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Use Case

AI Change Order Review

ProductAgentsUse CasesAI Change Order Review

On this page

Job to Be DoneThe Operational ProblemHow It WorksInputs & OutputsWorkflow ContextWorks WithFAQGet Started

The Change Order Agent keeps your scope validated, your pricing backup verified, and your contract terms enforced without manually cross-checking every COR against the full project file.

🤖

Try the Change Order Agent

Review change order requests to validate scope, cost, and schedule impacts using supporting project documentation.

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The Operational Problem

A subcontractor submits a COR. The prime contract sits in SharePoint. The subcontract is in a separate folder. The triggering RFI lives in Oracle Aconex, the ASI is buried in an email thread, and the pricing backup arrived as a PDF attachment. Your project manager has to confirm scope, verify rates and markups, and check schedule impact.

That fragmentation has consequences. More than half of all change orders generally stem from documentation or coordination issues. While errors in contract documents and failure to comply with contractual obligations rank among the top dispute causes. Unvalidated scope and missing backup turn into margin erosion and claims exposure.

How Change Order Agent Automates This

The Change Order Agent executes COR evaluation between the moment a request arrives and the moment a human approves or rejects it. It reads the request, pulls the supporting project files, cross-checks scope and pricing against the contract set, and delivers an impact analysis, validation report, and recommendation. Operators approve, reject, and negotiate change orders. The agent executes the review work that prepares the file for that commercial decision.

1

Ingest the request and assemble the documentation set.

The agent receives the change order request and connects to project files across systems: prime contracts, subcontracts, drawings, RFIs, ASIs, schedules, and pricing backup. It assembles the full evidence set the COR references without manual retrieval.

2

Validate scope against contracts and subcontracts.

The agent cross-checks the requested change against the prime contract and relevant subcontract to determine whether the work falls inside or outside original scope. It confirms allowable markups and contractual terms tied to the change.

3

Analyze supporting documents and pricing backup.

The agent interprets the triggering RFI or ASI, compares the change against current drawings, and reviews the line-item cost breakdown against budget data and submitted quotes. It flags missing backup, unsupported pricing, and documentation gaps.

4

Produce impact analysis, validation report, and recommendation.

The agent evaluates cost and schedule impact against the project schedule, generates a validation report documenting what is and is not supported, and delivers a recommendation grounded in the full documentation set for the operator's decision.

Inputs & Outputs

Inputs

  • Change order request, including the described scope change and supporting attachments

  • Project documentation: prime contracts, subcontracts, drawings, RFIs, ASIs, and schedules

  • Budget data for the affected scope and project

  • Quotes, bids, and pricing backup, including line-item cost breakdowns for labor, materials, equipment, and markups

Outputs

  • Impact analysis covering cost and schedule effects of the requested change

  • Validation report documenting scope legitimacy, pricing reasonableness, and any missing or insufficient backup

  • Recommendation on the change order grounded in the full project documentation set, routed to the operator for the final decision

Workflow Context

The Change Order Agent operates within the change order management workflow that runs from COR trigger through formal change order execution. It connects to the project file set already governed by your RFI and submittal workflows. The same RFIs and ASIs that trigger a COR are the project files the agent cross-references during evaluation. Its output feeds commercial negotiation, schedule monitoring, and budget tracking, since validated cost and schedule impacts flow into how project controls teams update forecasts. The agent connects to systems including Oracle Aconex, BIM Track, QuickBooks, and Google Cloud SQL. Keeping this workflow current matters because downstream forecast, claim defense, and margin projection depend on whether COR review caught unsupported scope and pricing the first time.

Works With

The Change Order Agent connects to relevant project, financial, BIM, and database systems already used in COR review.

Oracle Aconex

Oracle Aconex

Automate project file processing and RFI triage so triggering RFIs and supporting project files can be checked during change order review.

SharePoint

SharePoint

Automate document processing and compliance checks across SharePoint libraries that contain prime contracts, subcontracts, and backup files.

Q

QuickBooks

Connect financial data workflows used to compare pricing backup, invoices, budgets, and cost data before reviewers approve a change order.

B

BIM Track

Automate BIM coordination issue tracking and cross-platform syncing so coordination issues can be cross-referenced against claimed scope changes.

Google Cloud SQL - SQL Server

Google Cloud SQL - SQL Server

Connect managed SQL Server data for cross-platform data analysis and synchronization across project, budget, and schedule records.

Keeping these systems connected gives reviewers one evidence-backed view of scope, pricing, contract terms, and schedule impact.

Frequently Asked Questions

The Change Order Agent applies the same evaluation sequence to every COR: scope validation against contracts and subcontracts, supporting-document analysis, pricing backup review against budget data, and impact analysis. Every change order follows the same validation checks against the same documentation set, regardless of which project manager runs the review. That consistency reduces variability from individual reviewer habits.

The Change Order Agent compares the COR against the documentation it should reference: the triggering RFI or ASI, affected drawings, the relevant subcontract, the schedule, and the line-item pricing breakdown. When supporting evidence is absent or pricing is unsupported by submitted quotes, it flags the gap in the validation report. Operators see what is missing before they commit to a number, rather than discovering documentation holes during a dispute when the change order amount is already final.

No. The project manager and commercial team approve, reject, and negotiate the change order. The Change Order Agent assembles files, cross-checks scope, validates pricing, analyzes impact, and delivers a recommendation grounded in the documentation. The agent removes the hours spent gathering and cross-referencing documents so reviewers spend their time on the decision and the negotiation.

The Change Order Agent analyzes the requested change against the project schedule to assess whether the claimed time extension is justified by the scope. It includes that schedule impact in the impact analysis alongside the cost evaluation, so the recommendation reflects both dimensions. The operator retains the decision on granting any time extension, with the agent's documented analysis as the supporting basis.

The Change Order Agent connects to project files across integrated systems and applies the same evaluation to CORs on any project it covers. Because it cross-references each request against that project's specific contracts, subcontracts, and documentation set, it standardizes review without flattening project-specific terms. Operations leaders get consistent validation reports and recommendations across the portfolio. They can compare change order activity and review quality across jobs.

Review change orders with the Change Order Agent

The Change Order Agent standardizes COR validation by connecting scope, pricing backup, contract terms, and schedule impact in one documented workflow.

  • Scope validation: Cross-check each COR against the prime contract, subcontract, drawings, RFIs, and ASIs to confirm whether the work falls inside or outside original scope.
  • Pricing backup review: Flag missing documentation, unsupported line items, and markup conflicts before the operator makes the commercial decision.
  • Impact analysis: Evaluate cost and schedule effects against project data so reviewers see the basis for each recommendation.
  • Consistent review process: Apply the same validation sequence across projects while preserving each job's specific contract terms and documentation set.
Try the Change Order Agent

Agent

🤖

Change Order Agent

Review change order requests to validate scope, cost, and schedule impacts using supporting project documentation.

Works with

ProcoreProcoreSharePointSharePointCMiCCMiCQQuickBooksSSage IntacctNNotionPlanGridPlanGridSlackSlackTrimble ConnectTrimble Connect
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