Change orders are a critical component of project management, allowing for the documentation and approval of modifications to the original project scope. Bolster provides a streamlined process for tracking these changes.
Step-by-Step Guide
1. Access the Project Dashboard:
- Log in to your Bolster account.
- Navigate to the 'Projects' tab on the main menu.
- Select the project for which you need to track change orders.
2. Initiate a Change Order:
- Within the selected project, click on the 'Change Orders' section.
- Click the 'New Change Order' button to initiate a new request.
- Fill in the required fields, including the change order title, description, and reason for the change.
3. Define Change Order Details:
- Specify the impact on project scope, timeline, and budget.
- Attach any relevant documents or files that support the change order.
- Assign the change order to the appropriate team member for review.
4. Review and Approval Process:
- Once submitted, the change order will be routed to the designated approvers.
- Approvers will receive a notification and can review the details within the 'Change Orders' section.
- Approvers can either approve, reject, or request modifications to the change order.
5. Track Change Order Status:
- Monitor the status of the change order in the 'Change Orders' section.
- Status indicators such as 'Pending', 'Approved', or 'Rejected' provide real-time updates.
- Use the filter options to sort change orders by status, date, or assigned team member.
6. Implement Approved Changes:
- Once a change order is approved, update the project plan to reflect the new scope, timeline, and budget.
- Communicate the changes to all relevant stakeholders to ensure alignment.
7. Document and Archive:
- Ensure all change orders, whether approved or rejected, are documented for future reference.
- Use Bolster’s archiving feature to store completed change orders, maintaining a comprehensive project history.
By following these steps, project managers can ensure that all changes are documented, approved, and implemented seamlessly, minimizing disruptions and maintaining project integrity.