New subscribers FAQ

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

  • Awarded project (PDF)
  • Awarded project with Intuit QuickBooks integration (PDF)
  • Awarded project with Sage 50 Canada integration (PDF)
  • Awarded project with Xero integration (PDF)

• Attend the Getting Started Webinar.

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

Sage Construction Management strongly recommends having an individual from the accounting and project management departments lead the implementation process. Basically, new subscribers should take one recently awarded project and setup the project, directory, job cost codes, client/prime contract, and budgets. After accounting and project management staff are comfortable with the Sage Construction Management process, the estimating department can learn how to document leads, share drawings and specs with vendors using the invitation to bid (ITB) feature, prepare estimates, and request and collect bids using RFP packages.

Establishing a master cost code structure early on is highly beneficial, as it enables efficient information flow across departments, such as estimating, project management, accounting, and executive leadership. To support this, Sage Construction Managementrecommends scheduling a meeting with key department heads to review and align on the structure. While this step isn’t required on day one of implementation, it typically becomes essential within the first few weeks.

The Order # field helps control the sequence in which items appear and how calculations are performed across various features. It’s used in several key areas:

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

• Estimates, CPRs, COs, and invoice markups: Affects the order of markups and is used when calculating values that depend on previous markups.

• CPRs, COs, and SCOs: Helps identify previous change amounts based on order number.

• Prime and sub invoices: Affects how previous completed work, stored-to-date amounts, and retainage are calculated.

Each of the following subcontract types uses job cost codes differently to define scope and control costs:

• Fixed Lump Sum: The total contract amount is broken down by job cost code with fixed lump sum values. Each code has a set dollar amount, but the overall price is firm and not tied to a quantity.

• Unit Price: The subcontract is based on quantities and unit prices assigned to each job cost code. The final cost depends on the quantity installed. Invoiced amounts may exceed the estimated quantities per job cost code, and the final contract value may be higher or lower than the original estimate.

• Cost Plus without guaranteed maximum price (GMP): Job cost codes are assigned, but no dollar values are set in advance. Costs are reimbursed based on actual, plus a fee.

• Cost Plus with GMP: Similar to Cost Plus without GMP, but includes a maximum dollar amount per cost code, contributing to an overall guaranteed price cap.

Sage Construction Management mimics the real life world of construction. For example, materials are not purchased and field staff are not mobilized until there is a signed contract as shown below.

Yes. After a connection to the accounting system has been established through the AccountingLink utility, active vendors and employees can be imported into Sage Construction Management.

Join one of our Open Session Webinars, which are usually held on Wednesdays, or email us at SageCMsupport@sage.com.

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