Overview
Creating a contract change in INGENIOUS.BUILD allows collaborators to formally propose and document modifications to an existing, executed contract. This process ensures that all contract changes are properly tracked, reviewed, and approved—whether you are initiating a new change or recording an already executed agreement.
Prerequisites
The vendor must have an executed contract in INGENIOUS.BUILD against which the change order is processed.
The collaborator must have been invited to collaborate on that specific project/contract and have accepted the invitation.
Process
*There may be slight differences from the video above depending on your workspace type.
Creating a Contract Change
Once in the desired project:
Access the Contract Changes module.
Click on '+ Create' at the top right corner.
From the slide-out panel, select the Contract Change Type (Contract Change or Contract change request package).
Select the Executed Contract.
Select your change order status:
Start from scratch: Recommend selecting when you received the contract change and want to go through the standard internal and client approval process.
Upload executed agreement: Recommend selecting when you have an executed contract change and want to input it for record.
This will skip the internal and client approval process and will mark this contract change after creation automatically as executed.
Fill out the details (Name, Unique ID, Type, and Created Date. Optional fields include Jobsite Location, Description, and Source). Click Next Step.
Add Supporting Documents (Optional): You can upload relevant documents in the Supporting Documents tab.
Enter SoV/WBS Details. Review the Anticipated Contract Summary.
Save Progress (Optional): You can 'Save as Draft' at any point to pause and resume later. Draft changes are only visible within your workspace.
Submit the Contract Change for Internal Approval: This action sends the contract change to anyone listed in your financial approval workflow for Contract Changes.
Submit to Client: Click 'Submit to Client' button to send this approved contract change to your client. After submission, your client will have to option to Approve or Reject this contract change.
With built-in options for internal and client review, document support, and structured cost breakdowns, this workflow promotes accuracy, accountability, and seamless communication between vendors and project owners.
Next Steps: