Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools.

| | The action is available on Procore's Web, iOS, and/or Android application.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Change Events Tutorials

Action

None

Read Only

Standard

Admin

Notes

Add a Change Event Line Item to an Unapproved Commitment
WebiOS Android

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  • Users also need 'Admin' level permissions to the project's Commitments tool.

  • This item can be viewed offline provided that the asset/item was previously viewed and cached on your mobile device.

Add a Change Event Line Item to an Unapproved Prime Potential Change Order
Web

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Users also need 'Admin' level permissions to the project's Prime Contracts tool.

Add a Change Event Line Item to an Unapproved Commitment Change Order
Web

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Users also need 'Admin' level permissions to the project's Commitments tool.

Add a Related Item to a Change Event
Web

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Configure Advanced Settings: Change Events
Web

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Create a Commitment Change Order from a Change Event
Web

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Users also need 'Admin' level permissions to the project's Commitments tool.

Create Change Events
WebiOS Android

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Create a Change Event (Legacy)
Web

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Create a Change Event from an RFI
Web

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Users also need 'Admin' level permissions to the project's RFIs tool.

Create a Commitment Potential Change Order from a Change Event
Web

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Users also need one of the following permissions:

  • 'Admin' level permissions on the project's Commitments tool.

  • 'Standard' level permissions on the project's Commitments tool and added to the 'Private' drop-down list and the 'Allow Standard Level Users to Create PCOs' configuration must be selected.

Create a Prime Contract Change Order from a Change Event
Web

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Users also need one of the following permissions:

  • 'Admin' level permissions on the project's Prime Contracts tool.

  • 'Standard' level permissions on the project's Prime Contracts tool.

    • The user must be added to the 'Private' drop-down list of the prime contract.

    • The 'Allow Standard Users to Create PCO's' checkbox setting must be enabled in the Prime Contracts tool Settings.

    • The project's Prime Contract tool Settings, is configured to use the two (2) or three (3) tier change orders.
      Note: If the project is configured to use the one (1) tier change order setting, a user must have 'Admin' level permissions on the project's Prime Contracts tool to create a prime contract change order from a change event.

Create a Prime Potential Change Order from a Change Event
Web

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Users also need one of the following permissions:

  • 'Admin' level permissions on the project's Prime Contracts tool.

  • 'Standard' level permissions on the project's Prime Contracts tool and 'Allow Standard Level Users to Create PCOs' must be enabled on the Prime Contracts tool' settings.

Create a Purchase Order from a Change Event
Web

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Users also need 'Admin' level permissions to the project's Commitments tool.

Create a Subcontract from a Change Event
Web

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Users also need 'Admin' level permissions to the project's Commitments tool.

Create Budget Changes from a Change Event
Web

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Users also need 'Standard' level permissions or higher to the project's Budget tool.

Create RFQs from a Change Event
Web

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Users also need 'Admin' level permissions to the project's Commitments tool.

Create a Budget Modification from a Change Event (Legacy)
Web

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Users also need 'Standard' level permissions or higher to the project's Budget tool.

Delete a Change Event You Created
Web

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Delete Any Change Event
Web

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Edit a Change Event You Created

WebiOS Android

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Edit Any Change Event
WebiOS Android

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Link a Schedule of Values Line Item to a Change Event
Web

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Users also need 'Admin' level permissions to the project's Commitments tool.

Record Changes to Production Quantities in a Change Event
Web

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Respond to an RFQ on Behalf of a Collaborator
Web

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Users also need 'Standard' level permissions or higher to the project's Commitments tool.

Retrieve a Deleted Change Event
Web

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Review RFQ Responses
Web

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Users also need access to view the related Commitment.

Review RFQ Responses and Change Status
Web

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Users also need access to view the related Commitment.

Search for and Apply Filters to the Change Events Tool
WebiOS Android

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Submit a Quote as a Collaborator
Web

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Collaborators can submit a quote only after receiving an RFQ email notification. To get this email, the collaborator must have the following designations:

  • 'Standard' level permissions on the project's Commitments tool.

  • Listed as the 'Assignee' on the RFQ.

View a Change Event
WebiOS Android

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View and Filter RFQs
Web

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Users also need 'Standard' level permissions or higher to the project's Commitments tool.

Void a Change Event
Web

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