Training videos
Our library on YouTube offers a comprehensive set of videos that cover topics such as AccountingLink, leads, project management, reporting, and much more.
Review this list of videos below or visit the YouTube library.
The Sage Construction Management videos below were created when the product was known as Corecon. The branding and screens have a different look, but much of the basic information has not changed.
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Template settings:
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Estimating:
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Takeoff integration:
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Job cost codes, prime contracts (client contracts), and budgets
- Contract administration settings and overview
- Job cost codes overview
- Prime contracts overview
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Setup options using the Contract Admin Setup Wizard:
- Set up prime contracts manually
- Set up prime contracts using an Excel file
This option is recommended for new users.
- Set up prime contracts using a Sage Construction Management estimate
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Change management:
- Allowance packages
- Change proposal request (CPRs)
- CPR Wizards
CPR to CO Wizard and CPR to Procurement Wizard.
- Change Order (CO)
- Allowance to CO Wizard
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Prime contract invoices:
- Prime contract invoice for Fixed Lump Sum prime contracts
- Prime contract invoice for Cost Plus prime contracts:
- Prime contract invoice for Unit Price prime contracts
- Release retainage/holdbacks for prime contract invoices (all contract types)
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Procurement overview:
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Purchase orders (POs) and bills:
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Subcontracts, subcontract change orders (SCOs), and subcontract invoices:
- Anticipated costs (items that have not yet been purchased)
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Employee setup and labor timecards:
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Employee miscellaneous expenses:
You can access equipment items from either the Cost Database or the Equipment module.
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Contract administration and procurement workflow:
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Time and miscellaneous expense workflow:
- Reporting overview and settings
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Detail report Word templates:
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Custom log reports:
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Custom financial dashboards (project analytics):
The Sage Construction Management videos below were created when the product was known as Corecon. The branding and screens have a different look, but much of the basic information has not changed.
The Sage Construction Management videos below were created when the product was known as Corecon. The branding and screens have a different look, but much of the basic information has not changed.
- TeamLink portal overview
- Authentication method 1 (simple)
- Authentication method 2 (preferred)
- TeamLink portal overview from the owner's perspective
- TeamLink portal overview from the architect's perspective
- TeamLink portal overview from the vendor's perspective
- Architect or owner responding to RFIs using the TeamLink portal
- Architect or Owner Responding to submittals using the TeamLink portal
- Subcontractor submitting progress invoices using the TeamLink portal
The Sage Construction Management videos below were created when the product was known as Corecon. The branding and screens have a different look, but much of the basic information has not changed.
The Sage Construction Management videos below were created when the product was known as Corecon. The branding and screens have a different look, but much of the basic information has not changed.