Business process for CPR impacted companies

When changes affect subcontractors or suppliers, pricing must be requested and tracked. After saving the change proposal request (CPR) header information, you can import vendors into the impacted companies list.

Cost items must then be documented for each company in their profile and imported into the CPR’s proposed items list. Only items imported using the Add / Import Items > Import Impacted Company Items will appear in the Change Proposal Request to Procurement wizard. Manually added, copied, or duplicated items will not be included and must be entered manually in the purchase order, subcontract, or subcontract change order.

Add impacted subcontractors and suppliers

1. Go to Projects and select the appropriate project in the Quick Select section.

2. On the Project Home page, select CPRs in the Client Contract Admin section.

3. On the CPRs page, select a CPR number from the list.
4. In the CPR Impacted Companies section, select Import Impacted Company.
5. Select one of the View options.
6. Optionally, use the Filter Grid field to narrow down the list as needed.
7. Select the companies to be added.
8. Select Add or Add & Close.

Email the pricing request

Gathering information and pricing from subcontractors and suppliers impacted by a CPR can be time-consuming. This process can be streamlined by emailing requests directly from the CPR form.

The email includes a hyperlink to the TeamLink portal, where vendors can view CPR details and any shared files, such as sketches, drawings, and photos. Vendors can also enter their cost items directly into the portal, eliminating the need to re-enter information if pricing is communicated through fax or phone.

1. After adding companies to the CPR Impacted Companies section, select Actions > Send Pricing Request.
2. In the dialog, select the pricing request email Template and select Ok.
3. In the Recipients List section, select one or more impacted companies.
4. In the Linked File Attachments section, select the Grant Access option next to the files that have been uploaded to the CPR and need to be shared with the vendors.

   These files will then be accessible through the TeamLink portal.

5. Review the email Subject and Body, and update them as needed.
6. Select Send Email.

Review the impacted company's pricing

Vendors who submitted pricing through the TeamLink portal will automatically appear in the CPR Impacted Company Details page.

1. On the Change Proposal Request (CPR) Information page, select the company that you want to review in the CPR Impacted Companies section.
2. In the Financial Impact and Status section, review the Financial Amount and the Included in Proposal amount.

   The financial amount equals the total of the impacted items listed in the CPR Impact Company Details section. The included in proposal amount equals the total of the impacted items imported into the CPR Proposed Items list.

3. Optionally, clear the Schedule Impact T.B.D. option and enter the number of work days to be added to the vendors schedule.

   This is for reference only and will not affect the Sage Construction Management schedule unless tasks are added or modified manually.

4. In the CPR Impact Company Details section, review the line items or select Add Items to include more items.