Change management and variations track how project scope changes are requested, evaluated, priced, and formalized. Handling this by email and spreadsheet often delays sign-off and blurs who approved what.
An automated version captures each request, drafts the variation order, and applies current rates for consistent pricing. It also routes approvals and signatures automatically, shortening the time between request and signed agreement.
The full workflow, from trigger to completion.
Triggers when a new change request arrives by email or through the project intake form.
The variation is automatically logged in the tracking register with request date, source and initial description.
The automation reviews the request against the original scope of work and flags cost, schedule and risk impact.
The automation pulls current labor and material rates and drafts a priced variation order document for review.
For variations above the approval threshold, the project manager reviews the draft before it moves forward.
The draft variation order is sent to the approving manager with a one-click approve or reject option.
Once approved internally, the variation order is sent to the client for electronic signature.
On signature, the contract value and schedule are updated and the project team is notified.
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