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Change Events capture potential changes to the project scope, schedule, or cost before they become approved change orders. Use them to price work, gather subcontractor input, and decide whether to proceed.

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Open Change Events

  1. Select the project.
  2. Open Change Events from the sidebar.
  3. The log lists every change event with status, type, and estimated value.

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Status Workflow

  • Open — newly created, no pricing or decision yet.
  • Pending — pricing collected, awaiting internal review.
  • In Review — under owner or design team review.
  • Approved — owner approved; ready to roll into a change order.
  • Rejected — declined or withdrawn.
  • Void — cancelled with no impact.

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Create a Change Event

  1. Select Create Change Event.
  2. Enter a Title, Description, and Type (owner-initiated, field condition, design change, subcontractor PCO).
  3. Set the Originator and Date.
  4. Add cost line items by cost code and cost type.
  5. Attach supporting documents (drawings, RFIs, photos).
  6. Save the change event.

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Add Pricing

Each change event can hold multiple line items grouped by trade or cost code. For each line:
  1. Choose the Cost Code and Cost Type.
  2. Enter quantity, unit cost, and markup if applicable.
  3. Optionally link the line to a Vendor or Commitment.
The total estimated value rolls up to the change event header.

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Convert to a Change Order

Once a change event is approved, generate a Change Order from it. See Change Orders.