Add manually a change proposal request (CPR)

  1. Go to Projects.
  2. Select the Project in the Quick Select section. This will then refresh the page and show the Current Project Home page.
  3. On the Project menu, under Client contract admin, select CPRs.
  4. From the Actions list, select Add manually.
  5. Add the CPR header information.
    1. Make sure the correct project and prime contract number are selected.
    2. General CPR Information Section:
      Required Fields:
      • Issue Date
      • CPR Order #
      • CPR #
      • Subject
      • Status (If Workflows are turned on and a rule potentially applies, the Status field is disabled; otherwise, it is enabled.
      Optional Fields:
      • Status Date
    3. Client Company Information Section:
      Required Fields:
      • Company (Field is disabled and will show client referenced on Prime Contract.)
      • Address Type
      Optional Fields:
      • Contact
    4. Prime Contractor Company Information Section:
      Required Fields:
      • Company (Field is disabled and will show contractor referenced on Prime Contract.)
      • Address Type
      Optional Fields:
      • Contact
    5. Enter the Proposed Work Scope.
    6. Optional: Enter or select References for Drawing #, Location, RFI #, or Specification Section.
    7. Optional: Select date when impacted vendor pricing is due.
    8. Optional: Select date when CPR completion is due.
    9. Select Next.
  6. If there are vendors that might be affected by the CPR, select them.
  7. If you added vendors, select Add and next , or select Skip.
  8. Add any related files.
    • To add new files, drag them the Drop files here area or select Add.
    • Use the Link existing to link to existing drawings, specs, photos, or other files.
  9. Select Finish.

Items to review

Review the following items after completing the wizard to add the CPR.

  • Enter the changed scope of work.
  • (Optional) Send pricing request to affected vendors.
  • (Optional) Add proposed items if there are no impacted vendors

  • Initiate a workflow if workflows are enabled and a rule applies.

    Do this after documenting proposed items.

  • Review the status and status date.