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Procore Support (en-au)

Add a Daywork Sheet to a Change Event

Objective

To add a daywork sheet to a change event.

Background

If one or more daywork sheets result in a change to a contract's scope of work, you can use the Bulk Actions menu in the Daywork Sheets tool to add a daywork sheet to a change event. To perform this action, you will need to have the appropriate permissions on the project's Change Events tool and the Daywork Sheets tool. When you complete this action, Procore automatically links the daywork sheets that you selected in the 'Description' field of the selected change event. In addition, the line item entries on each daywork sheet are added to the change event. 

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 Daywork Sheets tool. 
  • Additional Information:

Steps

  1. Navigate to the project's Daywork Sheets tool.  
  2. Under the All Sheets tab, do the following:
    • Locate the daywork sheets that you want to associate with a new change event. 
    • Mark the checkbox(es) for those daywork sheets. 
  3. Click the Bulk Actions menu and choose Add to an Existing Change Event from the drop-down list. 
    bulk-actions-add-to-existing-change-event.png
  4. In the 'Confirm Selection & Add to Existing Change Event' window, do the following:
    confirm-select-add-to-change-event-en-gb.png
    • Verify that the checkboxes for the T&M Ticket(s) you selected are marked. 
    • Select the appropriate event from the Choose a Change Event drop-down list. 
    • Click Add to Change Event
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