The Change application provides a streamlined process for logging issues and managing their development as they progress through the change management process to become potential and possibly executed change orders. This includes producing detailed records for collecting relevant information, determining pricing, and managing correspondence with external stakeholders. It also includes configurable workflows for multi-level review and approval of change orders. For more information on using InEight Change for managing changes, see Change Order Management and InEight Change Knowledge Library home page.
Contract adjustments can be made within the Change application and are visible in the Change Register of the Control application. After an Issue is created in Change, and becomes an executed change order, it appears as a pending contract adjustment in Control with a status of CCO-Draft.
For more information on executing the change order in Change, see Execute the Change Order.
On the CCO-Draft contract adjustment register, the cost items with their quantity, cost, and man-hour adjustments, along with any associated pay items show up on the adjustment record.
When adding pricing to an issue in Change, this can include adding new cost items that are not yet part of the budget.
Depending on the nature and timing of the issue, the scope and details of the cost item may already be known, or the new cost item can be added as a placeholder until further information becomes available.
When the issue becomes an executed change order and triggers a new CCO-Draft contract adjustment in Control, details can be added to the cost item as the contract adjustment is reviewed and revised.
This includes being able to specify within the contract adjustment under which parent to place the newly created cost item upon approval. Otherwise, the cost item is added as the last record in the Cost Breakdown Structure on the Workspaces CBS tab.
When adding new cost items to price out issues in Change, you can associate a pay item to the cost item.
If the issue becomes an executed change order, this association will carry over when it becomes a contract adjustment in Control, as seen on the Cost items step of the contract adjustment record.
Markups defined in the executed change order’s pricing in Change also carry over to the Draft-CCO contract adjustment in Control. On the contract adjustment record, Billing rate markup, CCO markup, and CCO unassigned markup are all contract adjustment header fields that can help you make more informed decisions on how to adjust the Adjusted current price.
When the status of a Client Change Order (CCO) is changed to Executed and submitted, the change becomes a change record in the Change Register in Control. From the Change Register, the CCO-Draft contract adjustment can be reviewed and submitted for final approval.
For detailed steps on how to revise and submit for approval a contract adjustment that comes from InEight Change, see Approve Contract Adjustment.
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