General Preferences tab

1. Project preferences

   Specify how projects are created in Sage Intacct.

   • Entity mapping logic: Sage Sage Intacct can track financials for multiple entities, which can be companies with different federal tax IDs. Contractors select the option to specify an entity when a project is created based on the project classification. Construction firms with only one federal tax id can export all projects to the top level. The following options are available:

     • Create Project at Top Level
     • Specify Entity at time of Project Creation

     • Specify Entity based on Project Classification

       This setting requires selecting the Sage Construction Management project classification and specifying a Sage Intacct entity for each option.

   • Default entity or when no entity match: Select a default entity.

     This field is available if a top-level project is selected in the Entity mapping logic field.

   • Sage CM project classification type: Select a classification type.

     This field is available if Specify entity based on classification is selected in the Entity mapping logic field.

   • Create prime contract as subproject: When you send a new project to Sage Intacct, the Sage Construction Management project name as the Sage Intacct project ID. Select an option in this field to specify what happens when you send additional prime contracts for the project.

     • Select No to create only one project using the Sage Construction Management project name.

     • Select Yes to create projects in Intacct for additional prime contracts by appending a number to the original project name. For example, if the Original project ID in Intacct is 2000, the subsequent project IDs that are created when you send additional prime contracts can be 2000-017, 2000-018, etc.

   • Sub-Project Name Format: Select a subproject name format, allowing just the project title, or the project title and the prime contract subject.

   • Project Status: Select one of the following project statuses:

     • Backlog
     • Active
     • Awaiting PO
     • On Hold
     • In Progress
     • Completed
2. General

   The field truncation options affect prime contract numbers, subject and project numbers and subjects:

   • Throw error message: Prevent posting fields that are over 25 characters and display an error message.

   • Truncate: Select this option to truncate fields that are over the 25-character limit in Intacct instead of preventing their posting to Intacct.

3. Cost resource type mapping

   Sage Construction Management has five built-in resources:

   • Materials (M)

   • Labor (L)

   • Equipment (E)

   • Subcontract (S)

   • Other (O)

   These resources must be mapped to the corresponding options in Sage Intacct. The resources are used when posting purchase orders, bills, subcontracts, subcontract change orders, and subinvoices.

4. Class mapping

   Class is one of the eight built-in dimensions in Sage Intacct. These dimensions are primarily used to group or filter data on reports.

   You have the following options for mapping to a class:

   • Do not use class
   • Use single Sage Intacct class (default class)

   • Use Sage Construction Management project classification to populate class

     If you select this option, you must select a Sage Construction Management project classification and Sage Intacct class for each option.

5. Department mapping

   Use the fields in this section to assign a default department to all jobs or set up a project-specific department.

   The following options are available:

   • Do not use Department

   • Use single Sage Intacct Department (Default Department)

   • Use Sage CM Project Classification to populate Department

   You must select an option in the Department mapping logic field. If you don't want to use this feature, select Do not use class. If you don't select an option, you'll see an error message when you post a job to Sage Intacct.

6. Cost code and content item formats

   Specify which cost codes are sent to Sage Intacct as follows:

   • For Contract Items the following options are available:

     • Summarize Contract Items by Job Cost Code

     • Summarize Contract Items by Owner Code

     • Summarize Contract Items by Job Cost Code Division Code

     • Summarize Contract Items by Job Cost Code Major Code

   • Specify the default item to be used if the division, major, or owner code is missing:

     • Job Cost Code Division

     • Job Cost Code Major

     • Owner Code: The owner code that will be added in Sage Intacct if the owner code isn't tagged for every job cost code in Sage Construction Management, Client Contract Admin > Job Cost Codes. You can add a free form text in this field and update it as needed.

   The Cost Code option is set to Same as Sage CM by default and is not configurable.

7. Employee Import Mapping

   Select an option from the Employee Name Mapping dropdown to specify which Sage Intacct field to map for the employee's name when importing employees from Sage Intacct. You have the following options:

   • Primary Contact name
   • Print As
8. Project estimate — Integrate with GL

   1. Select Post to GL budgets to specify whether the estimate information posts to a budget in Sage Intacct using the additional fields.

      1. Specify the Posting Period.

         Select one of the following options to specify the Posting Period:

         • Period of project begin date

         • Period of estimate date

         • Period of each estimate entry effective date

         • Distribute evenly to periods between project begin and end date

         If you don't specify the posting period, the Project estimate > Estimate date is selected by default. If not set, the Project information > Begin date and Project information > End date are selected.

   2. Select the GL budget ID from the dropdown.

      The list contains the budgets available in Sage Intacct. This field is required.

9. Project estimate mapping

   The Project estimate type dropdown list shows the active project estimate types in Sage Intacct. Select the type to use as the default when sending project estimates to Intacct.

10. Project contract - Integrate with GL

    Use this section to select a posting period and budgets as follows:

    1. Select Post to GL budgets to specify whether the contract information posts to a budget in Sage Intacct using the additional fields.

       If you enable this option, posting the project to Sage Intacct requires a start and end date in Sage Construction Management.

    2. Select one of the following options to specify the Posting Period:

       • Period of project begin date
       • Period of estimate date
       • Period of each project contract line date
       • Period of each project contract line entry effective date

       If you don't specify the posting period, the Project estimate > Estimate date is selected by default. If not set, the Project information > Begin date and Project information > End date are selected.

    3. Select the appropriate value for the following fields:

       • Original GL budget ID

       • Revision GL budget ID

       • Approved Changes GL budget ID

       • Pending Changes GL budget ID

       • Forecast GL budget ID

       • Other GL budget ID

       The lists contain the budgets available in Sage Intacct. These fields are required.