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Construction & infrastructure

Construction Variation & Valuation

Track instructed changes, notice dates, entitlement evidence, valuation review and approved contract forecast updates.

Request a tailored demonstrationExplore the interface

12 workspace menus · 5 role profiles · Connected records

Designed for contractors and construction commercial contract administration teams

Construction Variation & Valuation workspace interface preview; illustrative records and figures.
Construction Variation & Valuation — operational workspaceInterface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Construction Variation & Valuation workspace interface preview; illustrative records and figures.
Construction Variation & Valuation — operational workspaceInterface preview · Illustrative dataView full interface →
Construction Variation & Valuation record interface preview; illustrative records and figures.
Construction Variation & Valuation — record and workflow reviewInterface preview · Illustrative dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Project / work packagePeriodAssigned teamReview state

Dashboard measures

  • Active application records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Track instructed changes, notice dates, entitlement evidence, valuation review and approved contract forecast updates. A site instruction can alter cost and programme commitments before the commercial team has agreed entitlement or valuation. The system preserves the instruction, contractual dates and reviewed positions, giving project and commercial owners a common record for negotiation and approval.

Operational visibility

  • Variation agreement cycle time
  • Pending financial approvals
  • Revenue / payment dashboard
  • Outstanding and disputed items
  • Reconciliation exceptions

Operations

Operational overview

Review the work position and priority actions.

Change instruction register

Coordinate change instruction register with assigned responsibilities, linked records and review history.

Contractual notice tracking

Coordinate contractual notice tracking with assigned responsibilities, linked records and review history.

Scope and cost evidence

Coordinate scope and cost evidence with assigned responsibilities, linked records and review history.

Programme impact review

Coordinate programme impact review with assigned responsibilities, linked records and review history.

Entitlement assessment

Coordinate entitlement assessment with assigned responsibilities, linked records and review history.

Valuation negotiation

Coordinate valuation negotiation with assigned responsibilities, linked records and review history.

Contract forecast updates

Coordinate contract forecast updates with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Register the instruction

Register instructed changes and contractual notice dates.

02

Assemble impact evidence

Assemble scope, cost and programme impact evidence.

03

Review commercial positions

Negotiate reviewed entitlement and valuation positions.

04

Approve the variation

Approve changes and update contract forecasts.

Governance and control

  • Financial transactions require approved coding and accountable ownership.
  • Approval thresholds must be configurable by amount and authority.
  • Material adjustments or write-offs require separate approval.
  • Posted transactions may be corrected only through auditable reversal or adjustment.
  • Reconciliation must identify unmatched balances and transactions.

Accountable roles

Site project manager
Contract administrator
Quantity surveyor
Commercial approver
Contract reviewer

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

Account / partyContract / policyTransactionCodingApprovalSettlementAdjustment / disputeReconciliation record

Systems and interfaces

  • Contract and document registers
  • Project cost records
  • Approved programme and forecast interfaces

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Contract terms and qualified commercial or legal review.

Mobile and tablet access

Capture site instruction evidence and view outstanding notices away from the office.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Extract draft change details from supplied correspondence for contract administrator confirmation.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

An example operating scenario

See the process, its exception and the evidence.

A construction instruction is registered with its notice deadline. The commercial reviewer returns an incomplete cost assessment, the evidence is corrected and the entitlement and valuation positions are reviewed. An authorised agreement updates the contract forecast while preserving the prior proposal.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

How is this system adapted to our organisation?

Roles, approval authority, business rules, records and reporting are configured around your operating model. Scope definition connects the required business outcome to workflows, interfaces and acceptance criteria.

How are approvals and responsibilities defined?

Operators, reviewers and authorised decision makers have defined responsibilities. Approval limits, exception handling and access permissions are agreed with your business owners and tested against the selected workflows.

Can it connect with our existing systems?

Interface requirements cover your existing business systems, data ownership, mapping and authentication. Connection design and testing form part of the agreed implementation scope.

What will we review in a solution walkthrough?

Start with a relevant business transaction, then review its approvals, an exception, role permissions and final records. Discuss the integrations, reporting and operating requirements that matter to your organisation.