View Change Events
Objective
To view a change event using the project's Change Events tool.
Background
After a change event is created, you can follow the steps below to view it in the project's Change Events tool.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the project's Change Events tool.
Steps
- Navigate to the project's Change Events tool.
- Optional: At the top of the change event, you have these options:
- Click the Edit button at the top of the page to edit the change event. To learn more, see Edit Change Events.
- Click the Export button and choose the PDF option from the drop-down menu. To learn more, see Export Change Events.
- Click the Vertical Ellipsis and choose the Email option from the drop-down menu. To learn more, see Email Change Events.
- Click the Vertical Ellipsis and choose the Clone option from the drop-down menu. To learn more, see Clone Change Events.
View the General Information
In the General tab, the General Information card lets you view basic information about the change event:
- Number
Shows the change event number that was assigned at creation. - Title
Shows the title of the change event. - Status
Show the current status of the change event. To learn about Procore's default statuses, see What are the default statuses for change events in Procore? - Origin
Shows a link to the item in a Procore project tool from which the change event originated. See Which Procore tools can I use to create a change event? - Type
Shows the type associated with the change event: TBD, Allowance, Contingency, Owner Change, or Transfer to indicate the type of cost you are preparing for. See Set the Default Change Management Configurations. - Change Reason
Shows the reason associated with the change. See Set the Default Change Management Configurations. - Scope
Shows one of the following scope options: In Scope, Out of Scope, or TBD. See What are the default scope options for change events in Procore? - Head Contract for Markup Estimates
Shows which head contract’s markup settings are being used to calculate the markup on ROMs. This field defaults to the lowest-numbered head contract. - Description
Shows any descriptive information added to the change event.Note
If the change event is linked to a Daywork Sheet (see Create a Change Event from a Daywork Sheet or Add a Daywork Sheet to a Change Event), Procore displays the Daywork Sheet in ths Description field these options:
- Download PDF. To download a PDF copy of the Daywork Sheet to your computer, click this link.
- View Sheet. To open the Daywork Sheet in the project's Daywork Sheets tool, click this link.
- Attachments
To download a file attachment to your computer's download location, click the file's link. If there are multiple attachments, a Download All link appears so you can download all of the attachments in a single action.Note
If the change event is linked to a Daywork Sheet, any file attachments from the Daywork Sheet is transferred to the 'Attachment' section when the change event is created so you can download it.
View Line Items
The Line Items card on an individual change event lets you perform different viewing and editing functions. To learn about your options, see (Beta) View the Change Events Line Items View.
Change Event Data Columns
Change Event General Information
- Number
Shows the change event number that was assigned at creation. - Title
Shows the title of the change event. - CE Number - Title
The change event number and title combined. - Status
Show the current status of the change event. To learn about Procore's default statuses, see What are the default statuses for change events in Procore? - Scope
Shows one of the following scope options: In Scope, Out of Scope, or TBD. See What are the default scope options for change events in Procore? - Type
Shows the type associated with the change event: TBD, Allowance, Contingency, Owner Change, or Transfer to indicate the type of cost you are preparing for. See Set the Default Change Management Configurations. - Change Reason
Shows the reason associated with the change. See Set the Default Change Management Configurations. - Origin
Shows a link to the item in a Procore project tool from which the change event originated. See Which Procore tools can I use to create a change event? - Date Created
The date the change event was created. - Created By
The name of the user who created the change event.
Change Event Detail
- Item Type
Shows the type associated with the line item: Line Item or Markup. - Budget Code
Shows the budget code associated with the line item. See What is a budget code in Procore's WBS? - Description
Shows the description entered for the individual change event line item. - Vendor
The name of the company whose contract(s) is/are potentially affected by the change event line item. - Contract
The number and title of the contract being affected by the change event line item. - Unit of Measure
The unit of measure selected for the change event line item. See Which units of measure are included on Procore's master list?
Production
- Unit of Measure
The unit of measure selected for the measurable amount of work installed on the project that is associated with the change event line item. - Quantity
The number of the chosen units of measure associated with the measurable amount of work installed on the project that is associated with the change event line item.
Revenue
- Quantity
The number of the chosen units of measure associated with the revenue of the change event line item. - Unit Cost
The value assigned to each unit associated with the revenue of change event line item. - Revenue ROM
The rough order of magnitude (ROM) is the preliminary revenue value assigned to the change event line item. - Head/Prime PCO
The value of the head variation SOV line item connected to the change event line item. - Head PV Title
The title of the variation or potential variation connected to the change event line item. - Latest Price
The most up to date value associated with the revenue of the change event line item.
Cost
- Quantity
The number of the chosen units of measure associated with the cost of the line item. - Unit Cost
The value assigned to each unit associated with the cost change event line item. - Cost ROM
The rough order of magnitude (ROM) is the preliminary cost value assigned to the change event line item. - Request for Quote
The value of a returned RFQ associated with the change event line item. - RFQ Title
The title of an RFQ associated with the change event line item. - Commitment/Commitment VAR/PV
The value of the commitment or commitment variation SOV line item connected to the change event line item. - Commitment Title
The title of the of the contract or variation connected to the change event line item. - Latest Cost
The most up to date value associated with the cost of the change event line item. - Over/Under
The difference between the 'Latest Price' and the 'Latest Cost'.
Budget
- Quantity
The number of the chosen units of measure associated with the budget of the change event line item. - Unit Cost
The value assigned to each unit associated with the budget of the change event line item. - Budget ROM
The rough order of magnitude (ROM) is the preliminary value assigned to a budget change connected to the change event line item. - Budget Change
The value of the budget change connected to the change event line item. - Latest Budget Impact
The most up to date value for the budget impact of the change event line item. The value will match the Budget ROM column or the Budget Change column if there is a value.