New subscribers FAQ

• Print one of the following awarded project business process diagrams:

  • Awarded project
  • Awarded project with Intuit QuickBooks integration
  • Awarded project with Sage 50 Canada integration
  • Awarded project with Xero integration

• Attend the Getting Started webinar.

  To learn more about the live webinar schedule, go here.

Sage Construction Management strongly recommends having accounting and project management lead the implementation. Start by setting up one recently awarded project, including the project, directory, job cost codes, client or prime contract, and budgets. Once teams are comfortable, estimating can document leads, share drawings and specifications, prepare estimates, and request bids using invitation to bid and RFP packages.

Establishing a master cost code structure early supports efficient information flow across estimating, project management, accounting, and leadership. Sage Construction Management recommends meeting with department heads to align on the structure. While not required on day one, this typically becomes essential within the first few weeks.

To learn more about cost codes in Sage Construction Management, go here.

The Order # field controls item sequence and calculation order across several features:

• Job cost code list: Determines the sort order of cost codes.

• Estimates, CPRs, COs, and invoice markups: Controls markup order and dependent calculations.

• CPRs, COs, and SCOs: Identifies previous change amounts.

• Prime and subcontract invoices: Controls calculations for completed work, stored-to-date amounts, and retainage.

Each subcontract type uses job cost codes differently to define scope and manage costs:

• Fixed lump sum: Contract values are broken down by job cost code with fixed amounts.

• Unit price: Quantities and unit prices determine the final cost, which may vary.

• Cost plus without GMP: Costs are reimbursed based on actuals plus a fee.

• Cost plus with GMP: Includes a maximum amount per cost code and an overall cap.

Sage Construction Management reflects real-world construction workflows. Materials are not purchased and crews are not mobilized until a contract is signed.

Yes. After you connect using AccountingLink, you can import active vendors and employees into Sage Construction Management.

Join an Open Session Webinar or email SageCMsupport@sage.com.

To learn more about the webinar schedule, go here.