Overview:

The Change Requests window is used to enter, modify, and view change requests that will impact a Job Estimate or Contract.  The Change Requests entered into PENTA create the Change Management log that is used to track the changes, both internal and external.

Benefits:

• Record Job-related “issues” that could impact the Job’s Estimated cost, Projected total cost, Contract value and/or Committed costs.
• Group each issue into user defined Change Request Type categories.
• Track the evolution of a Change Request from pending to approved/rejected using user definable status codes.
• If available, you can enter amounts, units, and hours in detail at a Job/Cost Type/Costcode level. Based on the change type and status, this detail can immediately update both the Job’s budget and projected total cost.
• Track revisions to the Change Request financial data.
• Track each Change Request’s progress history.
• Create a Change Request document with a single button click that is saved in the document repository
• Create different versions of a similar change.  For example, the plan called for a wood floor but customer wants to see what marble, tile, etc., would cost and the impact.

Roles:

• Project Manager/Coordinator
• Controller

Location:

• Project Management > Change Management > Change Requests

Video: