Manage Budget Changes (Change and Control)

Project Control Manager on the phone
Use Case

The project controls manager receives word of an issue found in the field that the superintendent is pricing into a change order. After negotiations with the client, the change order is ready for the project manager’s review.

If your organization uses both InEight Change and InEight Control, you can create budget moves or change orders in InEight Change and have them automatically update the Change Register in InEight Control for final review.


Budget move from InEight Change

If an issue occurred on your end, and you can’t charge the owner for it, those costs will need to be covered from another place in the budget by doing a budget move.

You can initiate a budget move from InEight Change and then approve it in InEight Control, using the following steps (access links for additional information as needed):


Create Issue Add Pricing Create Budget Move Approve Budget Move

VIDEO | Issue Creation

VIDEO | New Issue Import in Change

TOPIC | Issue Creation and Setup

VIDEO | Cost Item Pricing

TOPIC | Cost Item Pricing

VIDEO | Budget Moves from Change

TOPIC | Budget Moves

Contract Adjustment from InEight Change

As issues come up in the field, you can develop these issues into change orders using InEight Change. Once executed, these change orders show up in the Control Change Register as contract adjustments for final review and approval.

Creating a contract adjustment from InEight Change involves the following steps:

Create Issue Add Pricing Create Budget Move Approve Budget Move

VIDEO | Issue Creation

VIDEO | New Issue Import in Change

TOPIC | Issue Creation and Setup

VIDEO | Cost Item Pricing

TOPIC | Cost Item Pricing

VIDEO | Client Change Order (CCO)

VIDEO | CCO Execution

TOPIC | Change Order Execution

VIDEO | Change Approval Process

TOPIC | Contract Adjustment from CCM

Watch this video to review the entire change order process using InEight Change and InEight Control:


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