Change Events

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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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OUTDATED VIDEOS - Removed from Support Site and Certifications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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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.

Change Events Permissions

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Denotes an action that is supported by Procore for Android or Procore for iOS.

Task None Read Only Standard Admin
Add a Change Event Line Item to an Unapproved Commitment 1       icon-mindtouch-table-check.png
Add a Change Event Line Item to an Unapproved Head Potential Variation  1       icon-mindtouch-table-check.png
Add a Change Event Line Item to an Unapproved Commitment Variation 1       icon-mindtouch-table-check.png
Add a Related Item to a Change Event       icon-mindtouch-table-check.png
Configure Advanced Settings: Change Events       icon-mindtouch-table-check.png
Create a Commitment Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Change Event      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Change Event from an RFI  1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Commitment Potential Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Head Contract Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Head Potential Variation from a Change Event 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Purchase Order from a Change Event 1       icon-mindtouch-table-check.png
Create a Subcontract from a Change Event 1       icon-mindtouch-table-check.png
      icon-mindtouch-table-check.png
Create RFQs from a Change Event 1       icon-mindtouch-table-check.png

Legacy  Create a Budget Modification from a Change Event 1

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Change Event 2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Change Event 3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link a Schedule of Values Line Item to a Change Event 1       icon-mindtouch-table-check.png
Record Changes to Production Quantities in a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to an RFQ on Behalf of a Collaborator 4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Deleted Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Review RFQ Responses   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Apply Filters to the Change Events Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Quote as a Collaborator 5     icon-mindtouch-table-check.png  
View a Change Event   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter RFQs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Void a Change Event     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 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.