Project Change Order Summary Generation

Create a comprehensive summary of a project change order with a single click. The summary highlighting the impact of the change order on the project financials helps align stakeholders with project updates and eases approvals. The AI-generated summary can be easily edited and finalized saving the project manager valuable time.

For example, in a solar power plant construction project, the client requests an immediate increase in battery storage capacity. The change owner quickly completes the impact assessment, generates a comprehensive change order summary, and moves it for approval, ensuring fast and seamless execution.

Change order summary in the details page

Change order summary in the details page

Change order summary in the approval notification

Change order summary in the approval notification

The business benefits of this feature are as follows:

  1. Streamlines stakeholder alignment, speeds up approvals, and enables informed decision-making with a comprehensive, AI-driven change order summary.
  2. Change order approvers and reviewers can quickly review the change order summary and take necessary actions directly from notifications on the go, eliminating the need to navigate the application interface.

Here's the demo of these capabilities:

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Execution Management

Tips And Considerations

  • Save the newly created change order before generating its summary.
  • To use this generative AI-powered feature, both new and existing customers need to opt-in. Once opted-in, you can immediately start generating the change order summary.
  • The system will automatically generate the change order summary in your preferred language if it's one of the languages mentioned under the Author/Summarize section here. For other languages, the summary will be provided in English.

Access Requirements

To use this feature, you need the following privilege:

  • Manage Project Changes (PJE_MANAGE_PROJECT_CHANGE_PRIV)