Issue a Change Directive

Change Directives are issued to provide instructions to proceed with a change. Only Contract Administrators can issue a Change Directive.

To issue a Change Directive:

  1. On the Home page, Select a Project on which to issue a new Change Directive.

The Project details display on the Home page.

  1. From the Construction menu, select Change Directive.

The Change Directive Search page displays.

  1. Click .

The Change Directive Edit page displays.

  1. Complete the necessary fields:

  1. Required: Select a Contract.

Tip: If a project only has one contract, it will be automatically selected by default.

Note: The document number is automatically populated in sequence based on the Project and Contract selected.

  1. Enter a Title.
  2. Enter the Not to Exceed value.
  3. Enter the Total Value, as a dollar amount.
  1. Enter the Change in Contract TimeClosed The Change in Contract Time is the time impact (days, weeks, months, etc.) that the change in scope will create in the project schedule., as a time-frame (1 day, 3 weeks, 2 months, etc.).
  2. Select a CodeClosed If required, you can select the Code the Change represents. The internal code is referred to for reporting purposes only. The Code, if selected, will display on the printed version of the form. Note: Codes can be customized on a per project basis..
  3. Using the Rich Text Editor:
  • Enter the Description
  • Enter a Reason

Quotation(s)

If the Price is required

Note: The Quotation(s) section will remain empty until Quotations have been issued by the General Contractor Project Manager for this Change Directive’s scope of work.

If the Price is optional

Note: The Quotation(s) section will only display on Change Directives that have been acknowledged. For more information, see Acknowledge a Change Directive

  1. Complete any additional fields:
    1. Attachments
    2. Linked Documents
    3. Private Comments

To action the Change Directive, select one of the action buttons from the top toolbar:

  1. to request recommendations from Consultants. For more information, see Request Consultant Recommendations.
    Who's next?
    Consultant(s) to review the Change Directive. For more information, see Respond to Consultant Recommendation Request on a Change Directive.
  2. the Change Directive. For more information, see Issue a Document.
    Who's next?
    Owner to review the Change Directive. For more information, see Approve a Change Directive.
  3. the Change Directive to issue or edit later. For more information, see Save a Document.
  1. the Change Directive. For more information, see Issue a Document.
    Who's next?
    General Contractor Project Manager to provide pricing for the Change Directive. For more information, see Provide Pricing on a Change Directive.
  2. the Change Directive to issue or edit later. For more information, see Save a Document.
What's next?
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.