Implementation plan - Project financials - 01 - Client contract administration

Set up job cost codes, a prime contract, and original budgets to prepare projects for purchasing, subcontracting, time entry, and client billing in Sage Construction Management.

  • Job cost codes and a prime contract (also called a client contract) must be established before entering POs, subcontracts, and timecards
  • Original budgets, such as contract amount, cost, and hours, are part of the prime contract and are usually set up at the beginning but can be updated later
  • The Contract Admin Setup Wizard can use a Sage Construction Management cost code template, a Sage Construction Management estimate, or a Microsoft Excel file to create job cost codes, a prime contract, and original budgets. The Excel option is the preferred method for setting up an initial awarded job because estimating is typically implemented later
  • The client or prime invoice process changes dynamically based on the contract type, such as fixed lump sum, cost plus, or unit price. Contract type is a critical field on the prime contract form.
    Billing methods: More info
  • Project financial analytics > transaction categorizations: More info
Step Task description Help topic Training video(s) Application form
1 Job cost codes overview. View View
2 Prime contract overview. View View
3 Prime contract original budgets overview. View View
Step Task description Help topic Training video(s) Application form
1 Download the Excel import template from the help topic. View
2 Populate the Excel import template with the applicable job cost codes and corresponding original budgets. View View
Step Task description Help topic Training video(s) Application form
1 Go to Projects and select the appropriate project in the Quick Select section. Form
2 On the Project Home page, select Client Contract Admin Overview in the Client Contract Admin section.
3 In the Contract Admin Setup Wizard section, select Start Now. The wizard creates job cost codes, a prime contract, and original budgets using the Excel import file prepared earlier. View View

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Posted May 13, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.