Manage CPR Line Items

Line items can be manually added or imported into a change proposal request (CPR). If needed, you can edit them after theyve been added.

Add CPR Line Items Manually

1. At the CPR listing, click on the CPR # to view the details.
2. Scroll down to the CPR Proposed Items section.
3. Click the Add / Import Items drop-down.
4. Click Add Manually. This will refresh the screen.
5. Enter the Item # (sort order), Item Description, Quantity, Unit of Measure, Unit Price.
6. Select the Job Cost Code.
7. Optional: Select the Tax Code.
8. Optional: Enter the internal cost budget unit prices for material, labor, equipment, sub, and other. Cost budget subtotals for each resource will be auto calculated using the item quantity.
9. Optional: Enter the Manufacturer, Mauf. Part #, or UPC #.
10. Click Save or Save and New.

Import CPR Impacted Company Items

1. At the CPR listing, click on the CPR # to view the details.
2. Scroll down to the CPR Proposed Items section.
3. Click the Add / Import Items drop-down.
4. Click the Import Impacted Company Items option from the drop-down. This will refresh the page.
5. Select the Impacted Company from the drop-down.
6. Select one or more items.
7. Optional: Select a Job Cost Code for each item to be imported.
8. Select a default Job Cost Code shown below the grid. This will be used when specific Item Job Cost Codes are not selected. See previous step.
9. Click Add or Add and Close.

Import Estimate Line Items or Job Cost Codes

• Cost Database - Labor Items
• Cost Database - Equipment Items
• Cost Database - Work Items
• Estimate Items
• Estimate Items Grouped and Summed By Code, Description and Unit of Measure
• Job Cost Codes as Line Items

Import Items from Microsoft Excel

• Import Items from Microsoft Excel

Import Default CPR and CO Markups

1. At the CPR listing, click the CPR # to view the details.
2. Scroll down to the CPR Proposed Items section.
3. Click the Add | Import Items drop-down.
4. Click the Import / Apply Change Markups option from the drop-down. This will refresh the page.
5. Select one or more markups.
6. Click Import Markups.

Edit An Individual Line Item

1. At the CPR listing, click on the CPR # to view the details.
2. Scroll down to the CPR Proposed Items section.
3. Click the Item # or Description link to view the details.
4. Edit CPR Line Item information as needed.
5. Click Save or Save and New.

Edit Items in Grid

1. At the CPR listing, click on the CPR # to view the details.
2. Scroll down to the CPR Proposed Items section.
3. Click the Edit button shown to the right of the CPR Proposed Items section title. The read-only items grid will then change so that modifications can be made.
4. Edit CPR Line Items as needed.
5. Click Save.