A Contract Change Request Package streamlines the process of managing project scope changes by enabling efficient cost estimation, vendor coordination, and budget tracking, ensuring informed decision-making and seamless project adjustments.

Using the Project Navigation Menu, open the Contract Changes module.

Note: This area of the platform was previously referred to in INGENIOUS as Change Orders.

1. Click Contract Change Requests at the top of the screen to view all of the contract change requests on the project.

2. To create a new change request package, click on +Create, and a slide-out panel will appear.

3. Choose Contract Change Request Package. Click Next Step.

4. Fill out the information on the Details tab, including the Name, Unique ID, Type, and Date Created.

The Type dropdown is not customizable at this time. If you do not see the desired Type listed, please select "Other" and provide additional details in the Description field.

You can link this change to a Jobsite Location, which can be set up in Project Settings. Additionally, you can indicate the Source of the change using the dropdown menu.

5. Select the Budget / ACR Impact. If you choose one of the "Post to ACR" options, the change request amount will be added to the Pending Change Orders column in the Budget/ACR. This selection can also be used to provide guidance to your vendors (e.g., price only or price and proceed).

6. Click Next Step.

7. Upload any supporting documents, if applicable. This could include any information that you need to share with your vendors for them to prepare their pricing.

8. Click Save and Close.

9. Click Add Request to enter the vendors you wish to request pricing from. Add multiple Requests to include multiple vendors in this change request.

10. Select the Contract using the dropdown menu to choose an executed contract that you are requesting a change order. You can also select “Non-contracted Cost Code” to post an estimate for work to be done as part of this request to a cost code on the Budget/ACR that has not yet been contracted to a vendor.

11. Choose the Cost Code from your Budget/ACR that this change request should post to. If you want to specify the work breakdown structure for the received pricing, add WBS 1.

The Schedule Impact and Estimate fields are optional, but you can use them to estimate the impact before receiving information back from the vendor. If you choose to post this change request to the ACR, your estimate will post as a pending change order on the corresponding cost code until you receive pricing back from the vendor.

In the example below, this change request is being sent to the Architect. When the vendor responds with their pricing, it will be populated in the "Vendor contract change will appear here" section.

12. Click Send Request to send the request to vendors who are collaborating using INGENIOUS. If you have an off-system vendor, you can export the change request to PDF, send it to them via email, and click Mark as Sent to track the status.

Now that you’ve sent a Change Request to your vendors, you can review the Change Order received in response. Simply follow the same steps you would use to review any other on-system Change Order to ensure everything aligns with your project needs.

Creating a Change Order

Receiving On-System Change Orders