Controlling changes involves notifying and coordinating affected project participants as well as containing costs and the schedule for the project. The Change Management document window provides an overview of each change from the estimate phase to final approval for both budgeted and committed costs. Since the change process in a project differs according to the nature of each change and the methods a company employs for recording and tracking changes, the Change Management module of Contract Management enables you to create a customized workflow to meet your company’s needs for tracking and resolving changes. Using Change Management simplifies the change process.
Change Management provides one location where you enter all necessary contract, contractor, and costing information about a change. At any stage of the process, you can see the current status of the change, including estimates, costs, documents, and responsibilities of all parties.
Change Management enables you to cost all generated documents, post generated documents to any portion of the cost worksheet, and create committed contracts and purchase orders.
Construction managers (CMs) or general contractors (GCs) are responsible for coordinating all construction work and disseminating change information to all affected parties. They must notify the owner of any changes that might affect the schedule or value of the budget contract, control quotes from contractors or subcontractors, negotiate with both the owner and contractors or subcontractors to properly compensate the affected parties, and circulate approval notices to all affected parties once the change is approved.
Change Management phases and options are set on the Project Settings dialog box that you access by right-clicking on the project folder, choosing Project Settings, then click the Change Management tab. You can determine which Budgeted and Committed documents are created for the Budget, Quoted, Negotiated, and Final phases, and what Cost Types to associate with each. It is not necessary to use all the phases if they are not necessary for your processes. For more information, see Specify Project Settings.
Add a Change Management document
Add multiple commitments documents to the estimated phase in Change Management