Manage CPR proposed items

Proposed items can be manually added or imported into a change proposal request (CPR). You can edit them after they've been added, if needed.

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 CPR items manually

Go to Projects and select the appropriate project in the Quick Select section.
Select CPRs in the Client Contract Admin section.
Select the appropriate CPR # to view the details.
In the CPR Proposed Items section, select Add / Import Items > Add Manually.
Enter the Item #, Item Description, Quantity, and Unit Price.
The item number is used for sorting.
Optionally, enter an Item Code and the Units of measure.
Select the Job Cost Code.
Optionally, select the Tax Code.
Optionally, in the CPR Proposed Item Cost Budget Details section, enter the internal cost budget unit prices for material, labor, equipment, sub, and other.
The cost budget subtotals for each resource will be auto calculated using the item quantity.
Optionally, in the Manufacturer Information section, enter the Manufacturer, Manufacturer Part #, or UPC.
Select Save, Save & New, or Save & Close.

Import CPR impacted company items

Go to Projects and select the appropriate project in the Quick Select section.
Select CPRs in the Client Contract Admin section.
Select the appropriate CPR # to view the details.
In the CPR Proposed Items section, select Add / Import Items > Import Impacted Company Items.
Select the Impacted Company.
Select one or more Impacted Company Items.
Optionally, select a Cost Code for each of the items that will be imported.
Optionally, specify a Default Cost Code that will be used when a cost code is not selected for an item.
Select Add or Add & Close.

Import items from the cost database, estimate items, or job cost codes

Go to Projects and select the appropriate project in the Quick Select section.
Select CPRs in the Client Contract Admin section.
Select the appropriate CPR # to view the details.
In the CPR Proposed Items section, select Add / Import Items.
Select one of the following options:

Import items using a Microsoft Excel file

Prepare the Microsoft Excel file with the items to be imported.
Go to Projects and select the appropriate project in the Quick Select section.
Select CPRs in the Client Contract Admin section.
Select the appropriate CPR # to view the details.
In the CPR Proposed Items section, select Add / Import Items > Import from Excel.
Select Choose File to find and upload the Microsoft Excel file with the items to be imported.

Import default CPR and CO markups

Default CPR and CO markups must be imported last to ensure correct value calculations. These markups are defined in the prime contract.

Go to Projects and select the appropriate project in the Quick Select section.
Select CPRs in the Client Contract Admin section.
Select the appropriate CPR # to view the details.
In the CPR Proposed Items section, select Add / Import Items > Import / Apply Change Markups.
Select one or more markups from the list.
Select Import Markups.

Edit the proposed items

Prepare the Microsoft Excel file with the items to be imported.
Go to Projects and select the appropriate project in the Quick Select section.
Select CPRs in the Client Contract Admin section.
Select the appropriate CPR # to view the details.
In the CPR Proposed Items section, do the following:
- To edit and individual item, select the item description to view the item details, update the information as needed, and select Save.
- To edit all the items on the list, select Edit, update the items as needed, and select Save.