変更イベントを作成する

1. Navigate to the project's Change Events tool.
2. Choose from these options:
   • Click the Detail tab. Then find the change event to update and click Edit.
     
     OR
   • Follow the steps in Create Change Events.
3. In the 'Edit Change Event' page, scroll to the 'Line Items' card.
4. Choose from these options:
   • To add one (1) new line item on the change event, click Add Line. 
     OR
   • To add line items in bulk using line items from all of the project's commitments in the 'Approved' status, click Add Lines for All Commitments. 
     OR
   • To import line items from a CSV file, see Import Change Event Line Items from a CSV File.
5. Complete the line item data entry as follows:
    
   • Budget Code
     Select a budget code or click Create Budget Code. See What is a budget code in Procore's WBS? 

      Tip

     Need help creating a new budget code? For step-by-step instructions, see Create Budget Codes in Procore's Project Financials Tools.
   • Description
     Enter a description for the line item. 
   • Vendor
     Select the vendor's company name from the drop-down menu. See Add a Company to the Project Directory.
   • Contract
     Select the impacted purchase order or subcontract from the drop-down menu. See Create a Purchase Order or Create a Subcontract.
   • Qty
     Enter a numeric value in this box to indicate the number of units that correspond to the unit of measurement that you specify.
   • UOM
     Select a Unit of Measure (UOM) from the drop-down list. To learn about the default selections in this list, see Which units of measure are included in Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
   • Unit Cost
     Enter the monetary cost in this box to indicate the cost per unit of measurement.
   • Cost ROM
     Enter a numeric estimation of the cost's Rough Order of Magnitude (ROM). This entry has NO financial impact on values in other Procore tools. You can add the ROM to the Budget by following the steps in Add Cost ROM, RFQ & Non-Commitment Cost Source Columns to a Budget View.
   • Non-Committed Cost
     Enter the amount of costs that are not associated with a Commitment or Commitment Change Order. 

      NoteS

     • If you are using the enhancements for unit-based financials, this column will capture unit changes to UOM on both Rev ROM and Cost ROM.
     • If you follow those steps to show the ROM value in the budget, and the change event line item ends up having no cost, you will need to zero out the ROM to remove it from the budget
      
6. Click Update. 

Production Quantities relate to contracts and the budget through a combination of sub job and cost code. Users may edit these fields when editing change events line items in the change events edit page. However, if the Production Quantities are associated with a Prime potential change order or Budget Change, the Production Quantity will be locked unless unlinked from the change objects.

1. Navigate to the project's Change Events tool. 
2. Locate and open an existing change event in the Line Items tab.
   OR
   Create a new change event. See Create Change Events. 
3. Scroll to the Production Quantities card.
4. Click Add Line.
5. Complete the line item data entry as follows:
   • Sub Job. Select a sub job from the list.
   • Cost Code. Select a cost code from the list.
   • Description. Enter a description for the line item. 
   • Qty. Enter a numeric value in this box to indicate the number of units that correspond to the unit of measurement that you specify.
   • UOM. Select a Unit of Measure (UOM) from the drop-down list. To learn about the default selections in this list, see Which units of measure are included in Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
6. Click Save.