Creating a Potential Change Request

A Potential Change Request (PCR) serves as an initial notice to document conditions that might affect the original contract, such as scope, cost, or schedule. It alerts stakeholders to potential issues without creating a binding agreement, allowing discussions that may later develop into a formal change order if all parties agree.

Step 1: Navigate to Potential Change Requests

1. Go to the project where you want to create the change request.
2. In the project tab, click Financials, then select Potential Change Requests.
3. Click Create Potential Change Request.
4. The request number will auto-populate based on the last sequence in the project.

Step 2: Enter Change Request Details

Fill in the required fields, including:

• Name
• Change Category
• Change Reason
• Scope
• Schedule Impact (in days)
• Description
• Attach any relevant files

Click Next.

Step 3: Add Schedule of Values (Line Items)

1. On the Schedule of Values page, click Add Line Item to create one or more cost items.

   For each line item, provide:

   • Job
   • Cost Code
   • Cost Type

Step 4: Request Quotations (Optional)

• To request pricing from subcontractors for a line item:
  • Scroll to the right-hand side and under the RFQ column, click Request Quotation.
  • Enter a name, description, and due date for the quotation.
  • In the Contractor section, select a contract from your Subcontract or Purchase Order list.
• Subcontractors must already be users on the project to respond to the RFQ.

Step 5: Finalize and Submit

• Once all details are added, click Create Potential Change Request.
• The system will generate the request and send quotation requests (if any) to the selected subcontractors.