Create a Change Event from a Daywork Sheet

Background

When a Daywork sheet involves a change in scope, you can add it directly to a change event. Doing so automatically links the sheet and its attachments to the change event's description while transferring all line items.

Things to Consider

• Required User Permissions

• The Daywork sheets and their attachments appear as hyperlinks in the 'Description' field of the change event.

• Alternate ways to create change events:

  • To learn how to use other Procore tools to create a change event.

Prerequisites

• Create a Daywork Sheet

• Optional: Create a Change Event

Steps

1. Navigate to the project's Daywork Sheets tool.

2. Mark the checkboxes next to the Daywork sheets you want to associate with a change event.

3. Add to a change event.

   • Add to Existing Change Event

     1. Click the Bulk Actions menu and select Add to an Existing Change Event.

     2. Select the change event from the drop-down menu.

     3. Click Add to Change Event.

     4. Click Save.

   • Add to a New Change Event

     1. Click the Bulk Actions menu and select Create Change Event.

     2. Click Create Change Event.

     3. Enter Change Event information. See Create Change Events.

     4. Click Save.

Next Steps

• Create RFQs from a Change Event

• Create a Commitment Variation From a Change Event

• Create a Head Potential Variation From a Change Event

• Create Budget Changes from a Change Event

See Also

• Remove a Change Event Associated with a Daywork Sheet
• Add a T&M Ticket to a Change Event
• What tools are supported by Rates?