Change Proposal Overview (Beta)

Change proposals (CP) are the contractor’s response to a proposed change in contract sum, contract time, or requirements (outside of the scope of a contract and/or the provisions of its changes clause) in response to a proposal request or a construction change directive. The CP contains an itemized breakdown of cost/time changes to a contract.

CP workflow

The following diagram shows an overview of the CP workflow. Not all steps have to be used.

1. The contractor can create or log a CP proactively. The architect reviews and advises the owner.
2. Optionally, the change proposal can be forwarded for review to other project team members (reviewers).
3. The reviewer(s) review to the change proposal. The CP author can also submit a response on behalf of another person.
4. The architect can accept or reject the CP. Rejection may occur if all items in the proposal request are not covered.

CP features role matrix

The table below provides a comparative list of features available to each project role. Please note that it is not possible to view CP on a Kanban view.

CP feature role matrix
CP Feature	Creator	Admin	Editor	Reader	Reviewer
Create CPs	✔	✔	✔	✔	✔
Download CP attachments	✔	✔	✔	✔	✔
View and review CPs forwarded to you	✔	✔	✔	✔	✔
Download CP attachments	✔	✔	✔	✔	✔
View all CPs	✔	✔	✔	✔
Export CP log reports	✔	✔	✔
Log, receive, edit, forward, review, close and reopen CPs	✔	✔	✔
Delete CPs	✔	✔

For more information on CPs, see the other articles in this section.

• Create or Log a CP
• Edit a CP
• Manage the CP Workflow
• Export a CP Log Report