Free Construction Change Order Template
Free Construction Change Order Template – Our free change order form template makes it easy for general contractors, subcontractors and construction project managers to document and manage change requests.
Use this Excel change order template to prepare quotes and estimate costs for a change order, and create a change order form that you can share with supervisors, subcontractors, and project owners.
Free Construction Change Order Template
Once a change order is approved, submit it to the construction project schedule using flexible construction project management software so everyone knows what needs to happen to complete construction on time and on budget.
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The Change Order Form is a document used to manage change requests that go beyond the scope of work agreed in the construction contract. The general contractor prepares a change order that shows how the revised scope affects the construction schedule and budget and submits it to the project owner for approval before new work begins.
So what information should be included in the change order document? Here are the key elements you want to include in your change order form.
Add basic project and change order information first so there is no confusion as to which construction project and/or customer request the change order form is for. For example, you can add the following information to a change order form.
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Briefly describe the client’s request and how it differs from the initial scope of work specified in the construction contract. You want to facilitate quick identification among other change orders.
Explain why the customer wants to make this change. Understanding the reasons for requesting a change order can be helpful when making budget or scheduling decisions for a construction project.
Provide a detailed explanation of how this may affect your construction project so that everyone understands the full impact of the change. Here are some examples of possible project impacts that you can include in your change order form.
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Provide as much detail as possible about the steps you will take to complete the change order. Describe the steps required to resolve the issue, as well as the approximate number of hours or days required to complete the work and adjust the scope.
Changes will inevitably affect your construction budget, so evaluate the financial impact to ensure it’s worth the cost. Our change order form template calculates potential material, labor and equipment costs based on contract rates and a standard profit margin.
The signature is important on any construction change order because you have a budget and contracts to follow. Make sure the project owner agrees with the change approach and acknowledges its impact and costs before proceeding.
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Change is inevitable in the management of construction projects. That’s why it’s important to create a simple and repeatable process for ordering changes.
Our free Excel Variation Order Form template makes it easy to document changes to a construction contract. The great thing about this template is that once it’s set up, it can be used to quickly and easily estimate and generate change orders for all your construction projects.
Check out the instructions below for a quick overview of using the template, or watch the video tutorial below to learn how to use our Construction Change Order template in your own projects.
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Databases, replacing the general data they contain with data specific to your job. Each database tab has instructions for updating it, but let’s go over the basics of each.
Database tab where all materials necessary for work are stored. Substitute or add the same
In our change order template. After adding or changing a new type of employee, it is available at
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For everyone. If you’re unfamiliar with calculating workload percentages, here’s what workload is and how to calculate it. (Don’t want to add a labor charge? Just enter 0% in this labor type column.)
. Do not change this rate as it is used to calculate labor costs
After updating the data in all 3 databases, remember to save them as a template. In this way, the processing of future change orders takes only a few minutes.
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Is basically where all the work is done after setting up the template. It is divided into four sections and you can easily see which part of the template you are working on thanks to the labels in the left column.
It’s pretty basic, but we’ve included reference notes to explain how each key element works. These notes are marked with a red flag in the upper right corner of the cell, as shown in the sample template.
In this section, you can estimate the material required for a change order. Just select an item from the list
How To Create A Construction Change Order Template In Excel
Database. If you need to reconnect them, you’ll find formulas and instructions on how to do so
Cost if needed. For example, you can use it to apply a discount on an overstock product that you have in stock but still want to track. Just remember that the number you enter here will be added to the total for that item. So when you enter a discount, make sure it’s a negative number.
The section allows you to estimate the cost of work for a construction change order based on the information entered
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From the drop-down menu in that column. Then enter the quantity required for each job type
After entering all your work, you’ll see the total below – with and without profit. (Do not regulate
This section allows you to price equipment, costs (such as permits, parking), resources or additional items that you want to price in a change order. As with other sections, it is taken from the section
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The large green box shows your total rounded up to the nearest $25. This cell generates the total that is displayed
, adjust the amount in that cell to the final cost you want to add to the change order form.
Applies the global profit margin to the entire change order. In our change order template, we set the global profit to 25%, but adjust it to your preferred rate.
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Sometimes you need to set individual profit rates for materials, labor and equipment. For example, let’s say your construction contract stipulates a 30% profit margin for labor and you need to show your work. Just enter a new one
Note that entering a custom profit rate overrides the formula that relates it to the global profit rate. To reconnect them, you need to re-enter the formula in that cell. For more information on how to do this, see
In most cases, this edit order spreadsheet is protected from accidentally deleting a formula. But some cells
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If you try to enter data into an unprotected cell that contains a formula, you will receive a warning informing you of the changes that will occur as you continue. You will then be given the option to continue or cancel your entry. If you continue, the formula will be overwritten.
Change order template card. Just copy the formula you need, paste it into the overwritten cell and add the = symbol at the beginning of the formula.
The change order template card contains red numbers. Shows a formula that applies to all cells in a specified column range. If you copy/paste one of these formulas into a file
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, make sure that the red number matches the row number of the cell where you are pasting the formula.
For example, the first formula listed below contains the red value 3. If you paste this formula into cell C4 of the quote sheet, you update the value 3 to 4 because cell C4 is in row 4 of the quote sheet. Offer page. For C5 you should update 3 to 5 and so on.
Ready to start? Download our free change order form template today and use it to estimate and generate a change order for your construction projects.
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And if you want to make sure you can handle change, construction project management software can help you plan and manage every aspect of your construction project. Use our free construction plan template to plan, track and collaborate on jobs.
Here are just a few useful ways to manage changes in construction projects.
Most importantly, supervisors and subcontractors can access change order documents and update task progress both on-site and off-site via the mobile app. Change orders are written instructions to make changes to the scope of work described in the original project contract. Change orders describe new work to be done (or omitted), budget impact, and a revised completion schedule. Change orders are common on construction projects, especially larger ones – in fact, there can be over 50 on a single project.
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There are many factors that contribute to the need for change management. They are usually used when either
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