Streamline Your Change Management with SiteRise’s Change Order Tool
What is the Change Order Tool?
The Change Order Tool is a feature within SiteRise's Project View, designed to help management of change order requests efficiently. This tool facilitates the process from the initial estimate to final approval, ensuring that all changes are documented, tracked, and managed effectively.
Key Features
Change Order Requests: Enables vendors to submit change order requests directly within the platform.
Estimate Submission: Allows users to send an estimate for approval, initiating the change order process.
Detailed Information: Once approval is granted, users can provide further detail and a cost breakdown for the change order.
Reason Tracking: Users can enter reasons for the change order, which can then be tracked over time to identify trends and improve project planning.
Approval Workflow: Streamlines the approval process, ensuring that change orders are reviewed and approved promptly.
Who Should Use the Change Order Tool?
This tool is designed for project managers, general contractors, subcontractors, and any professionals involved in project execution. Whether you're in the office, on-site, or working remotely, the Change Order Tool helps you manage and document change orders efficiently, keeping your projects on track and within budget.
Watch the Training Videos
To help you get started, we’ve created two training videos that walk you through the Change Order Tool’s features and functionalities.
Video 1: Creating the Change Order In this video, you’ll learn how to:
Navigate the Change Order interface
Create and submit a change order request
Provide an initial estimate for approval
Video 2: Providing More Detail on the Change Order In this video, you’ll learn how to:
Add detailed information and a cost breakdown
Identify the reasons for the change order
Monitor the approval process and manage change orders efficiently
By the end of these videos, you’ll have the knowledge and confidence to use the Change Order Tool effectively in your projects.
Creating
Detail
Conclusion
We’re excited to see how the Change Order Tool will enhance your change management and project execution experience. With SiteRise, you can ensure that all change orders are documented, tracked, and managed efficiently, keeping your projects on track and within budget.
Stay tuned for more training resources and tips to make the most of your SiteRise tools. Happy managing!