Friday Field Notes #07: Change Orders Start Before the COR


FRIDAY FIELD NOTES #07

Change Orders Start Before the COR

Good morning team,

This week’s topic: change orders.

1. From the Field

By the time a change order request is formally written, much of the important work has already happened. Someone identified that the requested work may be outside the original scope, the team discussed how to proceed, labor or equipment may have been committed, and the project started collecting information to support the cost.

I’ve seen change requests become difficult to recover because the team treated the COR as the beginning of the process. In reality, the process begins as soon as someone recognizes that the work may be different from what was originally planned or priced.

The earlier the project team identifies the potential change, the easier it is to track the labor, equipment, materials, schedule effects, and supporting communication while the information is still fresh.

2. Leadership Perspective

Good project leaders make it safe for the team to raise scope questions early. A PE should not feel like every potential change has to be fully proven before mentioning it.

Early notice gives the PM time to review the contract, ask questions, and decide how the work should be handled.

3. Field Observation

Scope changes are not always announced as formal changes. They often begin with a drawing clarification, an access restriction, additional handling, a different disposal requirement, or a request that sounds minor during a field conversation.

The important skill is learning to pause and compare the request against the contract, estimate, drawings, and existing assumptions. Not every difference becomes a change order, but every meaningful difference should be recognized and evaluated before the cost is buried in normal project activity.

4. Spreadsheet Tip

This week’s formula: SUMIFS

Use this formula to total change-related costs for a specific change item.

=SUMIFS($F:$F,$B:$B,A2,$C:$C,”Change”)

In this example:

Column F contains the cost.

Column B contains the change item number.

Cell A2 contains the change item you want to total.

Column C identifies whether the cost is change-related.

Excel will total the costs in Column F that match both conditions.

This can be useful when labor, equipment, trucking, materials, or subcontractor costs are being tracked across several potential change items.

5. Question for the Week

What work on your current project should be reviewed now before it becomes difficult to separate from the original scope?

Have a great weekend,

Dan

Friday Field Notes

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