Data entry and navigation tips
Use these tips to navigate pages and enter data efficiently in Sage Construction Management.
Landing pages show information for a specific area or module. For example, the Projects page shows active and inactive projects based on the selected lead or project.
Action buttons
Use action buttons on landing pages and feature listings to add records manually, import data from Microsoft Excel, or run wizards to copy or transfer information.
Report buttons
Use report buttons to preview standard or custom log reports. These buttons also appear on feature listings.
Except for Contact Management, Vendor Hub, and Time and Expenses modules, feature listings are based on the selected lead or project shown at the top.
To filter records by date, classification, or status, select the funnel icon or use the search box.
To view details for a record, select the record identifier link, such as CO number, PO number, or RFI number.
Sage Construction Management loads rows on demand in listings to improve page load speed.
If many records exist, rows load as you scroll. Use the mouse wheel instead of the browser scroll bar for better performance.
You can also use the search box above the grid to filter records and reduce scrolling.
Header information:
Sub section information grids adding records:
Sub section information grids edit records:
Header or sub sections dropdown fields:
