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Change order management

Automatically processes construction change orders from initiation through approval, updating project schedules and budgets to prevent cost overruns and delays.

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Workflow Trigger

Change order request is submitted in project management system

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Change order request submitted

    A project manager, contractor, or client submits a change order request through the project management platform. The request includes scope changes, cost estimates, and timeline impacts.

    ProcoreBuildertrend
  2. 2
    Action

    Extract and validate request details

    System automatically extracts change order details including cost impact, schedule implications, and required materials. Validates completeness of submission and checks for missing documentation.

    ProcorePlanGrid
  3. 3
    Action

    Generate cost and schedule impact analysis

    AI analyzes the proposed changes against current project budget and timeline using historical data. Calculates material costs, labor hours, and potential schedule delays.

    Sage 300Foundation Software
  4. 4
    Decision

    Evaluate change order threshold

    System determines approval routing based on change order value and impact level. High-value or critical path changes require senior management approval, while minor changes follow expedited approval.

    ProcoreBuildertrend
  5. 5
    Action

    Route for stakeholder approvals

    Automatically sends change order to appropriate approvers based on threshold rules. Notifies project manager, client, and relevant subcontractors with impact analysis and supporting documentation.

    ProcoreCoConstruct
  6. 6
    Action

    Update project budget and schedule

    Upon approval, system automatically updates project budget, timeline, and resource allocation. Adjusts subcontractor schedules and material procurement plans accordingly.

    Sage 300Foundation SoftwarePlanGrid
  7. 7
    Output

    Generate change order documentation package

    Creates comprehensive change order package including signed approvals, updated project drawings, revised schedules, and cost breakdown. Distributes to all stakeholders and archives for compliance.

    ProcorePlanGridCoConstruct

Outputs

  • Approved change order with cost analysis
  • Updated project schedule and budget
  • Change order documentation package

Key Metrics

  • Change order processing time
  • Budget variance percentage
  • Approval cycle duration

Tools & Integrations

OA

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