1. Interior Design PM
  2. Process
  3. Change and reconciliation
Process · Change and reconciliation

Change and reconciliation

Control successor revisions, cancellations and failed operation effects. The Project Manager changes only unaccepted scope and future task lines. An independent Reviewer decides the successor revision. Operations Lead compares each guarded receipt with its linked effects before treating it as complete.

Step by step

  1. Inspect current scope Project Manager

    Project Manager separates completed and future work. Confirm the linked record and current revision before passing work forward.

    • Separate completed and future work
    • Updates Work packages, Tasks
  2. Prepare successor Project Manager

    Project Manager revises unaccepted scope and future task lines. Confirm the linked record and current revision before passing work forward.

    • Revise unaccepted scope and future task lines
    • Updates Work packages, Tasks
  3. Approve change Reviewer

    Reviewer approves the successor revision independently. The decision is recorded against the current revision with a reason.

    • Approve the successor revision independently
    • Updates Review decisions, Work packages
    ApprovalA person approves before the work moves on.
  4. Inspect receipt Operations Lead

    Operations Lead compares expected and actual linked effects. Confirm the linked record and current revision before passing work forward.

    • Compare expected and actual linked effects
    • Updates Operation receipts, Work packages
  5. Resolve exception Operations Lead

    Operations Lead completes matching effects or retains needs review. Confirm the linked record and current revision before passing work forward.

    • Complete matching effects or retains needs review
    • Updates Operation receipts, Room approvals, Review decisions
Project Manager
, Reviewer, Operations Lead.
Project Manager
Prepares the change; Reviewer approves the successor; Operations Lead reconciles receipts.

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