View Change Events

To view a change event using the project's Change Events tool.

After a change event is created, you can follow the steps below to view it in the project's Change Events tool.

• Required User Permissions:

  • 'Read Only' level permissions or higher on the project's Change Events tool.

1. Navigate to the project's Change Events tool.

2. 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?

• Prime Contract for Markup Estimates
  Shows which prime contract’s markup settings are being used to calculate the markup on ROMs. This field defaults to the lowest-numbered prime contract.

• Description
  Shows any descriptive information added to the change event.

   Note

  If the change event is linked to a T&M ticket (see Create a Change Event from a T&M Ticket or Add a T&M Ticket to a Change Event), Procore displays the T&M ticket in ths Description field these options:

  • Download PDF. To download a PDF copy of the T&M Ticket to your computer, click this link.

  • View Ticket. To open the T&M Ticket in the project's T&M Tickets 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 T&M ticket, any file attachments from the T&M ticket 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.

• Prime/Prime PCO
  The value of the prime change order SOV line item connected to the change event line item.

• Prime PCO Title
  The title of the change order or potential change order 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 CO/PCO
  The value of the commitment or commitment change order SOV line item connected to the change event line item.

• Commitment Title
  The title of the of the contract or change order 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.