Projects overview
Projects can represent a single structure, multiple structures, or phased work. When a project includes multiple structures or phases, it typically has multiple prime contracts to track financials separately.
Projects in Sage Construction Management are generally used to manage awarded work, while leads are used to track potential opportunities. One key difference is that projects projects support all available features, whereas leads are limited to drawings, specifications, estimating, and correspondence.
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The project number can contain up to 25 alphanumeric characters. If the project number is updated, all related documentation will automatically reflect the change.
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Only awarded leads can be converted to projects using the Lead to Project wizard.
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Project start and finish dates are displayed in the Scheduling module under the Multi‑Project Gantt view.
- Single structure:
- Office building.
- Home.
- Multiple structures:
- Building or parking structure.
- Lot 1/Lot 2/Lot 3.
- Phased work:
- Design phase and construction phase
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Review the lead and project classifications for filtering, grouping, or sorting records.