Add a Project

Prerequisites

Optional: Review Lead and Project Classifications in Settings / Lists / Leads and Projects
Optional: Obtain the latest set of Project Drawings, preferably in PDF format.
Optional: Obtain the latest set of Project Specifications, preferably in PDF format.
New Users: Create an import spreadsheet that lists the Cost Codes and Budgets (eg. Contract Amount, Cost, Labor/Eqp Hours) for the project.

Go to Projects.
In the Projects section, in the Active Projects row, click the Action button.
Select Add Manually in the drop-down.
Select either New Customer or Existing Customer.
If new customer is selected, please enter the company name at minimum. First Name, Last Name and Email are also recommended. If it is an existing client, please select the company and contact from the drop-down list.
Optional: Default Tax Code is usually left blank for US clients.
Optional: Default Payment Terms can be updated in the company profile form if not specified in the wizard. These terms only come into play when creating client/prime invoices.
Click Next

Example Customer References Based On User Profile:

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 GC or Homebuilder but it could be an individual in some unique cases.

Enter the Project # and Title. Project # is not auto generated and can be up to 25 characters alphanumeric.
Select the Project Currency. If a currency needs to be added, please submit a request to SageCMsupport@sage.com along with your organization ID.

The project currency is locked after a prime contract is posted and can only be changed by administrators.

Optional Fields:
- Bid Due Date and Time (This will be communicated on Invitation To Bids and RFP Packages.)
- Key Contacts: Sales Contact, Bid Contact, and Project Manager. The latter can be used in Workflow approvals.
- Estimated Start and Finish Dates
Enter the Project Address or select the Customers Address.
Click Save and Next or Save and Finish button at the bottom.

Classification Types that have been setup in Settings / Lists / Leads and Projects are shown down the left hand side. It is recommended to select an option for each classification shown however you can leave them blank.
Click Skip or Save and Next

Uploading drawing files in PDF format is recommended since they can be viewed in a variety of software programs.

Drawing files in PDF (preferred), TIFF, DWG, DXF, or other formats can be dragged on to the box area or selected using File Explorer.
Click Skip or Next

Drawing log records will be created for each file uploaded in Step 4. Drawing # and/or Title can be modified directly in the grid prior to clicking Save and Next.
Optional: Select Drawing Discipline for each record. Options shown in the drop-down can be modified in Settings | Feature Settings | Drawings.
Click Save and Next

Similar to drawings, specification files should be uploaded in PDF format since they can be viewed in a variety of software programs.

Specification files in PDF (preferred), DOC, DOCX, or other formats can be dragged on to the box area or selected using File Explorer.
Click Skip or Next

Specification records will be created for each file uploaded in Step 6. Specification # and/or Title can be modified directly in the grid prior to clicking Save and Next.
Click Save and Next

Photos or renderings in JPEG (preferred), TIFF, or BMP formats can be dragged on to the box area or selected using File Explorer. Either way a photo record will be created for each file uploaded.
Click Skip or Save and Next

If job cost codes and budgets have not been determined yet then click No to skip steps 10 and 11.

Response Options:

Applicable if option 2, 3 or 4 was selected in step 9.

Enter the Client Prime Contract # and Subject.
Select the Contract Type. This will determine which budgets are applicable and how client invoices are processed.
Select the Issue Date
If the Contract Status is marked Approved be sure to select a Status Date.
Click the Save and Next button.

Create From Microsoft Excel File (Step 9 Option 2)

Microsoft Excel Format and Samples: Click Here

Select the Microsoft Excel (*.xls) file that contains the cost codes and budgets. This file needs to be closed prior to uploading.
Wait until data appears in grid.
Click the Finish button.

Create Using Sage Construction Management Sample Template (Step 9 Option 3)

Select the Sage Construction Management Excel Template.
Click the Finish button.
Note:Please be aware that Original Contract Values and Cost Budgets will need to be updated in the Prime Contract afterwards.

Create Using Master Cost Code List (Step 9 Option 4)

Select Cost Code Classification System (eg. CSI, NAHB).
Select the Code Level: Division, Major, Minor or Subminor.

Note: Codes from only one particular level can be imported using the wizard. Codes from a different level can be imported into the Job Cost Code table and Prime Contract after the wizard is complete. Both features can be found in the Contract Administration module.
Wait until the codes appear in the grid.
Select the Codes to be imported using the checkbox shown in the first column.
Optional: Enter Cost Budgets and Contract Amount (Revenue) for each selected cost code. The Contract or Revenue amount is often referred to as Schedule of Values (commercial term) or Bank Draws (residential term).
Click the Finish button.