View and manage alerts
You can view alerts from all modules in a single list or calendar. The information that appears depends on your security setup.
Set up user alerts
- On the Sage Construction Management Home page, select the Alerts tab.
- Select Set Alerts.
- Select the features that you want to receive alerts for.
- Select Save.
View alerts in a list or calendar for all active leads and projects
- Select the Alerts icon (
). - In the dialog, select either Alerts List or Alerts Calendar.Checklist item alerts appear as a single notification in the Alerts page, with the Date set to the due date of the earliest item. The Subject is set to the checklist name.
View the calendar for a specific lead or project
- Go to Leads or Projects and select the lead or project in the Quick Select section.
- On the Lead or Project Home page, select Alerts in the General Info section.
- Optionally, expand the Filters section and clear the checkboxes for any features that you do not want to view alerts for.
View the calendar for a specific feature
- Go to Leads or Projects and select the lead or project in the Quick Select section.
- Select one of the following options:
- On the Lead Home page:
- Correspondence Overview > Correspondence Calendar
- QC & Safety Overview > QC & Safety Calendar
- On the Project Home page:
- Client Contract Admin Overview > Contract Admin. Calendar
- Procurement Overview > Procurement Calendar
- Correspondence Overview > Correspondence Calendar
- Documentation Overview > Documentation Calendar
- QC & Safety Overview > QC & Safety Calendar
- Scheduling Overview > Active Projects Calendar - General and Project To Dos
- On the Lead Home page:
Sage Construction Management modules that support alerts
Bids
| Feature | Date |
| Leads | Owner bid due date and user referenced as bid, PM, or sales Contact |
| Projects | Owner bid due date and Referenced as Bid, PM, or Sales Contact |
| Estimate RFP Packages | Bid due date |
Contact Management
| Feature | Date |
| Company - Insurance | Expiration date (within 60 days) |
| Company - License | Expiration date (within 60 days) |
Contract Administration
| Feature | Date |
| Allowance Package | Required completion date |
| Follow up date | |
| Actual completion date | |
| Change Proposal Request (CPR) | Impacted company's (vendor) response due date |
| Prime Contract Invoices | Payment due date * |
* Prime invoice payment due date alerts will be removed if payment information has been updated through the AccountingLink Update Payment feature.
Procurement
| Feature | Date |
| Procurement RFP Packages | Bid due date |
| PO Items | Est. delivery date |
| Bills | Payment due date * |
| Subcontract Invoices | Payment due date * |
* Bill and subcontract invoice payment due date alerts will be removed if the payment information has been updated through the AccountingLink Update Payment feature.
Correspondence
| Feature | Date |
| Issues | Due date |
| Journals | Reminder date |
| Journals > Respondents | Response due date |
| Date responded | |
| Request For Information (RFI) > Respondents | Response due date |
| Date responded | |
| Submittals > Items > Originator | Due from originator |
| Received from originator | |
| Status response sent back to originator | |
| Submittals > Items > Material Required On Site and Design Review | Review - Planned submission date |
| Review - Review completion date | |
| Review - Return to originator date | |
| Material required on site date | |
| Submittals > Items > Material Delivery To Site | Anticipated delivery date |
| Estimated delivery date | |
| Actual delivery date | |
| Submittals > Respondents | Respondent due date |
| Date responded | |
| Transmittals | Due date |
Documentation
| Feature | Date |
| Daily Log | Daily log date |
| Meetings | Meeting date |
| Meetings - New Business | Item due date |
| Meetings - Old Business | Item due date |
| Work Orders | Issue date |
Scheduling
| Feature | Date |
| General To Do * | Due date |
| Project To Do * | Due date |
| Scheduling Task | Task start date |
* General and Project To-Dos must be open, not completed, and either assigned to the user or authored by the user.
QC and Safety
| Feature | Date |
| Checklist Inspection | Review date |
| Checklist Item | Due date |
| Comply Notice | Response due date |
| Date responded | |
| Permits | Expire date |
| Punchlist Inspection | Inspection date |
| Punchlist Item | Due date |
| Safety Meeting Discussion Item | Due date |