变更事件
- 最后更新
- 另存为PDF
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。
变更事件
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项目工具
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配置任务 |
Tip
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OUTDATED VIDEOS - Removed from Support Site and Certifications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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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OUTDATED VIDEOS - Removed from Support Site and Certifications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.
- 我可以在下游协作者响应变更事件的 RFQ 之前为主合同创建变更通知单吗?
- 我可以在下游协作者响应变更事件的 RFQ 之前为合同或资金创建变更通知单吗?
- 我能否在 Procore 中自定义财务对象的编号系统?
- 我可以禁用变更事件工具吗?
- 可以在现有项目上启用变更事件工具吗?
- 我们可以在变更事件工具中为新 CCO 设置成本基础的"最新成本"或"最新价格"吗?
- 如何跨变更对象更新财务明细项和预算编号?
- 如何解决 Procore Web 应用程序的问题?
- 如何跟踪变更事件的非合约成本?
- 变更事件工具的列显示设置如何工作?
- Procore 如何计算变更事件中的超支/结余值?
- 是否应该更新预算视图以将 RFQ 值添加到预算中?
- 什么是 Procore 中的“相关项”?
- 什么是“生产数量”?
- Procore 的默认变更类型和变更原因是什么?
- Procore 默认成本编号有哪些?
- Procore 有哪些默认成本类型?
- 什么是可配置字段集以及哪些 Procore 工具支持它们?
- 什么是自定义字段以及哪些 Procore 工具支持它们?
- 什么是自定义部分以及哪些 Procore 工具支持它们?
- Procore 中变更事件的默认“范围”选项有哪些?
- Procore 中变更事件的默认状态有哪些?
- 有哪些不同的 RFQ 状态以及它们如何影响成本和变更通知单金额?
- 项目财务中有哪些不同的变更通知单层设置?
- 什么是 Procore 回收站?
- Procore WBS 中的预算编号是什么?
- 什么是变更事件?
- 什么是变更通知单?
- 什么是变更通知单?
- 什么是下游协作者?
- 什么是上游协作者?
- Procore 预算工具中的“预算 ROM”列是什么?
- Procore 变更事件工具中的"预算 ROM"列是什么?
- 从变更事件中将哪些值提取到变更通知单 SOV?
- 哪些 Microsoft Excel 文件版本可以添加到 Procore 中的项?
- 可以使用哪些 Procore 工具将生产数量添加到我的项目预算中?
- 我可以使用哪些 Procore 工具创建变更事件?
- 哪些 Procore 工具支持工作分解结构?
- 预算工具中的哪些字段可以配置为必填、可选或隐藏?
- 变更事件工具中的哪些字段可以配置为必填、可选或隐藏?
- 我可以将哪些筛选器应用于变更事件工具?
- 可以使用哪些工具将生产 数量添加到项目预算中?
- Procore 的主列表中包含哪些计量单位?
- Procore 的主列表中包含哪些计量单位?
- 为什么无法将用户分配到 RFQ?
主合同













资金
Limited Release
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?
客户合同
Limited Release
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?
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。
- 表示Android 版 Procore或iOS 版 Procore支持的操作。
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 和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
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或编辑变更事件。
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。

