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Procore Support (en-au)

Create a Change Event from a Daywork Sheet

Objective

To create a change event from a Daywork Sheet

Background

If one or more Daywork Sheet(s) results in a change to a contract's scope of work, you can use the Bulk Actions menu in the Daywork Sheets tool to create a new 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 use this option, Procore creates a new change event and then automatically lists the Daywork Sheets that you selected in the 'Description' field in the new change event. In addition, any attachments are also linked in the Description and the line item entries on each sheet are added to the change event. 

Things to Consider

  • Required User Permissions:
    • To create a change event in the Daywork Sheets tool:
      • Standard' or 'Admin' level permissions on the project's Daywork Sheets tool
        AND
      • 'Standard' or 'Admin' level permissions on the project's Change Events tool.
  • Alternate ways to create change events:

Prerequisites

Steps

  1. Navigate to the project's Daywork Sheets tool.  
  2. Under the All Tickets tab, do the following:
    • Locate the tickets T&M tickets that you want to associate with a new change event. 
    • Mark the checkbox(es) for those T&M Ticket(s). 
  3. Click the Bulk Actions menu and choose Create a Change Event from the drop-down list. 
    bulk-actions-create-change-event.png
     Notes
    • This creates a new change event and takes you to the change events page.
    • The Daywork Sheet(s) appear as hyperlinks in the 'Description' field.
    • Any attachments in the Daywork Sheet are included as a link in the Description as shown below.
  4. Optional: To open the Daywork Sheet from the change event, click a link in the Description field.
  5. Optional: If the change event is associated with a Daywork Sheet, click one of these options:
    • Download PDF. This opens a PDF copy of the Daywork Sheet. 
    • View Ticket. This opens the Daywork Sheet in the Daywork Sheets tool. 
  6. Optional: If there are any attachments on the Daywork sheet, click an attachment link in the Description field.   

    change-event-download-pdf.png
     Caution
    • If you delete the 'Description' field in the change event, all Daywork Sheet hyperlinks are also deleted.
    • If you decide to add the Daywork sheet hyperlinks back, you can manually add them back by copying the Change Event hyperlink in the All Sheets tab of the Daywork Sheets window and then paste it into the Description field.
  7. Continue with the steps in Create a Change Event
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