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Procore (en-GB)

Configure Settings: Change Events

Objective

To configure advanced settings for the project's Change Events tool.

Background

If you have been granted the appropriate permissions, you can configure a variety of advanced settings for the project's Change Events tool. 

Things to Consider

Prerequisites

Steps

Follow these steps in these tasks to configure the settings for the Change Events tool:

Enable and Disable the Column Display

  1. Navigate to the project's Change Events tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Choose from these options to show or hide columns in the Change Events tool.
    Note:  The system turns all column displays on, by default. You can disable these columns by removing the tick. For a complete list of column's these settings affect, see How do the Change Event tool's column display settings work?
    • Display Revenue ROM, Latest Price, Latest Cost and Over/Under Columns
      This checkbox turns the Revenue ROM columns ON and OFF. The default setting on new Procore projects is ON.
      • To enable the columns, place a tick in this checkbox. 
      • To disable the columns, remove the tick from this box. 
         Important
    • Display UoM, Revenue Qty, Revenue Unit Cost, ROM Unit Qty and ROM Unit Cost Columns
      This tickbox turns the unit-based columns ON and OFF in the view page of a change event. The default setting for this tickbox is OFF. 
      • To enable the columns, place a tick in this box.
      • To disable the columns, remove the tick from this box. 
         Notes
        • Removing the setting does NOT disable the columns when creating a change event. They are only hidden when viewing a change event. 
        • If your company is going to be creating change events from the Daywork Sheets tool, it is recommended that you enable this setting. If you do not, the summarised line item information from a Daywork Sheet will not be visible in a change event. See Create a Change Event from a Daywork Sheet.
  4. Click Save.
 Beta

Maintain Budget Codes Across All Line Items in Sync

Change event line items associated with variations will now be editable as long as the variation is also in an editable state. How are line items and budget codes updated across change objects?

When users update budget codes they will sync across linked change objects if those objects are also in an editable state.

  1. Navigate to the project's Change Events tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Check the box next to Maintain Budget Codes across all Line Items in sync.
  4. Click Save

Note: This setting is NOT retroactive. Budget codes that were not matching between objects before enabling this setting will not automatically sync upon activation. Only budget codes changed after enabling this setting will sync between objects.

Set Attachment Settings

 Tip

These settings can be turned ON and OFF on your project by a user with 'Admin' permission on the Change Events tool.  When the configuration settings are enabled, the system automatically attaches any documentation from the last RFQ response to new main potential variations and new commitment variations when using the Bulk Actions menu to create variations.

  1. Navigate to the project's Change Events tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Choose from these options to include RFQ attachments in new variations:
    • Copy attachments from RFQ response to Main PVs. Place a tick in this box to enable a setting that automatically includes the attachments from related RFQ response to a new main contract variations. See Create a Main Potential Variation from a Change Event
    • Copy attachments from RFQ responses to Commitment VARs. Place a tick in this box to enable a setting that automatically includes the attachments from related RFQ response to a new commitment variation. See Create a Commitment Variation from a Change Event.
  4. Click Save.
Limited Release

Configure the Budget ROM Settings

You can define the business logic that Procore users to automatically complete the 'Rough Order of Magnitude' value of a budget change. If the budget view assigned to a project includes the 'Budget ROM' column, the value is automatically populated in that project's budget when users create and edit budget changes. See Create Budget Changes).

  1. Navigate to the project's Change Events tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Scroll to the Budget ROM section. 
  4. Choose Latest Cost, Latest Price or None from the following drop-down lists to define how the budget change feature handles the 'Scope' setting for a change event in your project's budget:
    change-events-budget-rom-settings.png 
    • Budget ROM for In Scope. This drop-down list applies your selected setting to changes that are marked 'In Scope'. 
    • Budget ROM for Out of Scope. This drop-down list applies your selected setting to changes that are marked 'Out of Scope'. 
    • Budget ROM for TBD Scope.  This drop-down lists applies your selected setting to changes that are makred 'TBD' (to be determined). 
  5. Click Save
 Tip
  • The 'Budget ROM' amount in Procore can always be edited manually by project users. 
  • To learn how to add a 'Budget ROM' source column for your budget changes to a Procore budget view, see Add a 'Budget ROM' Column to a Budget View

Add Estimated Markup to All of the Change Events on a Project 

 Note
Once initiated, this process may take several minutes or longer (i.e., for projects with many line items or markup lines), during which the Change Events tool will be unavailable.
  1. Navigate to the project's Change Events tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Select the main contract with the markup settings that you want to apply to all of your existing change events in the Default “Change Event Main Contract (For Markup Estimates)” for the New Change Events list.
     Note
    If you decide to use the markup settings from a different main contract, you must re-number the main contract you choose so it has the lowest number.
  4. Click Copy to Existing Change Events.
  5. Click Confirm.
     NoteS
    • The 'Main Contract (For Markup Estimates)' field is set to the selected main contract on all change events. 
    • Markup is calculated using the Revenue ROM values based on the markup settings defined for the main contract. See Add Financial Markup to Main Contract Variations.

Set User Permissions 

  1. Navigate to the project's Change Events tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN tick appears.

    The colour-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?
     

    Icon Colour Header Column 3
    green-check.png GREEN The user has been granted this level of access permission to the tool.
    red-x.png RED The user has NOT been granted this level of access permission to the tool. 
    grey-x.png GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permissions template?). To change the user's access permission level, follow the steps in Manage Project Permissions Templates.

     

 

If you would like to learn more about Procore's change events management software and how it can help your business, please visit our construction variation product page icon-external-link.png.