Link a prime contract manually
You can manually link a prime contract in Sage Construction Management to a Sage 100 Contractor project. This is helpful if they’ve been accidentally unlinked.
- Go to Accounting Link and select the Projects, Estimates & Contracts tab.
- Select View Prime Contract - Not Posted in the Prime Contract Status section.
- Specify the From Date and To Date as needed to filter the results by date.
- Select Link Job next to the appropriate prime contract.
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Select the appropriate Sage 100 Contractor Job in the dropdown.
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Select Link Contract.
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Go to Projects and select the appropriate project in the Quick Select section.
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On the Project Home page, select Prime Contracts in the Client Contract Admin section.
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Select the prime contract number from the list.
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In the Prime Contract Information page, select Actions > Manually Link Project.
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Select the appropriate Sage 100 Contractor Project in the dropdown.
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Select Link Project.