Record a change to Project work

Keep the finding on the Project and prepare a Variation when the agreement needs to change.

On this page

Record what you found before deciding how it affects the agreement. A note or photo does not authorise extra work or agree its price.

1. Record the finding

Open the Project’s Notes. Describe what you observed, where it is and what needs checking. Set visibility to Team when the Business needs to review it.

For example, distinguish visible corrosion behind a boiler from an assumption that all concealed pipework needs replacing.

2. Add the evidence

Save photos to the Project through More, Photos, or upload supporting documents in Files. Check that the saved files are readable and on the correct Project.

3. Review the agreement

Open the Project’s Variations for proposals already recorded. Use the web Variation guide when preparing a change to scope, price or timing.

Keep internal notes and evidence separate from the material you choose to share with the Customer.

If saving is interrupted

Keep the note or upload open, reconnect and retry. Check the Project before adding the same finding again.

Still need a hand?

Tell us what you were trying to do and what happened. Include this guide’s title so we can help you find the right next step.

Contact Jobsworth

Search documentation

Search for a task, record or question.