Document examples

Illustrative templates to help you understand the paperwork.

No client information or actual project prices appear here. Your project documents and signed contract determine the applicable scope, allowances, and payment terms.

Weekly progress update

Reporting period: [Week ending date]
Work completed: [Work completed this week, with dated photos]
Next week: [Planned trades and milestones]
Decisions needed: [Selection or approval, responsible person, and due date]
Schedule status: [Current milestone date, risks, and recovery actions]
Budget changes: [Approved changes and allowance adjustments]

Download weekly update template (CSV)

Allowance schedule

An allowance should identify what is included, how it is measured, and how differences from the budget are handled.

Selection: [Room and item]
Included scope: [Product, quantity, installation, freight, and tax treatment]
Budgeted amount: [Amount stated in the contract]
Selected cost: [Quoted amount and supporting supplier quote]
Adjustment: [Difference and written approval]

Download allowance template (CSV)

Change order

Change number and date: [Reference and issue date]
Requested change: [Description, drawings, and reason]
Price impact: [Added or credited cost and revised contract total]
Schedule impact: [Added days and revised milestone date]
Approval: [Client and builder approval, with dates, before changed work begins]

Download change order template (CSV)

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