Use a Contract Change Request Package to request pricing from a vendor or multiple vendors for a change in scope. For example, if you are considering adding scope to your project but want to understand the cost impact first, request pricing using a Change Request. If you move forward with the change, process the costs received from your vendors as a Change Order.

To process a contract change request against a contract, the contract must be created and executed first.

Using the Project Navigation Menu, open Contract Changes.

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

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

To create a new change request package, Click +Create, and a slideout will appear.

Choose Contract Change Request Package. Click Next Step.

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

The Type dropdown is not currently customizable. If you do not see the Type you are looking for, Choose Other and add more detail using the Description field.

You can tie this change to a Jobsite Location, which can be configured in Project Settings. You can also note the Source of this change from the dropdown.

Choose the Budget / ACR Impact. If you choose one of the Post to ACR options, the change request amount will post to the Pending Change Orders column of the Budget/ACR. You can also use this selection to give direction to your vendors (price only or price and proceed).

Click Next Step.

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.

Click Save and Close.

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

Select the Contract using the dropdown menu to choose an executed contract that you are requesting a change order from. 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.

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 prior to receiving information back from the vendor. If you chose 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 both the General Contractor and the Architect. An estimate has been entered for each request. When the vendors respond with their pricing, it will populate in the "Vendor contract change will appear here" section:

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.

Once a Change Order has been received in response to a change request, you will review it using the same steps as any received on-system change order.

Creating a Change Order

Receiving On-System Change Orders