Convert estimates to change proposal requests or change orders

The Estimate to Change wizard helps you quickly convert an estimate to a change proposal request (CPR) or change order (CO) without manual re-entry.

Before creating the change order, the wizard checks whether the required job cost codes exist for the project based on the estimate’s cost code structure. If any are missing, they are automatically created.

Before you begin

1. Calculate the estimate in the Estimates Summary page.
2. Make sure a prime contract exists and is marked as approved with a status date.

Use the Estimate to Change wizard

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select CPRs or COs in the Client Contract Admin section.
3. Select Actions > Add From Estimate.
4. Optionally, update the Project number as needed.
5. Select Estimate.
6. Select the Transaction Type To Create: CPR or CO.
7. Select whether to Create New Transaction or not.

   If not, the estimate will be copied to an existing CPR or CO.

8. Select Next.
9. In step 2, do the following:
   • If a new CPR or CO will be created from the estimate, do the following:

     1. Select the Prime Contract.

     2. Optionally, update the CPR # or CO #.

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

     3. Optionally, update the Order Number.

     4. Optionally, update the Issue Date.

        The default value is today's date.

     5. Enter the Subject.

        It's recommended to include in the subject the estimate number and title.

     6. 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.

     7. 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.

     8. Optionally, clear the Link Related Files checkbox if you do not want to link to the CPR or CO the related estimate files.

   • If an existing CPR or CO will be updated to include the estimate, do the following:
     1. Select the Prime Contract.
     2. Select the CPR or CO from the dropdown.
     3. Optionally, clear the Link Related Files checkbox if you do not want to link to the CPR or CO the related estimate files.
10. Select Next.
11. Optionally, clear the Create Project Job Cost Codes from Estimate Cost Codes with Non Zero Subtotals Only checkbox if needed.
12. Select one of the following Item Creation Options:
    • 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)
    The second and third options are available only when Locations are enabled in the estimate.
13. Select Finish.

Next steps:

• Update the work scope.

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

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

• Set the status and status date.