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Procore

变更事件

变更事件工具允许你通过更好地协调整个变更管理流程来跟踪潜在成本。

  • 根据信息请求(RFI)创建变更事件并按成本编号添加明细项
  • 记录所有变更事件
  • 根据发送给承包商的变更事件创建报价请求(RFQ)电子邮件,并将 RFQ 与合约相关联
  • 查看承包商的 RFQ 答复,然后创建主潜在变更通知单

没有与你的搜索查询匹配的项。

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To browse and search all Procore training videos, visit our video library.

Web

Configure Change Event Settings
 
Manage Change Orders
 
Create a Change Event - General Contractor
 
Create a Change Event - Owner
 
Create a Change Event - Specialty Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Commitment Change Order - Owner
 
Create a Commitment Change Order - Specialty Contractor
 
Create Bulk Commitment Change Orders from a Change Event
 
Create a Prime Contract Change Order - General Contractor
 
Create a Funding Change Order - Owner
 
Create a Client Contract Change Order - Specialty Contractor
 
Create a Prime PCO - Owner
 
Review PCCOs - Owner
 
Submit a Field Initiated Change Order as a Collaborator
 
Create and Send RFQs
 
Create and Send RFQs - Owner
 
Respond to an RFQ - Owner
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 
Allow Collaborators to Submit a Field Initiated Change Order
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Client Contract CO - Specialty Contractor
 

Specialty Contractor - Create a Client Contract CO

 

Create a Prime PCO

 

Owner - Respond to an RFQ

 

Owner - Review Prime Contract COs

 

Owner - Create and Send an RFQ

 

Create an RFQ

 

Owner - Create a Prime PCO

 

Specialty Contractor - Create an CCO

 

Owner - Create an CCO

 

Create an CCO

 

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Field Worker - Create a Change Event (Mobile)

 

Owner - Create a Change Event

 

Specialty Contractor as a Client - Create a Change Event

 

Create Change Events

 

Specialty contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Field Worker - Create a Change Event (Mobile)

 

Create Change Events

 

Create a Prime PCO

 

Create an CCO

 

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Change Events

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime PCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create an CCO

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create a Change Event - General Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Prime Contract Change Order - General Contractor
 
Create and Send RFQs
 
Respond to an RFQ on Behalf of a Collaborator
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Change Event

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Commitment Change Order

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create a Prime Contract Change Order

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create a Change Event (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Change Event Settings
 
Manage Change Orders
 
Create a Change Event - General Contractor
 
Create a Change Event - Owner
 
Create a Change Event - Specialty Contractor
 
Create a Commitment Change Order - General Contractor
 
Create a Commitment Change Order - Owner
 
Create a Commitment Change Order - Specialty Contractor
 
Create Bulk Commitment Change Orders from a Change Event
 
Create a Prime Contract Change Order - General Contractor
 
Create a Funding Change Order - Owner
 
Create a Client Contract Change Order - Specialty Contractor
 
Create a Prime PCO - Owner
 
Review PCCOs - Owner
 
Submit a Field Initiated Change Order as a Collaborator
 
Create and Send RFQs
 
Create and Send RFQs - Owner
 
Respond to an RFQ - Owner
 
Respond to an RFQ on Behalf of a Collaborator
 
Update Change Orders
 
Allow Collaborators to Submit a Field Initiated Change Order
 

Mobile

Create a Change Event (Mobile) - Field Worker
 
Add a Line Item to a Change Event (Mobile) - Field Worker
 
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create a Client Contract CO - Specialty Contractor
 

Specialty Contractor - Create a Client Contract CO

 

Create a Prime PCO

 

Owner - Respond to an RFQ

 

Owner - Review Prime Contract COs

 

Owner - Create and Send an RFQ

 

Create an RFQ

 

Owner - Create a Prime PCO

 

Specialty Contractor - Create an CCO

 

Owner - Create an CCO

 

Create an CCO

 

Field Worker - Add a Line Item to a Change Event (Mobile)

 

Field Worker - Create a Change Event (Mobile)

 

Owner - Create a Change Event

 

Specialty Contractor as a Client - Create a Change Event

 

Create Change Events

 

Specialty contractor as a Client - Respond to an RFQ on Behalf of a Subcontractor

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

此页面包括培训视频,这些视频展示了如何在项目变更事件工具中执行各种任务,或执行与项目变更事件工具相关的各种任务。

主合同

diagram_change-events_change-orders-for-prime-contracts.png

diagram_change-events_change-orders-for-prime-contracts_de-de.png

diagram_change-events_change-orders-for-prime-contracts_en-au.png

diagram_change-events_change-orders-for-prime-contracts_en-ca.png

diagram_change-events_change-orders-for-prime-contracts_en-gb.png

diagram_change-events_change-orders-for-prime-contracts_es-es.png

diagram_change-events_change-orders-for-prime-contracts_es-la.png

diagram_change-events_change-orders-for-prime-contracts_fr-ca.png

diagram_change-events_change-orders-for-prime-contracts_fr-fr.png

diagram_change-events_change-orders-for-prime-contracts_ja-jp.png

diagram_change-events_change-orders-for-prime-contracts_pt-br.png

diagram_change-events_change-orders-for-prime-contracts_zh-sg.png

diagram_change-events_change-orders-for-prime-contracts.png

资金

 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

diagram_change-events_change-orders-for-funding.png

客户合同

 Limited Release
flag-us.png  The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

diagram_change-events_change-orders-for-client-contracts.png

变更事件权限

下表突出显示了执行所述用户操作所需的用户权限。

icon-mindtouch-table-mobile.png - 表示Android 版 ProcoreiOS 版 Procore支持的操作。

任务 只读 标准 管理员
将变更事件明细项添加到未获批的合约1       icon-mindtouch-table-check.png
将变更事件明细项添加到未获批的主潜在变更通知单1       icon-mindtouch-table-check.png
将变更事件明细项添加到未获批的合约变更通知单1       icon-mindtouch-table-check.png
将相关项添加到变更事件       icon-mindtouch-table-check.png
配置高级设置:变更事件       icon-mindtouch-table-check.png
从变更事件创建合约变更通知单1从变更事件创建合约变更通知单     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
创建变更事件     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
从 RFI 创建变更事件1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
从变更事件创建合约潜在变更通知单1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
从变更事件创建主合同变更通知单1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
从变更事件创建主合同变更通知单1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
从变更事件创建采购订单1       icon-mindtouch-table-check.png
从变更事件创建分包合同1       icon-mindtouch-table-check.png
      icon-mindtouch-table-check.png
从变更事件创建 RFQ1        icon-mindtouch-table-check.png

旧版从变更事件创建预算修改1

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png
删除变更事件2     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
编辑变更事件3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
将分项价格表明细项链接到变更事件 1       icon-mindtouch-table-check.png
在变更事件中记录生产数量的变更     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
代表协作者回复 RFQ 4     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
恢复已删除的变更事件     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
查看报价请求答复   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
搜索变更事件工具并应用筛选器   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
以协作者的身份提交报价5     icon-mindtouch-table-check.png  
查看变更事件   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
查看和筛选 RFQ   icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
作废变更事件     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1这些任务还需要对 Procore 中其他工具的额外权限。有关更多信息,请查看该操作教程中的“需要考虑的事项”部分。

2具有“标准”权限的用户只能删除他们创建的变更事件。

3具有“标准”权限的用户只能编辑他们创建的变更事件。

4用户还需要合约工具的“标准”或“管理员”级别权限。

5 协作者只有在收到 RFQ 电子邮件通知后才能提交报价。为获得接收电子邮件的资格,协作者的用户账户必须被授予项目变更事件工具的“标准”级别权限,并被指定为 RFQ 的“任务分配对象”。有关详细信息,请参阅向协作者分配和发送 RFQ以协作者的身份提交报价

 

 

以下列示对项目变更事件工具的重大更改。

最近更改

更新了变更事件中的供应商字段(2025 年 11 月 10 日)

变更事件工具现在使用更新的"供应商"链接重定向行为,以改进导航和用户体验。该工具现在会将具有适当权限的用户引导至供应商的项目级别目录条目,从而简化对相关信息的访问。没有访问权限的用户现在只能看到纯文本的供应商名称。

加成估算列的主合同添加到了变更事件清单视图(2025 年 11 月 10 日)

变更事件列表视图现在包括作为可配置列的"加成估算的主合同"字段,允许你直接在表格中显示此信息。你现在可以通过"配置"面板显示或隐藏此列,并在CSV和 PDF 导出中包含该字段。

增强型变更事件管理,无明细项表(2025 年 8 月 11 日)

Procore 在变更事件工具中引入了一个新标签页,用于显示没有任何明细项与之关联的变更事件。这消除了以前隐藏在视图中且难以定位的行为。

对于新变更事件,将默认变更原因配置为空(2025 年 8 月 11 日)

Procore 很高兴地宣布 Procore Explore 中提供的一项新功能:现在可以将新变更事件的“变更原因”字段的默认设置设置为 null。用户要主动选择原因,确保记录准确。这样做无需删除预填信息,从而节省了时间,还有助于提高将变更事件与ERP集成工具配合使用时的数据准确性。此功能必须由使用 Procore Explore 对公司管理工具具有“管理员”级别权限的用户或通过联系你的 Procore 联系人在公司级别启用。要了解更多信息,请参阅创建变更事件

变更事件工具中的现代化页面(2025 年 8 月 11 日)

项目级别变更事件工具中的相关项、备注、电子邮件、变更历史记录和高级设置页面的用户界面已经过现代化,以提供更加无缝、用户友好的体验。

对于新变更事件,将默认变更原因配置为空(2025 年 8 月 11 日)

Procore 很高兴宣布 Procore Explore 中提供一项新功能:新变更事件的"变更原因"字段的默认设置现已设置为空。用户要主动选择原因,确保记录准确。这样做无需删除预填信息,从而节省了时间,还有助于提高将变更事件与ERP集成工具配合使用时的数据准确性。此功能必须由具有公司管理员工具"管理员"级别权限的用户使用 Procore Explorer 或通过联系你的 Procore联系人在公司级别启用。要了解更多信息,请参阅创建变更事件

在新标签页中打开来自其他 Procore 工具的链接项(2025 年 8 月 11 日)

Procore 通过建立 Procore 项目链接的新模式改进了变更事件列表视图中的导航体验。用户现在可以点击icon-open-in-new-tab.png图标在新的浏览器标签页中打开 Procore 对象,确保用户在工具中保持当前位置。请参阅查看变更事件明细项视图

增强了文件上传功能,提供更广泛的格式支持(2025 年 5 月 12 日)

Procore 引入了将其他文件类型上传到变更事件的功能,使支持的文件类型与其他项目级别工具(如送审)保持一致。这提高了文档管理效率。支持的文件类型包括:.bmp、.csv,.eML.gif,.jpg,.pdf,.rar,.rtf文件.sta,.tif,.tiff,.txt,.wpd,.xer,.xps,.zaf,.zip,应用程序/*、音频/*、文本/* 和视频/。要了解如何将文件作为附件上传,请参阅创建变更事件编辑变更事件

变更事件中变更通知单请求的最新成本设置(2025 年 5 月 12 日)

Procore 在变更事件工具中引入了一项新设置,允许变更通知单请求遵循最新成本而不是最新价格,从而增强了财务管理的灵活性和准确性。新的最新成本设置让用户能够维护最新的财务记录,改进决策制定并提高项目成果。要了解更多信息,请参阅配置设置:变更事件

现代化的变更事件工具(2025 年 4 月 18 日)

变更事件工具用户界面已经过现代化改造,可提供更加无缝、用户友好的体验。功能没有变化。