• Why can't I see all the JOBS in Project Management when I try to do Commitment COs

    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.
  • 6-12 - Project Work Center - Any way to copy custom menu from one machine/user to another? Or can a custom menu be made the default for all users?

    Hello, we're working on Sage 100 Contractor version 25.1.330.0. Is there any way to copy a custom Project Work Center menu from one device/user to another or to make the custom menu the default for all users?
  • why is screen 3-5 missing units from approved change orders?

    We entered original budget with units (quantities) and a few approved change orders with quantities. But original quantities and only part of the change order units are appearing in the 3-5 budget screen. The 3-5 budget screen is leaving off part of the…
  • CORRESPONDENCE LOG - ADDING MULTIPLE LINE ITEMS AT ONCE

    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…
  • Notify Project Managers When Items Are Received

    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…
  • Access Level of Sage Users - What Does Your Company Do ?

    I'm curious to know how other companies use Sage. We currently have 1 person who can do everything - all posting, deleting, voiding, etc. This is also the only person who can cut checks and post adjusting entries straight to the general ledger. We have…
  • Subcontractor and Tier 2 Diversity Spend

    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…
  • Subcontract Compliance - Release Management in CA

    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…
  • Project Management Role Setup

    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…
  • Error Message in PM-"job does not use project management change management system"

    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…
  • Commitment BackCharge Inquiry

    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…
  • Meeting Minutes - formatting in PJ?

    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…
  • Project Management: Change Request entries auto-fill in all tabs (Price, Cost Estimate, Vendor)?

    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…