CPR Impacted Companies Business Process

When changes will impact subcontractors and suppliers, pricing needs to be requested and tracked. After the change proposal request (CPR) header information has been saved, you can import vendors into the Impacted Companies list.

Cost items should then be documented for each company in their profile and then later on imported into the CPRs Proposed Items list.

If vendor pricing is directly entered in the CPRs Proposed Items list the CPR to Procurement Wizard will not be available. As a result, the impacted vendor items would have to be entered manually in the PO, Subcontract or SCO.

Add Impacted Subcontractors and Suppliers

1. At the CPR listing, click on the CPR # to view the details.
2. Scroll down to the CPR Impacted Companies section.
3. Click the Import Impacted Company button shown on the right.
4. Select one of the View Options
5. Optional: Filter Company/Contact Listing as needed.
6. Select the Companies to be added by clicking the checkbox next to the firm.
7. Click the Add or Add and Close button.

Email Pricing Request

Gathering information and pricing from subs and suppliers that are impacted by the CPR can be a laborious task. This process can be automated by emailing these requests directly from the CPR form.

The email message will include a hyperlink to the TeamLink portal allowing the vendor to view the CPR details including the files that have been uploaded and shared (sketches, drawings, photos, and so forth).

In addition, the impacted vendor will be able to enter their cost items directly into the portal. This will eliminate the need of having to enter this information again if pricing was communicated via fax or phone call.

• After adding companies to the CPR Impacted Companies section, Click the Actions button at the top right and select Send Pricing Request in the drop-down.
• In the popup window, select the pricing request email template.
• Select one or more impacted companies.
• Review/edit the email template message.
• Check the Grant Access checkbox next to the files that have been uploaded to the CPR which need to be shared with vendors. These files will then be accessible via the TeamLink Portal.
• Click the Send Email button.

Review Impacted Company Pricing

Vendors who documented pricing the TeamLink Portal will automatically appear in the CPR Vendor Details form.

1. With the CPR details form open, navigate to the CPR Impacted Companies section.
2. Navigate to the Company to be reviewed.
3. Click the Company Name link.
4. Navigate to the Financial Impact and Status section.
5. Optional: Review the Financial Amount which is equal to the sum of the impacted items shown in Company Details Grid.
6. Optional: Review the Included In Proposal value which is equal to the sum of impacted items that were imported into the CPRs Proposed Items list.
7. Optional: Check or Uncheck Schedule Impact Determined Later. If it is Unchecked, enter the number of work days to be added to the vendors schedule. This will be used for reference purpose only and will not impact a Sage Construction Management schedule unless tasks are added/modified manually.
8. Navigate to the CPR Impact Company Details section.
9. Review line items or Add Items using the button shown on the right.