Sage Construction & Real Estate

Looking for a full description of what Project Management module does. Trying to understand what it entails and justify the cost of it to my CEO. I know it will benefit me but want to see how it will benefit others in the office.

Why can't I see all the JOBS in Project Management when I try to do Commitment COs. Some jobs are listed but not all. This prevents me from entering a revision in Commitment COs.

Can someone direct me to a knowledgebase bulletin about entering approved change orders in PJ?

Hello, I use the Sage 300 Construction Correspondence log in the Project Management Module. I often have to hand type out 8-10 lines of repetitive information for each subcontractor I enter in the log. Is there a way to give the system the name of a…

Is anyone aware of a way in Sage to have an alert sent to our Project Managers when items are received for their jobs? I have been told that this isn’t an option that can be created in My Assistant because it relates to the Purchasing module. Any insight…

I have 2 Cost Codes that have randomly stopped working for 2 users. I am the Admin and it won't let me use them for 1 specific job only. The other 2 users is for any project. Won't allow them to be used when entering a Change Order Request in Project…

We are getting more requirements from our Owners to formally report our Tier 1 and Tier 2 Diversity spend. We have all of our subcontractors set up in Procore with their diversity status but it looks like getting the spend report out of there is not going…

We have been using the PJ Log addin for outlook. However, our project managers think it's too time consuming. So they do not use it. I have to admit it does take some patience to create a log entry. So just wondering if anyone is using a better alternative…

Does anyone use the Subcontract Compliance feature for both Private AND Public Works projects in California? From all the articles i've read, the standard setup and options are not conducive to our state and customer requirements. I'm wondering if anyone…

I'm having trouble joining the JC Job Master file with the PJ Job master file. This seems like it would be straightforward joining "JOB" ON "JNUM" but it's not working. Any ideas?

Good morning! I've noticed that when I have a change order that has numerous change requests pulled into it, my system can't handle it. I have to add a few slips at a time then save and continue unitl I've pulled all slips in, IF i can even get that…

When a vendor sends their credit note related to a commitment and subsequently provides their corrected invoice bringing amount invoiced to full value of commitment, we can't successfully enter the subsequent invoice and have to create a POCO to increase…

Hi, Has anyone had issues when working in Subcontractor Compliance Management via Project Management or Accounts Payable? I am having an issue when clicking on the Misc tab, it kicks me out and produces a message that the Application (PJ or AP) has…

There are times when I enter a Time & Material change request for a certain price, but there shouldn't be an estimate, so 0.00 estimate. Sage is automatically prefilling the estimate from the price. I am not selecting "Prefill Job Estimate". The only…

We are new to Project Management and are in the process of setting up roles. Does anyone have a list of roles that work well for your company that you would be willing to share? Also, any pitfalls you wish you would have been aware of would be helpful…

Has anyone had this issue before? Do you know how to fix it? Supposedly this would happen to use every few jobs and our A/P girl had a sequence on how to fix the issue. She is currently away and we have no clue how to resolve this matter. I don't know…

I am trying to streamline our process for creating submittal packages. Currently we create all of the submittals then create a transmittal and add the submittal items (including their attachments.) Whether I "Send" or "Print" only the Transmittal and…

We set up separate jobs and contracts for different buildings on the same property (same owners), so we have several commtments that are associated with more than one job. They show up correctly on PJ Reports by job, but do not show up on inquiries by…

Good afternoon, Seeing if anyone has found a good way to account for contract allowances. If a contract has a built in allowance it's noted in the original contract, but trying to fid the best way to track and bill against that allowance. I haven't…

All, I am trying to launch the Project Management module from the Desktop version of Sage 300 CRE and am getting the below error. I've searched the KB and found an article, and after attempting the suggested fixes(there was no registry files for timberline…

So there is an inquiry in JC - Inquiry - Committed Cost - Back Charge I looked at the setup and it appears to be using a txt field on the JC Commitment CO Type. The field is not available in PJ and is strictly a type in the box - so you could miss type…

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,…

Hi all, For the past few months we have been using the Project Management system to enter Meeting Minutes. Formatting the Minutes is painstaking. There's no spell check and you can't use tab or bullets. Does anyone have any tips or tricks they have…

I need to know where is the information pulled to create the Subcontractor Contact List in Project Management? {PM -> Reports -> Job Contact Lists -> Subcontractor List} I have found that even if the vendors/subcontractors are listed when the job is set…

Is there a setting (per job or per user) in the Change Request function, that when you enter the amount in the Price tab that it will auto-fill the same amounts in the Cost Estimate tab {or vise versa}. We had an admin leave and this is how her jobs were…