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Procore

Create a Change Event from an Observation

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 Note
If you are using Revenue ROM, see Add Change Event Columns to Budget View.

Objective

To create a change event from an observation.

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 colours of a project, they 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, variations can then be created based upon the submitted quote.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Change Events tool
      AND
    • 'Standard' or 'Admin' level permissions on the project's Observations tool.

  • Alternate ways to create change events:

Prerequisites

Steps

  1. Navigate to your project's Observations tool.
  2. Locate the observation that you will use to create the change event. Then click View.
  3. Click + Create Change Event.
    Note: The system redirects you to the create page in the Change Events tool.
  4. Complete the steps documented in Create a Change Event. 
  5. Click Save.