Convert a change proposal request to a change order

The CPR to CO wizard helps you quickly convert one or more approved change proposal requests (CPR) to a single change order (CO) without manual re-entry.

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select COs in the Client Contract Admin section.
3. Select Actions > Add From CPR.
4. Optionally, update the Project number as needed.
5. Select the Prime Contract number.
6. In the CPRs that haven't been converted to CO section, select one or more CPRs to be included in the CO.

   The list displays CPRs associated with the selected prime contract that have been approved.

7. Select Next.
8. Optionally, update the CO # or Order Number.

   Sage Construction Management automatically assigns the next number in sequence, based on the existing records and the default format.

9. Optionally, update the Issue Date as needed.

   The default value is today's date.

10. Enter the Subject.

    It's recommended to include the CPR numbers in the subject line. For example, CPR 001, 002, 005.

11. Optionally, update the Issued By and To Contacts as needed.

    The default contacts are based on those defined in the prime contract. The prime contract determines the issued by and to companies and cannot be changed.

12. Optionally, update the Status and Status Date.

    If it is not approved yet, set the Status to Pending and leave the Status Date blank.

    If the workflow is enabled and a rule applies to the transaction, the status is automatically set to Pending and cannot be changed before the transaction is approved or rejected.
13. Optionally, clear the Link Related Files checkbox if you do not want to link to the CO the related CPR files.
14. Select one of the following Item Formats:
    • As in CPR: The proposed items will be copied to the CO as is.
    • Summarize By JCC: The proposed items will be summarized by job cost code and then copied to the CO.
15. Select Finish.

Next steps:

• Update the work scope.

• Revise the CO contract amount and adjust the cost/hour budgets.

• If the workflow is enabled and a rule applies to the CO, start the workflow.

• Set the status and status date.