Sage Construction Management and Sage 300 Construction and Real Estate Integration Overview
The Sage Construction Management and Sage 300 Construction and Real Estate solution is comprised of three application components all working together to automate the entire estimating, project management, job costing, and corporate accounting functions.
- Sage 300 Construction and Real Estate (US)
| Application/Component | User personas | Purpose |
|---|---|---|
| Sage Construction Management | Estimators |
Preconstruction services:
|
|
Project Managers Superintendents Engineers Coordinators Accounting Staff |
Contract Administration Procurement Time Tracking Job Costing Budget Tracking Documentation Correspondence Quality control Safety Scheduling |
|
| AccountingLink for Sage 300 Construction and Real Estate | Accounting Staff |
Import, Export Syncs Customers, Vendors, and Employees Post Transactions to Sage 300 Construction and Real Estate |
| Sage 300 Construction and Real Estate | Accounting Staff | Corporate Accounting |
| Sage Construction Management (SCM) | Post from SCM to S300CRE | Export from S300CRE to SCM | Additional functionality | Sage 300 Construction and Real Estate (S300CRE) |
|---|---|---|---|---|
| Contact management | ||||
| Customers | >>> | <<< | Sync | Customers |
| Companies | >>> | <<< | Sync | Vendors |
| Employees | <<< | Employees | ||
| Master cost codes and cost types | ||||
| Master cost codes | <<< | Standard cost codes | ||
| Resource / cost type (M, L, E, S, O) | Linked | Standard cost types/accumulation categories | ||
| Awarded project setup | ||||
| Projects | >>> | <<< | Linked | Projects |
| Project cost codes / cost types | >>> | <<< | Project cost codes/cost types | |
| Support for mix of cost code tiers (for example, tier 2 and tier 3) | Yes | Project cost codes | ||
| Support for custom cost codes | Yes | Project cost codes | ||
| Cost budgets / estimate | ||||
| Prime contract cost budget | >>> | <<< | Post / repost | Estimate (cost budgets) |
| CO cost budgets | >>> | Estimate change order / budget revision | ||
| Commitments | ||||
| Purchase order (PO) | >>> | Purchase order (PO) | ||
| Purchase order change order (PO CO) | >>> | Purchase order change order | ||
| Subcontract | >>> | Subcontract | ||
| Subcontract change orders (SCO) | >>> | SCO / Commitment CO | ||
| Actual costs | ||||
| Bills associated with PO | >>> | Commitment invoice | ||
| Bills not associated with PO | >>> | AP invoice (the commitment field is blank) | ||
| Sub invoices | >>> | AP invoice (the commitment field has a commitment id) | ||
| Query ERP JTD costs for PM reporting | ||||
| Summary by project / cost code / cost type | <<< | Auto sync | Job costs by project / cost code / cost type | |
| ERP JTD cost details | <<< | Auto sync | Job cost GL details | |
| Time tracking | ||||
| Labor timecards | >>> | CSV export | Project / payroll timesheets | |
| Client contract administration | ||||
| Prime Contract |
<<< |
Linked | Project contract | |
| Prime Contract Items (SOVs) |
<<< |
Contract items | ||
| COs (Revenue) |
>>> |
COs | ||
| Prime invoices | >>> | Total only | Contract invoices | |
| Payments | ||||
| AP payments | <<< | Auto sync | AP invoice payments | |
| Tax integration | ||||
| Group and non-group tax codes | Linked | Tax groups | ||
| Post purchase order, purchase order change order, subcontract, and subcontract change order with tax reference | >>> | Commitments: purchase order, purchase order change order, subcontract, and subcontract change order | ||
| Post bills and subcontract invoices with tax reference | >>> | Commitment invoice and non-commitment invoice | ||
| Post prime invoices with tax reference | >>> | Project contract AR invoice, AR invoice | ||