Simplified project creation process

Creating a new project in Sage Construction Management is now simpler and more intuitive. The Add Project wizard has been replaced with a streamlined Create Project page that organizes project setup into three easy-to-navigate tabs.

Details

The new Create Project page uses a tabbed layout to organize the information required to create a project:

• Details: Enter project information, project address, and classifications.

  

  When adding a new customer company or contact, you can create the record directly from the page without navigating away from project setup.

  

• Contacts: Add internal stakeholders and specify whether contacts are required for companies added to the project directory.

  

• Key Dates, Alerts, Schedule Info: Enter bid information and estimated or actual project start and finish dates.

  

To simplify project setup, the following activities are no longer part of project creation:

• Uploading drawings

• Uploading specifications

• Uploading photos

• Starting the Contract Setup wizard to create the prime contract

These tasks can now be completed only after the project has been created, allowing you to establish the project first and add supporting documentation or contract information when needed.

Key benefits

• Simplified setup: Create projects using a focused, three-tab layout that captures only the essential project information.

• Improved organization: Related information is grouped into dedicated tabs, making it easier to navigate and manage project details.

• Faster project creation: Removing document uploads and prime contract setup from the project creation process reduces the steps required to establish a project.

• More flexible workflow: Create the project first and complete document management and contract setup activities later, when appropriate.

How it works

1. Go to Projects.

2. Select Actions > Add Manually.
3. On the Details tab:
   1. Enter the Project # and Project Title.
   2. Select or create a Customer.
   3. Select the Currency.
   4. Enter the Phone number.
   5. Complete the remaining fields as needed.

4. To add internal stakeholders or select the configuration for the project directory, select the Contacts tab, and then complete the fields as needed.

5. To enter bid information or project start and finish dates, select the Key Dates, Alerts, Schedule Info tab, and then complete the fields as needed.

6. Select Save.