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. When teams are comfortable, estimating can document leads, share drawings and specifications, prepare estimates, and request bids using invitation to bid and request for pricing (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.

In Sage Construction Management, the term billings can refer to several different transaction types depending on the context.

The following billing types can be generated and managed in Sage Construction Management:

• Prime invoices (Contract Administration):

  • Prime invoices are customer-facing invoices used to bill project owners or clients.

  • These invoices are typically associated with prime contracts and represent amounts owed to your company.

  • Prime invoices can be generated based on any of the four supported prime contract types:

    • Fixed Lump Sum (FLS)

    • Cost Plus with Guaranteed Maximum Price (GMP)

    • Cost Plus without GMP

    • Unit Price with estimated quantities

  • Prime invoices can also be generated from work orders created in the Documentation module.

  • In Sage Construction Management, customer invoices are typically referred to as prime invoices.

• Vendor bills (Procurement):

  • Vendor bills are invoices received from vendors or suppliers for materials, equipment, services, or other project-related costs.

  • These invoices represent amounts that your company owes to vendors.

  • Vendor bills can be created from a purchase order (PO) to track and reconcile invoiced amounts against committed costs.

  • A purchase order is not required to create a vendor bill. Vendor bills can also be entered directly for one-time, unexpected, or miscellaneous purchases, such as expenses incurred by field teams.

  • In Sage Construction Management, vendor invoices are typically referred to as vendor bills.

• Subcontract invoices (Procurement):

  • Subcontract invoices are invoices submitted by subcontractors for completed work.

  • These invoices are linked to subcontracts and are processed separately from vendor bills.

  • A subcontract is required before a subcontract invoice can be created, which can include amounts associated with approved subcontract change orders (SCOs).

  • In Sage Construction Management, subcontractor invoices are typically referred to as sub invoices.

The Sort # 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: Each job cost code is assigned a fixed contract amount.

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

You can use the Sage Construction Management Ideas Portal to submit Aha! enhancement requests.

1. Log in to Sage Construction Management.

2. Select the help icon ().

3. Select Suggestion Box.

4. In the Sage Construction Management Ideas Portal, select ADD A NEW IDEA.

5. Enter a clear title for the enhancement in the Your idea field.

   As you enter a title, Aha! will automatically find similar ideas to help prevent duplicates. If a match is found, you can vote on it or contribute your thoughts to the existing discussion.

6. If there are no existing ideas for your request, do the following:

   1. Enter a detailed description of the desired functionality or improvement in the Please add more details field.

   2. Select one or more relevant product categories, such as Labor Items, Timecards, or Leads, in the Choose a category for this idea dropdown.

   3. Enter your email address in the Tell us who you are field to receive notifications about status updates, new comments, or votes on your idea.

   4. Select ADD IDEA.

      The link to the Sage Construction Management Ideas Portal is typically included in the notification email that you receive after submitting or updating an idea.

Next steps:

• Engage with the idea:

  • You can respond directly to the notification email to add comments to the idea thread.
  • Keep an eye on the number of votes and subscribers to gauge the level of interest and urgency from other stakeholders.

• Track your idea:

  • Visit the portal frequently to check for updates, new comments, or additional submissions related to your ideas.
  • Monitor any changes in status or community feedback to remain engaged throughout the idea lifecycle.