, home
Customer access Request an enterprise demo
Request an enterprise demo Customer access

Construction & infrastructure / APPLICATION BLUEPRINT

Construction Variation & Valuation

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

Start generatingExplore illustrative interface

12 workspace menus · 12 business workflows · 5 role profiles

Application blueprint only. This is a proposed design, not a deployed or production-tested system. Screens and sample figures are illustrative; workflows, business rules, approvals, permissions and integrations require confirmation before build.

Designed for Contractors and construction commercial contract administration teams

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

Explore an illustrative interface.

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

Construction Variation & Valuation workspace interface preview; illustrative records and figures.
Construction Variation & Valuation — operational workspaceIllustrative interface · Sample dataView full interface →
Construction Variation & Valuation record interface preview; illustrative records and figures.
Construction Variation & Valuation — record and workflow reviewIllustrative interface · Sample 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.

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.

Business workflows

Select a workflow to review the steps, responsibilities, approval and exception handling.

01 · Coordinate change instruction register

Coordinate change instruction register within Construction variation entitlement and valuation.

Trigger
Change instruction register requires a new record, an agreed review or a controlled change.

Responsible role
Site project manager

  • Register change instruction register and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

02 · Coordinate contractual notice tracking

Coordinate contractual notice tracking within Construction variation entitlement and valuation.

Trigger
Contractual notice tracking requires a new record, an agreed review or a controlled change.

Responsible role
Site project manager

  • Register contractual notice tracking and its operating scope
  • Coordinate the required specialist and business review
  • Accept the release version and permitted recipients
  • Record distribution, acknowledgement and later revisions

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Content conflicts, missing review or a changed recipient permission prevents release.

Outcome
An accepted content version with distribution and revision history.

03 · Coordinate scope and cost evidence

Coordinate scope and cost evidence within Construction variation entitlement and valuation.

Trigger
Scope and cost evidence requires a new record, an agreed review or a controlled change.

Responsible role
Quantity surveyor

  • Register scope and cost evidence and its operating scope
  • Compare amounts, attribution and accepted conditions
  • Route differences to the accountable finance reviewer
  • Record authorised adjustments and the accepted position

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Amounts, ownership or allocation evidence do not agree.

Outcome
A reconciled position, approved adjustments and separately owned outstanding items.

04 · Coordinate programme impact review

Coordinate programme impact review within Construction variation entitlement and valuation.

Trigger
Programme impact review requires a new record, an agreed review or a controlled change.

Responsible role
Quantity surveyor

  • Register programme impact review and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

05 · Coordinate entitlement assessment

Coordinate entitlement assessment within Construction variation entitlement and valuation.

Trigger
Entitlement assessment requires a new record, an agreed review or a controlled change.

Responsible role
Site project manager

  • Register entitlement assessment and its operating scope
  • Check permitted purpose, prerequisites and authority
  • Record the delegated approval or refusal
  • Track term, withdrawal and later changes

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Authority is missing, permission changes or the requested purpose exceeds the accepted scope.

Outcome
A scoped permission or recorded refusal, its conditions and review history.

06 · Coordinate valuation negotiation

Coordinate valuation negotiation within Construction variation entitlement and valuation.

Trigger
Valuation negotiation requires a new record, an agreed review or a controlled change.

Responsible role
Site project manager

  • Register valuation negotiation and its operating scope
  • Gather the relevant evidence and review options
  • Route the case to the delegated decision owner
  • Record the outcome, conditions and follow-up obligations

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
The case exceeds delegation, contains a conflict or has disputed evidence.

Outcome
An authorised decision or escalation with accountable resolution actions.

07 · Coordinate contract forecast updates

Coordinate contract forecast updates within Construction variation entitlement and valuation.

Trigger
Contract forecast updates requires a new record, an agreed review or a controlled change.

Responsible role
Site project manager

  • Register contract forecast updates and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

08 · Register the operating requirement

Coordinate operating requirement within Construction variation entitlement and valuation.

Trigger
Operating requirement requires a new record, an agreed review or a controlled change.

Responsible role
Site project manager

  • Register operating requirement and its operating scope
  • Compare options, dependencies and operating constraints
  • Review the selected option with its accountable owners
  • Accept the plan and track its delivery conditions

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
An assumption changes, prerequisites are missing or stakeholders cannot accept the proposed commitment.

Outcome
An approved operating plan and owned actions for its accepted conditions.

09 · Resolve operating exceptions

Coordinate operating exceptions within Construction variation entitlement and valuation.

Trigger
Operating exceptions requires a new record, an agreed review or a controlled change.

Responsible role
Site project manager

  • Register operating exceptions and its operating scope
  • Gather the relevant evidence and review options
  • Route the case to the delegated decision owner
  • Record the outcome, conditions and follow-up obligations

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
The case exceeds delegation, contains a conflict or has disputed evidence.

Outcome
An authorised decision or escalation with accountable resolution actions.

10 · Verify completion and follow-up

Coordinate completion and follow-up within Construction variation entitlement and valuation.

Trigger
Completion and follow-up requires a new record, an agreed review or a controlled change.

Responsible role
Quantity surveyor

  • Register completion and follow-up and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

11 · Review controlled operating changes

Coordinate controlled operating changes within Construction variation entitlement and valuation.

Trigger
Controlled operating changes requires a new record, an agreed review or a controlled change.

Responsible role
Quantity surveyor

  • Register controlled operating changes and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

12 · Prepare scoped operational reports

Coordinate scoped operational reports within Construction variation entitlement and valuation.

Trigger
Scoped operational reports requires a new record, an agreed review or a controlled change.

Responsible role
Site project manager

  • Register scoped operational reports and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Commercial approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

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.
Operating rules by business workflow
  • For change instruction register, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For contractual notice tracking, the released version and authorised audience remain traceable to the accepted review.
  • For scope and cost evidence, adjustments require source evidence, a recorded reason and authorised financial review.
  • For programme impact review, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For entitlement assessment, the request stays within the recorded permission and delegated authority.
  • For valuation negotiation, a decision retains its authority, reason, supporting evidence and resulting obligations.
  • For contract forecast updates, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For operating requirement, the accepted plan records assumptions, rejected alternatives, dependencies and conditions.
  • For operating exceptions, a decision retains its authority, reason, supporting evidence and resulting obligations.
  • For completion and follow-up, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For controlled operating changes, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For scoped operational reports, the record retains an accountable owner, its supporting evidence and accepted outcome.

Data, interfaces and operating requirements.

Core records

Account / partyContract / policyTransactionCodingApprovalSettlementAdjustment / disputeReconciliation record
Record fields and linked information
  • Record identifier — Stable reference for the operating transaction.
  • Project / work package — Business scope used for responsibility and reporting.
  • Operating subject — The request, commitment or work item being handled.
  • Accountable owner — Named responsibility for the next action.
  • Workflow stage — Current position in the agreed business journey.
  • Review requirement — Required review and outstanding decision.
  • Due or review date — Agreed action window or review trigger.
  • Linked evidence — Source records supporting the operating decision.
  • Decision authority — The delegated authority relevant to the accepted outcome.
  • Accepted outcome — Recorded decision and its business consequences.
  • Follow-up obligation — Remaining responsibilities after an accepted action.
  • Revision history — Trace of accepted changes and their evidence.
  • Change instruction register reference — Link the relevant change instruction register to the operating transaction and its decision evidence.
  • Contractual notice tracking reference — Link the relevant contractual notice tracking to the operating transaction and its decision evidence.
  • Scope and cost evidence reference — Link the relevant scope and cost evidence to the operating transaction and its decision evidence.
  • Programme impact review reference — Link the relevant programme impact review to the operating transaction and its decision evidence.
  • Entitlement assessment reference — Link the relevant entitlement assessment to the operating transaction and its decision evidence.

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

What to validate in a scoped demonstration.

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.