Global Settings

To View Global Settings:

  1. Log in to Sage Construction Management as an Admin.
  2. Click Settings (Gear Icon).
  3. Click Company Settings | Global Settings.

General Settings

Default Currency

The currency specified in Settings will be the default when adding a Lead or Project but can be changed after it has been saved.

Fiscal Year Start

Sage Construction Management provides Fiscal Year Dashboards for project financials. This setting will affect how transactions will be filtered to show current and previous year results.

Transaction Security and Locking

  • Option 1: No locking - Transaction modifications allowed at any time.
  • Option 2: Lock Transactions: Specify locks at transaction level. Administrators can unlock.
    • The lock section is shown on the forms and anyone can lock the transaction. Once a transaction is locked, only an administrator is able to unlock the transaction.
  • Option 3: Lock Exported Transactions: Auto-lock exported transactions.
    • This setting is recommended when a AccountingLink utility for an accounting system is in use. If a transaction is exported or marked as exported, then this utility will automatically lock the exported transaction. However, an administrator can unlock it temporarily to make changes, but it is auto-locked again as soon as administrator moves away from the transaction.

Special Considerations With Workflow

If workflow is turned on and transaction workflow is in progress or completed, then the transaction is locked and cannot be modified unless workflow is abandoned. This is regardless of the locking settings. This is because workflow is considered stricter than any lock settings.

Please note that Transaction Locking and Workflow settings should be set once and not changed as it can cause confusion for the end user. This is also applicable to changing the type of workflow being used.

Round Transactions - Estimating and Financial Transactions

Unit price fields on estimate line items and project financial transactions can be out to four (4) decimal places. However, when the system calculates subtotal, tax and total, rounding will based on these settings. Typically, both settings are set to two (2).

The algorithm that Sage Construction Management uses for rounding is the "banker's rounding" method which is IEEE 754 standard or rounding to nearest even. This algorithm is also used by most major accounting engines.