When you need it
Open a change entry when an event, request or instruction may alter the agreed scope, schedule, cost or technical basis. Maintain the register throughout delivery until each event's decision and implementation status is evidenced.
AI tools and documents for engineering and project management.
Track change event, notice, source, scope, schedule/cost/quality effects, authority and decision status.
How to use this templateThis Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.
This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.
The form prepares a separate brief; it does not fill the Word or Excel file.
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Learning
Open a change entry when an event, request or instruction may alter the agreed scope, schedule, cost or technical basis. Maintain the register throughout delivery until each event's decision and implementation status is evidenced.
It preserves visibility of change exposure before every consequence is quantified. Managers can separate potential changes, assessed impacts and authorized decisions without losing the source and contractual context of each event.
The change coordinator consolidates engineering, planning, cost and contract inputs. Package owners validate effects; the person authorized under the project and contract arrangements decides the change, not the register administrator.
Do not mark a change approved merely because its design has been discussed; technical agreement and contractual authorization may follow different routes.
Illustrative example: a client requests a larger standby generator after design development. The register links the request to technical, foundation and delivery implications. The team records unresolved cost and schedule effects so the authorized decision maker can evaluate the change before committing implementation.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief