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 a lead or project from the list.
- 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 a lead or project from the list.
- Select one of the following options:
- On the Lead Home page:
- Correspondence Overview > Correspondence Calendar
- Quality Control Overview > Quality Control Calendar
- Safety Overview > 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
- Quality Control Overview > Quality Control Calendar
- Safety Overview > Safety Calendar
- Scheduling Overview > Active Projects Calendar - General and Project To Dos
- On the Lead Home page:
Sage Construction Management features 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 |
| Journal 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 | |
| Submittal respondents | Respondent due date |
| Date responded | |
| Transmittals | Due date |
Documentation
| Feature | Date |
|---|---|
| Daily log | Daily log date |
| Meetings | Meeting date |
| Meetings new business item | Item due date |
| Meetings old business item | Item due date |
| Work orders | Issue date |
Scheduling
| Feature | Date |
|---|---|
| General to-do * | Due date |
| Project to-do * | Due date |
| Scheduling task assigned | Task start date |
| Scheduling task not assigned | Task start date |
* General and project to-dos must be open, not completed, and either assigned to the user or authored by the user.
Quality control
| 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
| Feature | Date |
|---|---|
| Safety meeting discussion item | Due date |