Change proposal requests (CPR) overview

The Change Proposal Request (CPR) feature is designed to track and document a change request from its inception through acceptance or rejection by the customer. Each CPR includes a description of the work scope, a list of impacted vendors, and the financial and schedule details.

Although CPRs can be created for all contract types, they're most commonly used for Fixed Lump Sum or Unit Price contracts. Changes to Cost Plus contracts are typically documented directly in the Change Order (CO) feature and do not require the CPR process.

To request and collect pricing from impacted vendors, you can send an email directly from Sage Construction Management. This email includes a secure link to the TeamLink portal, allowing vendors to review CPR details and shared files and enter their pricing and schedule impact online. This eliminates the need for project administrators to enter information received through fax or phone manually.

Learn more about client change management.

About CPRs

  • Budgets in the financial dashboards will not be updated until the CPR is converted to a CO and marked as Approved with a status date.

  • Vendors can submit pricing in the TeamLink portal only when the CPR status is Pending or Pending Submission. Otherwise, their cost line items will be read-only.

  • The CPR status options follow this sequence:

    1. Draft

    2. Pending Submission

    3. Pending

    4. Approved or Not Approved

  • After the customer reviews the CPR, update both the status and status date.

  • Financial dashboards in the Analytics module do not include CPRs, whether approved or pending. Budget revisions appear only after CPRs are copied to a CO and marked as Approved with a status date.

  • Subcontractor and supplier cost line items must first be documented in the CPR Impacted Company Details section. These items must then be imported into the CPR Proposed Items list to use the Change Proposal Request to Procurement wizard.

Before you begin

  1. Review the CPR/CO Initiated By options in Settings > Feature Settings > Contract Admin.
  2. Ensure that the owner or customer that will be reviewing the change proposal request is listed in the project directory.
  3. Ensure that the prime contract has been created and is marked as approved with a status date.
  4. Job cost codes must be established because the CPR Proposed Items list requires them for reference.
  5. Optionally, establish tax codes that can be referenced on the CPR Proposed Items.
  6. Optionally, add default CPR/CO markups.

Add a CPR

Edit a CPR

If a workflow rule that applies to a CPR has already been initiated or approved, you cannot modify the CPR unless the rule is abandoned.

Other

Posted December 12, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.