Sage Construction Management and Sage Intacct Integration Overview
The Sage Construction Management and Sage Intacct solution is comprised of three application components all working together to automate the entire estimating, project management, job costing, and corporate accounting functions.
Sage Construction Management / Sage Intacct Integration Components
|
Application Component |
Used By | Purpose |
| Sage Construction Management | Estimators |
Preconstruction Services: Distributing Drawings and Specs via Invitation To Bid (ITB) Preparing Estimates Requesting and Collecting Vendor Bids via RFP Packages |
|
Project Managers Superintendents Engineers Coordinators Accounting Staff |
Contract Administration Procurement Time Tracking Job Costing Budget Tracking Documentation Correspondence QC and Safety Scheduling |
|
| AccountingLink for Sage Intacct | Accounting Staff |
Import, Export Syncs Customers, Vendors and Employees Post Transactions to Sage Intacct |
| Sage Intacct | Accounting Staff | Corporate Accounting |
Data Integration Overview
Integration Nomenclature
← Sage Intacct data exported to Sage Construction Management
→ Sage Construction Management data exported to Sage Intacct
↔ Bidirectional Integration
| Sage Construction Management Feature | Integration | Sage Intacct Feature |
| Master Cost Codes | ||
| Master Cost Codes | ← | Master Cost Codes |
| Contact Management | ||
| Companies (Customers) | ↔ & Sync | Customers* |
| Companies (Vendors) | ↔ & Sync | Vendors* |
| Employees | ↔ & Sync | Employees |
| Awarded Project Setup | ||
| Projects | → | Projects |
| Project Cost Codes / Cost Types | → | Project Cost Codes / Cost Types |
| Cost Budgets / Estimate | ||
| Prime Contract Cost Budget | → (Post / Repost) | Estimate (aka Cost Budgets) |
| CO Cost Budgets * | → (Post) | Estimate Change / Budget Revision |
|
* Reposting API is not available for COR/CO. |
||
| Commitments* | ||
| Purchase Order (PO) | → | Purchase Order (PO) |
| Subcontract | → | Subcontract |
| Subcontract Change Orders (SCO) | → | SCO / Commitment CO |
| * Sage Construction Management offers only a post option for commitments because abandoning workflow would change the transaction status to pending and create discrepancies. | ||
| Actual Costs ** | ||
| Bills associated with PO | → | Commitment Invoice |
| Bills not associated with PO | → | Non- Commitment Invoice |
| Sub Invoices | → | Commitment Invoice |
| Employee Misc Expenses | → | Employee Expense Reports |
| ** Reposting is not applicable to actual costs because these transactions affect GL COGS and expenses. | ||
| Query ERP JTD Costs for PM Reporting | ||
| Summary by Project / Cost Code / Cost Type | ← | Job Costs by Project / Cost Code / Cost Type |
| Time Tracking | ||
| Labor Timecards | ↔ | Project/Payroll Timesheets |
| Equipment Timecards | → | Order Entry / Special TD |
| Client Contract Administration | ||
| Prime Contract | → (Post/Repost) | Project Contract |
| Prime Contract Items (SOVs) | → (Post/Repost) | Contract Items |
| COs (Revenue) * | → | COs |
| Prime Invoices ** | → (Post) | Contract Invoices |
|
* Reposting API is not available for COR/CO. ** Reposting is not applicable to prime invoices because these transactions impact GL income. |
||
| Payments and Lien Waivers | ||
| AP Payments | ← | AP Invoice Payments |
| AR Payments | ← | AR Invoice Payments |