Sage Construction Management Training Videos (YouTube) - Getting Started Webinar Series

The following content is also covered in our Live Getting Started Webinar Sessions. Click here to view the current schedule.

Navigation, Data Entry Tips and Settings

• Navigating Sage CM
• Reporting and Analytic Overview
• Company Settings Overview
• AccountingLink Overview

Contact Management

• How Companies and Contacts are Used
• Importing Companies and Contacts
• Settings that affect Contact Management

Awarded Projects

• Create a Project
• Establish the Project Directory
• Settings that affect Project Setup

Client Contract Administration

• Implementing Cost Codes
• Import spreadsheet FLS and Cost Plus
• Import Spreadsheet Unit Price
• Create a Prime Contract FLS
• Create a Prime Contract Cost Plus w/o GMP
• Create a Prime Contract Unit Price
• Settings that affect Prime Contracts

Prime Invoices

• FLS Prime Invoices
• Cost Plus Prime Invoices

• Unit Price Prime Invoices

• Retainage Prime Invoices

• Prime Invoice Settings

Procurement

• Create Purchase Orders
• Create Subcontracts
• Vendor Bills
• Subcontractor Invoices
• Anticipated Costs
• Vendor Hub
• Procurement Settings

Change Management

• Change Proposal Requests

• Create Prime Change Orders

• Subcontractor Change Orders

• Change Management Settings

HR/Equipment

• Setup Employees and Payroll

• Process Labor Time

• Process Misc. Expenses

• Set up Field Crews

• Clock-In / Clock-Out

• Set up Equipment

• Process Equipment Timecards

• HR and Equipment Settings

Project Financials

• How Financials Are Calculated

• View Analytic Reports

• View Power BI