Estimate to change wizard

  • Estimate to Change Wizard can create either a CPR or CO.
  • Prior to creating the change record, the wizard will check if the appropriate Job Cost Codes exist for the project based on the Estimates Cost Code structure. If they do not exist, additional Job Cost Codes will be created.

Before running the wizard

Complete these steps before you start the wizard:

  1. Calculate the Estimate in the Estimates Summary View.
  2. Make sure a Prime Contract exists and is marked Approved with a Status Date.

Run the wizard

  1. Click the Projects icon on the left menu.
  2. Select the Project in the Quick Select section.
  3. On the project menu, select CPRs or COs.
  4. Click the Actions button on the far right.
  5. Click Add From Estimate option from the drop-down menu.
  6. Select the Project and Estimate from the drop-down menu.
  7. Select Transaction Type To Create: CPR or CO
  8. Select Create New Transaction: Yes or No. The latter option is used for copying an estimate to an existing CPR or CO.
  9. Click the Next button shown below the grid.
  10. Select the Prime Contract #.
  11. If the Estimate is being used to create a new CPR or CO:
    1. The CPR or CO # field should be already set to the next available number but can be modified.
    2. Order # will also be shown if a CO is being created.
    3. The default Issue Date will be set to today but can be modified.
    4. Enter the Subject. This could be set to the estimate number and title.
    5. The Issued By and To Companies are determined by the specified Prime Contract and can not be changed.
    6. Optional: Select the Issued By and To Contacts. Defaults are set to the contacts specified in the Prime Contract.
    7. Optional: Select the Status and Status Date. If it is not approved yet, set the Status to Pending. Workflow Note: If Workflow is turned on and a CPR or CO rule applies then Status will be set to pending and can not be changed until after approval or rejection.
  12. If the Estimate is being added to an existing CPR or CO, the CRP or CO.
  13. Optional: Link the related Estimate files to the CPR or CO.
  14. Click the Next button.
  15. Optional: Check Create Project Job Cost Codes from Estimate Cost Codes with Non Zero Subtotals Only
  16. Select the CPR Or CO Item Creation Option.
    • Summary by Cost Code (Recommended)
    • Summary by Cost Code | Location
    • Location | Estimate Line Item (would reference corresponding cost code)
    • Estimate Line item (would reference corresponding cost code)
    Note: The 2nd and 3rd option only appear if Locations have been enabled in the estimate.
  17. Click the Finish button.

Review after you complete the wizard

Review the following items:

  • Change Work Scope
  • CPR/CO Contract Amount Revision and Cost/Hour Budgets
  • Initiate Workflow if Workflow is enabled and a Rule applies
  • Status and Status Date