Business process for CPR impacted companies

When changes will impact subcontractors and suppliers, pricing needs to be requested and tracked. After the change proposal request (CPR) header information has been saved, you can import vendors into the Impacted Companies list.

Cost items must then be documented for each company in their profile and then imported into the CPR's Proposed Items list. Only items imported into the CPR Proposed Items section using the Actions > Import Impacted Company Items option will be available in the CPR to Procurement wizard. Manually added, copied, or duplicated items will not appear and they will have to be entered manually in the PO, Subcontract, or SCO.

Add impacted subcontractors and suppliers

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

2. Select CPRs in the Client Contract Admin section.
3. Select the appropriate CPR # to view the details.
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 that the CPR impacts can be a laborious task. This process can be automated by emailing these requests directly from the CPR form.

The email message will include a hyperlink to the ortal allowing the vendor to view the CPR details, including the files that have been uploaded and shared, such as sketches, drawings, photos, and so on.

The email will include a hyperlink to the TeamLink portal. Vendors can use it to view CPR details, including shared files like sketches, drawings, photos, and so on.

In addition, the impacted vendor will be able to enter their cost items directly into the portal. This will eliminate the need of having to enter this information again 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.
3. In the Recipient List section, select one or more impacted companies.
4. 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 to be reviewed 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 is equal to the sum of the impacted items listed in the CPR Impacted Company Details section. The Included In Proposal amount is equal to the sum of the impacted items that were imported into the CPR Proposed Items list.

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

   This will be used for reference purpose only and will not impact a 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.