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Change Requests

Owned by Kyle Niekamp
Last updated: 06 20, 2022 by Claire Aleman

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:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.