Change Management Overview

During any phase of a project there are multiple ways you can manage changes to items such as quantities, design, schedule, and cost. Within Control, you can manage changes to quantities, man-hours, and costs through a controlled approval process. You can make records of items such as budget moves, quantity and man-hour adjustments, and change orders by filling out forms.

You can access these change management forms from the Actions menu.

After you fill out and save the applicable changes, Control stores these changes in the Change Register tab, where the project budget is managed.

In the Change Register you can review each change individually and approve changes as needed. When a change is approved, it updates the current budget values in the CBS and is given a status of Approved in the Change Register. Otherwise, the change is only documented in the Change Register with a status of Draft or Pending and has no effect on the current budget.

To manage changes, you must have applicable permissions.

The table below provides a brief description of the three types of changes you can record in Control.

Change type	Description
Budget move	Reallocate costs from one area of the budget to another. When making a budget move, the result must be net zero, neither adding nor removing costs from the budget. The move can include reallocation of man-hours and quantities as well.
Budget quantity and man hour adjustment	Make modifications to budgeted man-hours and/or quantities without making changes to overall budgeted costs.
Contract adjustment	Make a change to the scope of your budget and contract, via the addition or revision of cost items and pay items, which results in a change to the project’s budgeted costs and pricing. Also commonly referred to as a change order.

Change type

Description

Budget move

Reallocate costs from one area of the budget to another. When making a budget move, the result must be net zero, neither adding nor removing costs from the budget. The move can include reallocation of man-hours and quantities as well.

Budget quantity and man hour adjustment

Make modifications to budgeted man-hours and/or quantities without making changes to overall budgeted costs.

Contract adjustment

Make a change to the scope of your budget and contract, via the addition or revision of cost items and pay items, which results in a change to the project’s budgeted costs and pricing. Also commonly referred to as a change order.

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.

Managing changes using the InEight Suite

For a more holistic approach to managing changes within your organization, your company might choose to follow a change management process that integrates with other InEight applications that can include:

InEight Change

InEight Document

InEight Schedule

InEight Progress

For more information on how to use the InEight suite of applications to manage change orders, see Change Order Management.

InEight Change integration with Control

The InEight Change application is designed to manage project changes through a detailed, organized process, tracking changes from issue to executed change order. When executed in InEight Change, change orders can automatically become contract adjustments within InEight Control via an integration between the two applications. If your company is using both Change and Control for managing change orders, consult the Contract Adjustment (with InEight Change) topic for more information on this process.

Budget moves can also be initiated in InEight Change and integrate with InEight Control to show up in the Control Change Register. For more information about managing budget moves using Change and Control, see Budget Moves in InEight Change.