Sage Construction & Real Estate

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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?

When you cut a check and print a Lien Waiver, can you customize the form to include "paid to date" on a job for that vendor?

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?

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…

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…

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…

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…

We're looking for a way to indicate the status of a project, but the default options (which appear to be uneditable) don't sufficiently address our company's needs. Is there any way to edit/add job status options?

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…