create a Change Event
Speciality Contractor as a Client - Create a Change Event
Create Change Events
Speciality contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - Head Contractor
Create a Commitment Variation - Head Contractor
Create a Head Contract Variation - Head Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Site Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Site Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - Head Contractor
Create a Commitment Variation - Head Contractor
Create a Head Contract Variation - Head Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Site Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Site Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - Head Contractor
Create a Commitment Variation - Head Contractor
Create a Head Contract Variation - Head Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
Web
Create a Change Event - Head Contractor
Create a Commitment Variation - Head Contractor
Create a Head Contract Variation - Head Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Site Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Site Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - Head Contractor
Create a Commitment Variation - Head Contractor
Create a Head Contract Variation - Head Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Update Variations
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Site Worker - Add a Line Item to a Change Event (Mobile)
Site Worker - Create a Change Event (Mobile)
Create Change Events
Create a Head PV
Create an CV
Web
Create a Change Event - Head Contractor
Create a Commitment Variation - Head Contractor
Create a Head Contract Variation - Head Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Update Variations
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create Change Events
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Head PV
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create an CV
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Site Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Site Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - Head Contractor
Create a Commitment Variation - Head Contractor
Create a Head Contract Variation - Head Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Site Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Site Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - Head Contractor
Create a Commitment Variation - Head Contractor
Create a Head Contract Variation - Head Contractor
Create and Send RFQs
Respond to an RFQ on Behalf of a Collaborator
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create a Change Event
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Commitment Variation
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Head Contract Variation
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Site Worker - Add a Line Item to a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Site Worker - Create a Change Event (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Create a Change Event - Head Contractor
Create a Change Event - Owner
Create a Change Event - Specialty Contractor
Create a Commitment Variation - Head Contractor
Create a Commitment Variation - Owner
Create a Commitment Variation - Speciality Contractor
Create Bulk Commitment Variations from a Change Event
Create a Head Contract Variation - Head Contractor
Create a Funding Variation - Owner
Create a Client Contract Variation - Speciality Contractor
Create a Head PV - Owner
Review HCVs - Owner
Create and Send RFQs
Create and Send RFQs - Owner
Respond to an RFQ - Owner
Respond to an RFQ on Behalf of a Collaborator
Update Variations
Mobile
Create a Change Event (Mobile) - Field Worker
Add a Line Item to a Change Event (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create a Client Contract VAR - Speciality Contractor
Speciality Contractor - Create a Client Contract VAR
Create a Head PV
Owner - Respond to an RFQ
Owner - Review Head Contract VARs
Owner - Create and Send an RFQ
Create an RFQ
Owner - Create a Head PV
Speciality Contractor - Create an CV
Owner - Create an CV
Create an CV
Site Worker - Add a Line Item to a Change Event (Mobile)
Site Worker - Create a Change Event (Mobile)
Owner - Create a Change Event
Speciality Contractor as a Client - Create a Change Event
Create Change Events
Speciality contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
- Can I create a variation for a contract or funding before a downstream collaborator responds to an RFQ for a change event?
- Can I customise the numbering system for financial objects in Procore?
- Can I disable the Change Events tool?
- Can I enable the Change Events tool on my existing project?
- How are financial line items and budget codes updated across change objects?
- How can I troubleshoot an issue with the Procore Web Application?
- How do I track non-commitment costs on a change event?
- How do the Change Events tool's column display settings work?
- How does Procore calculate the Over/Under value in Change Events?
- Should I update my Budget View to add RFQ values to the budget?
- What are "related items" in Procore?
- What are 'production quantities'?
- What are Procore's default change types and change reasons?
- What are Procore's default cost codes?
- What are Procore's default cost types?
- What are configurable fieldsets and which Procore tools support them?
- What are custom fields and which Procore tools support them?
- What are custom sections and which Procore tools support them?
- What are the default 'Scope' options for change events in Procore?
- What are the default statuses for change events in Procore?
- What are the different RFQ statuses and how do they affect cost and variation amounts?
- What are the different variation tier settings in Project Financials?
- What is Procore's Recycle Bin?
- What is a budget code in Procore's WBS?
- What is a change event?
- What is a variation?
- What is an downstream collaborator?
- What is an upstream collaborator?
- What is the 'Budget ROM' column in Procore's Budget tool?
- What values pull into a variation SOV from a change event?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore tools can I use to add production quantities to my project's budget?
- Which Procore tools can I use to create a change event?
- Which Procore tools support Work Breakdown Structure?
- Which fields in the Change Events tool can be configured as required, optional or hidden?
- Which filters can I apply to the Change Events tool?
- Which units of measure are included on Procore's master list?
- Why am I unable to assign users to a RFQ?
Change Events Permissions
The following table highlights which user permissions are required to perform the described user action.
- Denotes an action that is supported by Procore for Android or Procore for iOS.
1 These tasks also require additional permissions on other tools in Procore. For more information, view the "Things to Consider" section in the tutorial for that action.
2 Users with 'Standard' permission can only delete the change events they create.
3 Users with 'Standard' permission can only edit the change events they create.
4 Users also need 'Standard' or 'Admin' level permissions on the Commitments tool.
5 Collaborators can submit a quote only if they receive an RFQ email notification. To be eligible to receive an email, the collaborator's user account must be granted 'Standard' level permissions on the project's Commitments tool and designated as the 'Assignee' on the RFQ. For details, see Assign and Send an RFQ to a Collaborator and Submit a Quote as a Collaborator.
Below are the notable changes to the project's Change Events tool.
Recent Changes
No recent notable changes.