• MyAssistant Distribution using PJ Job Setup Site / Contacts

    I am attempting to customize e-mail delivery of project specific information to an entire project team, Project Executive, Project Manager, and Superintendent. We currently have a mix of different personnel that could be combined in the above groups,…
  • RE: Subcontractor Compliance

    You are right. Accounts Payable will not be able to invoice the commitment until you have checked the “Revise Commitment” check box and updated the Job Cost commitment record. There is not an automated warning or error message to stop payment of an…
  • RE: Property Management Contracts

    Jess, If I understand your issue correctly, I do not think the revenue applications (CN, AR, BL) would be helpful in your situation. You may be able to utilize Commitments within Sage 300 Construction and Real Estate accessed through Job Cost or Project…
  • Sage CRE My Assistant, Multiple Conditions with a Crystal Report

    I just began using My Assistant and it looks incredible. I am trying to set up a task that runs and emails a job costing Crystal Report. However, I want multiple conditions set. I've set them up in My Assistant and the test works exactly how it…