Contractual Modification

This report extracts the list of contractual changes associated with each purchase order for selected projects.

How to Use This Report

Detailed Report Per PO Tab

The first step after opening the Excel file is to select a project and then a contract, i.e. a Purchase Order for which you will be able to consult the list of contractual changes associated with it.

1. Select the language.
2. Select a project from those included in the report.
3. Select the contract from the drop-down menu, which includes all purchase orders for the project.
4. The contract initial amount is the purchase order amount.
5. Contract total to date indicates the purchase order amount including billable contractual changes as entered in the Total Revised field.
6. The contingencies amount defaults to 10% of the original contract amount.
7. If required, you can change the contingency percentage to suit your needs. 

The following sections show the current situation, i.e. approved billable contractual changes, as well as the projected situation, billable changes regardless of status, and unapproved directives.  

8. You can find the number of contractual changes
9. The total amount of these changes.  
10. Contingency used is calculated by dividing the amount (9) by the contingencies (6).
11. The contingency available is the difference between the contingency (5) and the amount of contractual changes (9). 
12. The percentage of total contingency is calculated by dividing the available contingency (11) by the contingencies (6). A green check mark indicates that the contingency is not used (100%), a yellow icon indicates partial use of the contingency and a red X indicates overuse of the contingency (negative %).

Finally, we provide a breakdown by specialty of the billable contractual changes approved, as well as a breakdown by cause of these same billable changes associated with the selected purchase order.

List of Contractual Changes Tab

This tab shows you the list of contractual changes associated with each of the purchase order of the selected project, as well as several additional items of information, such as status, estimated, submitted and approved amounts, and the associated billable change (CO) where applicable. 

1. Select a project
2. Purchase order reference and supplier name
3. Contractual change reference and title
4. Contractual change status
5. When the status is Pending approval, the Pending from column displays the name of the next approver.
6. The light blue lines show the subtotals by status.
7. The Step 2 section displays the associated contractual changes when it's a 2-step change. 
8. If it is a 1-step change, S.O. will be indicated in this section.
9. If the associated Change Order has not yet been created, the columns will be empty.