Add a project manually

1. Go to Projects.

2. Select Actions > Add Manually.

   Alternatively, expand the Project Insights section, select the actions icon () next to Active Projects, and then select Add Manually.

3. On the Details tab:

   1. 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.

   2. Select the Customer dropdown and do one of the following:
      • To assign an existing customer, select the company name from the list.

      • To create a new customer, select Create New Customer, then enter the Company Name, complete any additional fields as needed, and select Save.

   3. Optionally, select the Contact dropdown and do one of the following:
      • To assign an existing contact, select the contact name from the list.

      • To create a new contact, select Create New Contact, then enter the contact's First and Last Name, select a Company, complete any additional fields as needed, and select Save.

   4. 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.
   5. Optionally, enter the Project Description.

   6. In the Project Address section, enter the Phone number and optionally provide the address and fax number.

   7. In the Choose Classifications section, optionally, select the Department (SIC), Lead Source, or Project Type.

   The customer's company and contact is automatically added to the project directory.
   Example of customer references based on the user profile

   Sage Construction Management user profile	Company reference	Contact reference	Notes
   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.

4. Select the Contacts tab, and then do the following:

   1. In the Internal Stakeholders section, select the Sales, Bid, and PM contacts.

   2. In the Project Directory section, select Specify Contacts in Project Directory to restrict visibility for the project to companies with contacts only.

      Make sure companies in Sage Construction Management are set up with contacts and each contact has an email address specified.

      You cannot update this configuration after the project is created.

5. Select the Key Dates, Alerts, Schedule Info tab, and then do the following:

   1. In the Bid Info section, optionally enter the bid date, bid time, and bid room information.

   2. In the Estimated Start and Finish Dates section, optionally enter the estimated and actual project start and finish dates.

6. Select Save.