Add manually a change proposal request (CPR)

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select CPRs under the Client Contract Admin section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number if needed.
5. Optionally, update the Prime Contract # number if needed.
6. Optionally, update the Issue Date.

   The default value is today's date.

7. Optionally, update the CPR Order Number and CPR #.

   Sage Construction Management automatically generates the CPR order and CPR numbers, but they can be modified.

8. Optionally, select the appropriate Initiated By option.

   Admins can add options in Settings > Feature Settings > Contract Admin.

9. Enter a brief Subject.
10. Select the CPR Status.

    If Workflow is enabled and a rule potentially applies, the CPR Status field will be disabled; otherwise, it's editable.

11. Optionally, specify the CPR Status Date.

    The default value is today's date.

12. In the Client Company Information section, update the Address Type and, optionally, the Contact.

    The Company field is set to the firm referenced on the prime contract.

13. In the Prime Contractor Company Information section, update the Address Type and, optionally, the Contact.

    The Company field is set to the contractor referenced on the prime contract.

14. Optionally, enter the proposed Scope Of Work.
15. Optionally, enter or select the following References:
    • Drawing
    • Location
    • RFI #
    • Spec. Section
    • Other
16. Optionally, in the Follow Up and Completion Dates section, enter the following dates as needed:
    1. Impacted Company Pricing Due Date
    2. Proposal Completion Due Date
17. Optionally, if there is a schedule impact, deselect the To Be Determined Later option and enter the number of days in the corresponding field.
18. Select Next.

Step 2: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the CPR.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Finish.

Next steps: Review the following items after adding the CPR:

• Edit the CPR information, including the updated scope of work.
• Optionally, send the pricing request to the affected vendors.
• Optionally, add proposed items if there are no impacted vendors.

• After adding the proposed CPR items, initiate the workflow if it's enabled and applicable rules are in place.

• Review the status and status date.