Change Management Overview

Changes can happen during all phases of a project. There will likely be modifications to quantities, design, schedule, and/or cost. You will need to manage changes that have been identified and determined to have an impact to the project. It is also vital that you have a way to compare the project from its original plan with all the changes that have affected the project.

For your sample project the Steel Structure Training Job, you will perform three different types of changes to the budget:

  • Budget Move (Net Zero Dollar Move)

    Options:

    1. Associated Budget Move – define budget moves with a From and To process to provide ultimate traceability of budget moves.

    2. Non Associated Budget Move – define budget moves freely to provide the most flexibility. A quicker way to perform a budget move.

      • Budgeted dollars are moved from one cost item to another, without changing the overall budgeted price

      • Can change MH/QTY and Unit Costs of the cost item

  • Quantity or Man-Hour Adjustment

    • Adjust values for quantities or man-hours applied to a single cost item

    • Can change MH/QTY and Unit Costs of the cost item

  • Contract Quantity Adjustment

    • Adjust budget to capture changes in work scope (quantity)

    • Adjust dollars from existing or new pay items

    • Allows “locking” of Total Price, Unit Price, or Pay Quantity

When you perform a budget move, contract adjustment, or budget quantity and man hour adjustment, you can select a maximum total of 250 cost items or 100 pay items. When you exceed the maximum, the Budget move and contract adjustment option in the Actions menu drop-down becomes unavailable. This improves the speed, reliability, and performance of the change order.