Add a project manually

Step 1: Open the Add Project Wizard and specify the customer

Go to Projects.
In the Projects section, select the three-dot menu icon () next to the Active Projects.
Select Add Manually.
Do one of the following:
- Select New Customer and do the following:
  1. Enter the Company Name, First Name, and Last Name.
  2. Optionally, update the Display Name.
    This field is required and is automatically populated with the combined first and last name.
  3. Complete the remaining fields as needed.
    It's recommended to add an Email.
    The default tax code is typically left blank for US clients. The default payment terms can be updated in the company profile form if not specified in the wizard. These terms are relevant only when creating prime invoices.
- Select Existing Customer and do the following:
  1. Select the Company from the dropdown.
  2. Optionally, select New Contact to add a contact, or select Existing Contact and select one from the dropdown.
Select Next.

Sage Construction Management user profile	Company reference	Contact reference	Comments
Homebuilder	Thompson, John and Jane	John Thompson	The home owner or bank providing the construction funding is typically the client reference.
Commercial GC	Silicon Technology	John Smith	Client is typically a firm or government agency.
Sub	Tower General Contracting	John Tower	Client is typically a general contractor or homebuilder but it could be an individual in some unique cases.

Step 2: Add the project number, title, currency, and address

Enter the Project # and Project Title.
The project number is not generated automatically and can be up to 25 alphanumeric characters.
If the AccountingLink is set up with Sage 100 Contractor, project numbers must consist of numbers only and must not begin with a zero.
Select the project Currency.
If a currency needs to be added, submit a request to Sage support with your organization ID.

The project currency is locked after a prime contract is posted and only administrators can change it.

Optionally, enter the following information:
- Enter or select the Bid Due Date and Time.
  This information will be available on invitation to bids (ITB) and RFP packages.
- Select the Sales Contact, Bid Contact, and Project Manager.
  These contacts can be used in transaction workflow approvals.
- Enter or select the Est. Start Date and Est. Finish Date.
In the Project Contacts section, do the following as needed:
1. To restrict visibility for the project to companies with contacts only, select Specify Contacts for Project.
  Make sure companies in Sage Construction Management are set up with contacts and each contact has an email address specified.
2. To limit the options to the contacts included in the project directory when adding contacts to correspondence and documents for this project, select Show Only Specified Contacts on Add/Edit Forms.
You cannot update this configuration after the project is created.
Update or enter manually the Project Address Information as needed.
Select Save & Next to save the project and proceed with categorization, adding drawings, specifications, photos, or defining job cost codes and budgets as needed.

Alternatively, select Save & Finish to save the project and close the wizard.

Step 3: Categorize the project

To skip this step, select Skip.
To add classifications, do the following:
1. Select an option for each classification in the Choose Classifications section.
  
  It’s recommended to select an option for all the available classifications specified in Settings () > Feature Settings > Leads & Projects, but you can also leave them blank.
2. Select Add & Next.

Step 4: Upload drawing files

Drawing files can be in PDF, TIFF, DWG, DXF, or other formats. However, it's recommended to upload drawing files in PDF format because you can use a variety of software programs to view them.

If you do not prefer to upload drawing files in this step, select Skip.
To upload drawing files, do the following:
1. Drag and drop the drawing files into the designated area, or select them using the File Explorer.
2. Select Next.

Step 5: Review and edit the drawing log records

A drawing log record is created for each file uploaded in the previous step.

Modify the Drawing # or Title as needed.
Optionally, select the drawing Discipline for each record.
The available options are specified in Settings () > Feature Settings > Drawings.
Optionally, for PDF files, select Burst to create a separate drawing log record for each page.
Select Save & Next.
In the dialog, select Yes. Process in background to continue with the wizard while the files upload in the background.

When the upload is complete, you’ll receive an email confirming whether the files were uploaded successfully.

Step 6: Upload specification files

Specification files can be in PDF, DOC, DOCX, or other formats. Similar to drawings, it's recommended to upload specification files in PDF format because you can use a variety of software programs to view them.

If you do not prefer to upload specification files in this step, select Skip.
To upload specification files, do the following:
1. Drag and drop the specification files into the designated area, or select them using the File Explorer.
2. Select Next.

Step 7: Review and edit specification records for the uploaded specification files

A specification record is created for each file uploaded in the previous step.

Optionally, modify the Specification # or Title as needed.
Select Save & Next.
In the dialog, select Yes. Process in background to continue with the wizard while the files upload in the background.

When the upload is complete, you’ll receive an email confirming whether the files were uploaded successfully.

Step 8: Add photos or renderings

Photos or renderings must be in JPEG (preferred), TIFF, or BMP format.

If you do not prefer to upload photos or renderings in this step, select Skip.
To upload photos or renderings, do the following:
1. Drag and drop the photos or renderings into the designated area, or select them using the File Explorer.
  A photo record is created for each file uploaded.
2. Select Save & Next.

Step 9: Add the job cost codes, prime contract, and budgets

In the Prime Contract section, select one of the following options as needed:
- If job cost codes and budgets have not yet been determined, select No.
- To import job cost codes and budgets from a Microsoft Excel file, select Use Microsoft Excel Import File (Recommended, if no estimate exists).
- To create job cost codes and budgets using a Sage Construction Management sample template, select Create From Sage CM Sample JCC Templates. Original Budgets would be entered manually.
- To create job cost codes and budgets using the classification codes, select Select Cost Codes from the Master Cost Code List in Settings. Original Budgets would be entered manually.
Select Next.

Step 10: Create the prime contract (optional)

This step applies only if you chose to import or create cost codes in Step 9.

Select the Contractor Company.
Typically, this would be your firm.
Select the Contractor Contact.
Typically, this would be the project manager, VP, or President.
Enter the Prime Contract # or use the default.
Optionally, update the Work Subject.
Select the Contract Type.

The contract type determines which budgets are applicable and how client invoices are processed.
Optionally, update the Issue Date.
The default value is today's date.
Optionally, update the Status and the Status Date as needed.
If the contract is approved, be sure to select a status date. If it has not yet been approved, set the status to Pending and leave the date blank.

If transaction workflows are enabled and a prime contract rule applies, the status defaults to Pending and remains unchanged until it's approved or rejected.
In the Default Retainage Percentages section, specify the Prime Retainage % and Sub Retainage % for completed work and, if applicable, stored materials.

Stored materials apply only to fixed lump sum contracts.
Select Save & Next.

Step 11: Create job cost codes and prime contract budgets

Based on your selection in Step 9, do one of the following:
Use Microsoft Excel Import File (Recommended, if no estimate exists)
1. Select the Microsoft Excel (*.xls) file that contains the cost codes and budgets.
  Learn more about the Microsoft Excel format and samples. The file must be closed before uploading.
2. Wait for the data to appear in the table, then select Finish.
Create From the Sample JCC Templates. Original Budgets would be entered manually.
1. Select the Sage Construction Management Excel template.
2. Select Finish.
  Original Contract Values and Cost Budgets will need to be updated in the Prime Contract afterwards.
Select Cost Codes from the Master Cost Code List in Settings. Original Budgets would be entered manually.
1. Select the Cost Code Classification System, such as CSI, NAHB, and so on.
2. Select the Division, Major, Minor, or Subminor code level.
  The wizard allows you to import codes from only one level at a time. Codes from other levels can be imported into the job cost code table and the prime contract after the wizard is complete. Both options are available in the Contract Administration module.
3. Wait for the codes to appear in the table, then select the codes to be imported.
4. Optionally, enter cost budgets and contract (revenue) amounts for each selected cost code.
  
  The contract or revenue amount is commonly referred to as the schedule of values (commercial) or bank draws (residential).
5. Select Finish.