Our free change order form template makes it easy for general contractors, subcontractors, and construction project managers to document and manage change order requests.
Use this Excel change order template to draw up bids and estimate costs for change orders and generate a change order request form you can share with supers, subcontractors, and project owners.
Once your change order’s approved, upload it to your construction project schedule using TeamGantt’s flexible construction project management software to ensure everyone knows what needs to happen to finish the construction job on time and budget.
A change order form is a document used for managing change requests that go beyond the construction contract’s agreed scope of work. The general contractor generates the change order request, showing how the revised scope will affect the construction schedule and budget, and sends it to the project owner for approval before new work can begin.
So what kind of information should you log in your change order document? Here are the key elements you’ll want to include in your change order request form.
First things first, add basic details about the project and change order so there’s no confusion about which construction project and/or customer request the change order form applies to. For example, you might include the following information on your change order form:
Briefly describe the customer’s request and how it differs from the original scope of work outlined in the construction contract. You want to make it easy to identify at a glance among other change orders.
Explain why the customer wants to make this change. Understanding the reasons behind a change order request may prove helpful if decisions need to be made about the construction project budget or schedule.
Provide a detailed explanation of how your construction project could be affected so everyone understands the full impact of the change. Here are a few examples of potential project impacts you might include in your change order form:
Include as much detail as possible about any action you’ll take to execute the change order. Outline the steps required to address the change, as well as approximate hours or days needed to get the work done and any scope adjustments.
Change will inevitably affect your construction budget so estimate the financial impact to ensure it’s worth the cost. Our change order form template enables you to calculate the potential cost of materials, labor, and equipment based on your contracted rates and standard profit margin.
A signature is important on any construction change order because you’ve got budgets and contracts to stick to. Be sure your project owner agrees to the change approach and acknowledges the impacts and costs before proceeding.
Change is inevitable in construction project management. That’s why it’s important to establish a simple and repeatable change order process.
Our free Excel change order form template makes it easy to document changes to your construction contract. What’s great about this template is, once you set it up, you can use the template to quickly and easily estimate and generate change orders for all your construction projects.
Our construction change order template includes the following components:
Review the instructions below for a quick overview of how to use the template, or watch the video tutorial below to learn how to use our construction change order template for your projects.
The first thing you’ll want to do is customize your Material, Labor, and Equipment databases by replacing the generic data we've included with data that's specific to your work. Each database tab provides instructions for how to update it, but let’s walk through the basics for each one.
The Material database tab is where all the materials you need for a job are stored. Replace or add as many Material Types as you like in this database to ensure all the options you need are available in your Bid Sheet. Any changes you make to the columns in the Material database will be reflected in the Material section of the Bid Sheet.
When you choose a Material Type from the dropdown on the Bid Sheet, the template automatically fills in the Unit of Measurement and Unit Price based on the information you enter here. For example, if you choose “Pipe Boot” from the Material Type dropdown on the Bid Sheet, the template will instantly fill in a unit price of $25 each.
Any changes you make to the columns in the Labor database will be reflected in the Labor section of the Bid Sheet. You can add up to 24 separate Labor Types in our change order template. When you add or edit a new labor type, it will then be available from the Labor Type dropdown on the Bid Sheet.
Once you’ve listed out your labor types, enter the average Hourly Rate and Burden for each one. If you’re not familiar with calculating burden percentages, you can learn what labor burden is and how to factor it here. (Don’t want to include labor burden? Just enter 0% in this column for that labor type.)
The Man Day rate in column H is automatically calculated based on the Hourly Rate and Burden you enter for each Labor Type. Be careful not to edit this rate, as it’s used to calculate the labor cost on the Bid Sheet.
The Equipment database tab is where all the materials you need for a job are stored. Replace or add as many Equipment Types as you like in this database to ensure all the options you need are available in your Bid Sheet. Any changes you make to the columns in the Equipment database will be reflected in the Equipment section of the Bid Sheet.
When you choose an Equipment Type from the dropdown on the Bid Sheet, the template automatically calculates the cost based on the Equipment Cost you list here, as well as the quantity entered on the Bid Sheet.
Once you’ve updated all 3 databases with your data, be sure to save it as a template. That way it will only take a few minutes to work up future change orders.
Once you've set up your databases, you can begin working in the Bid Sheet. The Bid Sheet uses dropdowns that pull data from each of the 3 database tabs, helping you quickly generate your Change Order Form.
The Bid Sheet is essentially where all the work is done once you have your template set up. It’s broken down into 4 sections and you can easily see what part of the template you're working in from the labels in the left-hand column: Material, Labor, Equipment, and Summary.
Using the Bid Sheet is fairly straightforward, but we've added reference notes to explain how each key element works. These notes are indicated by a red flag in the upper right-hand corner of the cell, as shown in the example in the template.
To get started, enter the Project Name and CO# (Change Order Number) at the top of the Bid Sheet. Filling this information in here automatically populates it on your Change Order Form tab too.
The Material section is where you estimate any material needed for your change order. Simply choose an item from the Material Type dropdown, and the template automatically pulls that item’s UOM and Unit Price from data stored in the Material database tab.
You can also input materials you don’t want to store in your database directly into the Bid Sheet. Just know that, when you do, it overwrites the formula that links those cells to the Material database. If you need to relink them, you can find the formulas and instructions on how to do that in the Instructions tab.
Once you select your material, enter the quantity needed in the Quantity column, and the template will automatically calculate the Total cost.
The Adjustment column enables you to manually adjust the Total cost if needed. For example, you might use it to apply a discount for a surplus product you have in stock but still want to track. Just keep in mind that the number you enter here is added to the total for that item. So if you’re entering a discount, make sure it’s a negative number.
Once you’ve completed your materials, the change order template will calculate your Material Total. Make sure to adjust the Sales Tax percentage to reflect your business’ local tax rate. For now, don’t mess with the Profit percentage. We’ll cover that in just a moment…
The Labor section enables you to estimate labor costs for your construction change order based on the information you enter into the Labor database tab.
Start by selecting a Labor Type from the dropdown in that column. Then enter the quantity you need for each labor type in the Crew Size column and the number of days you’ll need each crew in the Days column.
Note: Unlike the Material section, you can’t input new labor types directly into the Bid Sheet. If you try, you’ll get an error message. Labor Type options are all pulled from the database and are only editable from there.
Once you’ve entered all of your labor, you’ll see it totaled below—with and without profit factored in. (Don’t adjust the Profit margin yet.) You’ll also see the Total Man Days and Profit/Man Day displayed to the right of the Labor Type column.
The Equipment section lets you estimate any equipment, expenses (e.g., permits, parking), resources, or additional items you want to price in the change order. Just like in the other sections, it’s pulled from the Equipment database tab.
To estimate your equipment costs, choose an equipment type from the Name dropdown, then enter the quantity of your selected equipment. The Profit and Total cells will update automatically. Once again, don’t adjust the Profit percentage just yet.
Note: Unlike the Material section, you can’t input new equipment types directly into the Bid Sheet. If you try, you’ll get an error message. Equipment Type options are all pulled from the database and are only editable from there.
The Summary section gives you a breakdown of the following costs:
The big green cell displays your total rounded up to the nearest $25 increment. This cell generates the total that appears on the Change Order Form tab. Once you’re completely finished filling out your Bid Sheet, feel free to adjust the amount in this cell to the final cost you want to include on your change order form.
Now it’s time to set your profit! The purple cell at the bottom of the Bid Sheet applies a global profit margin to your entire change order. We’ve set global profit at 25% in our change order template, but feel free to adjust it to your preferred rate.
There may be times you need to set individual profit rates for material, labor, and equipment. For example, let’s say your construction project contract stipulates a 30% profit margin allowance for labor, and you need to show your work. Simply enter a new Profit percentage in the Labor section of the Bid Sheet.
Just be aware that entering a custom profit rate will overwrite the formula that links it to the global profit-setter. To relink it, you’ll need to reenter the formula for that cell. You can find more info for how to do that in the Instructions tab of the change order template.
Finally, you’ll find your adjusted profit rate listed to the right of the Profit total on the Summary section of the Bid Sheet.
Once you've finished your work in the Bid Sheet, click on the Change Order Form tab, and fill out the free-text cells. The template will automatically populate the Project name, Request number, and Associated cost fields on the form based on the information you entered on the Bid Sheet tab.
Once you've completed the Change Order Form, print or save it as a PDF, and send your change order out!
For the most part, this change order spreadsheet is protected to prevent accidentally deleting a formula. However, a few cells in the Bid Sheet that contain formulas are unprotected to give you flexibility where you need it.
If you attempt to enter data in an unprotected cell that contains a formula, you'll get an alert warning you about changes that will happen if you proceed. Then you'll be given the choice to continue or cancel your entry. If you continue, the formula will be overwritten.
If you accidentally overwrite a formula in an unprotected cell on the Bid Sheet, don't worry! We've listed them for you on the Instructions tab of the change order template. Simply copy the formula you need, paste it into the cell that was overwritten, and then add the = symbol at the beginning of the formula.
Some of the formulas listed on the Instructions tab of the change order template include red numbers. This indicates a formula that applies to all the cells in a particular column range. If you copy/paste one of these formulas into the Bid Sheet, be sure the red number matches the row number of the cell you paste the formula into.
For example, the first formula listed below contains a red 3. If you were to paste this formula into the C4 cell on the Bid Sheet, you'd need to update the 3 to a 4 since C4 is located in the 4th row on the Bid Sheet. For C5, you'd update the 3 to a 5, and so on.
Ready to get started? Download our free change order form template today, and use it to estimate and generate change orders for your construction projects.
And if you really want to get a sure handle on change, TeamGantt’s construction project management software can help you plan and manage every aspect of your construction project. Use our free construction plan template to schedule, track, and collaborate on work.
Here are just a few handy ways you can use TeamGantt to manage change on your construction projects:
Best of all, supers and subcontractors can access change order documents and update task progress on and off the jobsite with TeamGantt’s mobile app.
