Add a work order

You can manually add a work order (WO).

Step 1: Enter the general WO information

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Work Orders under the Documentation section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number if needed.
5. Optionally, select the Prime Contract.
6. Optionally, update the Issue Date.

   The default value is today's date.

7. Optionally, update the WO #.

   Sage Construction Management automatically generates the WO number, but it can be modified.

8. Enter the Subject.
9. Optionally, select the WO Type, which can be used for filtering.
10. In the Key Contacts section, select the Issued By and Issued To company and contacts.
11. Optionally, enter the WO Description.
12. Optionally, enter or select the following references as needed:
    • CPR / CO #
    • Subcontract #
    • SCO #
    • Drawing
    • Location
    • Spec. Section
    • Other
13. Optionally, update the status as follows:
    • Billable Status: Applicable only to Cost Plus prime contracts.
    • Status: Overall status.
    • Status Date: Enter the date that the Status was set to Approved.
14. Optionally, add a Cost Reviewer for the WO cost items and installed work as follows:
    • Company and Contact.
    • Address Type

      Only used for printing.

    • Type of Costs to Review
      • Review Actual
      • Review Estimated
    • Review Date
15. Optionally, enter the Review Comments.
16. Select Next.

Step 2: Add or import WO items

1. In the Default Line Item Values section, enter the default Job Cost Code, Tax Code, and Resource to be used when the corresponding WO item entries are left blank.
2. To add WO items manually, do the following in the Work Order Items section:
   1. Select Show Estimated Cost and Sell Rates if you want to enter estimated cost rates. Depending on the scenario, values can be entered for either one or both.
   2. For each WO item, enter the following information in the Work Order Items section:
      1. Enter the Item #, Description, Quantity, Units, actual Cost Rate, and actual Sell Rate.

         The item number is used for sorting items. Sell rate is also referred to as proposal rate.

      2. If Show Estimated Cost and Sell Rates is selected, enter the estimated Cost Rate and Sell Rate.

      3. Enter the Cost Code.

         If no job cost code is specified, Sage Construction Management will use the default job cost code.

      4. Optionally, enter a Tax code.

         If no tax code is specified, Sage Construction Management will use the default tax code.

      5. Select the Resource.

         If no resource is specified, Sage Construction Management will use the default resource. If a default is not set, the resource will automatically default to M (materials). This field helps categorize expenses by type, that is materials, labor, equipment, sub, or other.

   3. To add more WO items, select Add New Line.

3. To import WO items, select Add / Import Items in the Work Order Items section and select one of the following options:
   • Import Labor Items
   • Import Equipment Items
   • Import Work Items
   • Import Estimate Items
   • Import Estimate Items Summary
   • Import PO Items
   • Import Bill Items
   • Import Sub Invoices
   • Import Labor Timecards
   • Import Equipment Timecards
   • Import Employee Misc. Expenses
   Importing items will populate actual rates, not estimated.
4. Select Save & Next.

Step 3: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the work order.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Add and Finish.