Implementation Plan - 04 - Lead/Project Classifications, Setup First Awarded Project and Project Directory

04.1 - Lead/Project Classifications, First Awarded Project and Project Directory

Step Task Description Help Topic Training Video(s) Application Form
1 Review Lead/Project Classifications in Settings (gear icon) | Feature Settings | Lead/Project View View Form
2 Add Project (Note: The first project setup in Sage Construction Management should be an already awarded job!)

Add Project Wizard Steps:

  1. Add Client or select existing company in Contact Management module
  2. Add Project # (25 characters or less), Title and Address
  3. Add Client and Your Firm to Project Directory
  4. Skip: Upload Drawings (ex. PDF Format)
  5. Skip: Upload Specifications (ex. PDF Format)
  6. Skip: Upload Images of Site Photos or Renderings (ex. JPEG, TIFF, BMP etc.)
  7. Skip: Contract Admin Setup Wizard: Job Cost Codes, Prime Contract and Original Budgets (This will be handled in Step 05.)

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3 Add Architect and Vendors to Project Directory

Note: The Project Directory is essentially a short list of firms involved on the project which includes the client, architect, your firm and vendors. Creating the Project Directory is simple as tagging firms from the contact management module for the selected project. Please be aware that the Add Project Wizard will automatically add the client and your firm to the Project Directory. Thus, only the architect and vendors will need to be added afterwards.
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