Projects overview

Projects can represent a single structure, multiple structures, or phased work. When multiple structures or phases are involved, the project typically has multiple prime contracts to track financials separately.

Projects in Sage Construction Management are typically awarded work, while leads are used to track potential opportunities. One key difference is that projects can access all features in Sage Construction Management, whereas leads are limited to drawings, specs, estimating, and correspondence.

Project examples

• Single structure:
  • Office building.
  • Home.
• Multiple structures:
  • Building or parking structure.
  • Lot 1/Lot 2/Lot 3.
• Phased work:
  • Design phase and construction phase

About projects

• The project number can have up to 25 alphanumeric characters. If a project number changes, all documentation will reflect the revised number.
• Only awarded leads must be converted to projects using the Lead to Project Wizard.
• Project start and finish dates appear in the scheduling module under the Multi-Project Gantt.

Before you begin

• Review the lead and project classifications for filtering, grouping, or sorting records.

Add project options

• Add a project manually.
• Convert and awarded lead to a project.

Other project functions

• Archive or close a project.
• Reactivate an inactive project.
• Export project data or download project files from Sage Construction Management.