Construction

Has anyone built out a dashboard or report view for a traditional bid board for an estimating/sales team managing multiple bids with various sub-contractors successfully? 

we are looking to a pricing type based on Project Price Class vs Customer Price Class.  Has anyone been able to accomplish this in the system.  We were exploring a customization for this but the price is coming back at $18,000.  i am looking to see if anyone else has come up with a solution for this.  We have 5 products with 6 different prices.   Thanks in advance for any ideas.  

Has anyone found a solution for onboarding new vendors? I saw where Acumatica may be working on an online portal for customers/vendors, but in the meantime can anyone recommend and external provider that allows the vendor to go online and enter their own information that can integrate with Acumatica, or be pulled and then imported to Acumatica manually?

Hello all,How can one create task situated under Activities tab in PM301000. I came across Task templates screen, so I mapped the values and then setup the biz event that should be triggered when the Project status changes to Active. But it is not firing off. Can anyone guide me on this?

Hi ,I have an expense which affects multiple projects. Can I enter one AP bill affecting multiple projects ? Thanks,Dulanjana 

With the latest update, Projects can now be marked as Active, Completed or Closed. When a project is marked Closed, I am unable to get the project transaction details. That box is now greyed out. Yes, I could click around for each line and get it, but a lot of my PMs like to refer back to closed jobs to see some of the details. Has anyone found a work around to this? Is anyone else frustrated? 

Hello All,We have a client migrating from Dynamics SL where they have the option to update the Cost at Completion with every Budget Revision.  They may have multiple Budget revisions on a single day, especially at the end of month.  We would like to recreate this functionality by creating a Cost Projection by Date for every Cost Budget in Acumatica, but are limited due to Acumatica only allowing one cost project for a date.Is there any plan to allow multiple Cost Projections by Date for a singe date or revise/correct a Cost Projection for a date?  Or..has anyone found a work around to allow multiple cost projections for a single date?Thanks!

After integrating Avalara and enrolling in the SST program, we had to map tax category codes and inventory ID’s to tasks used in billing. We started with tax category codes and only Avalara. The duplicated line items did not begin until we enrolled in the SST program and began using inventory ID’s (as instructed by Avalara).Has anyone experienced this issue and found a resolution? The duplicate line items appear whether it’s an older project (prior to Avalara integration) or a new project (after integration). Also, we use milestone billing for projects.

We are using the “cost projection by date” feature in 2026R1 to forecast WIP and Over Billings.  It is a very useful tool.  However, to match our month end, it would be beneficial to use to use the post period as the cut off for transactions rather than the invoice date.  Sometimes the post period does not match the invoice date as a result of month end accruals.   By not matching the post period with our month end it causes errors in our WIP and Over Billing calculations.   Is there a way to change the cut off to post period rather than invoice date within Cost Projection By Date?

We have a client running Acumatica 26R1 that operates as an Engineer-to-Order (ETO) manufacturer. Their projects often contain hundreds of budget lines, and they are utilizing the new Revenue % Complete calculation method for project billing.One challenge we are encountering is preventing the revenue-side % Complete calculation from exceeding 100% of the revenue budget when actual costs exceed the original cost budget. In these scenarios, the project may legitimately run over budget on costs, but we do not want the Revenue % Complete billing calculation to generate billings beyond 100% of the contract/revenue budget.Has anyone found a standard Acumatica solution to cap the Revenue % Complete calculation at 100%? I have experimented with billing formulas but have not found a reliable way to prevent over-recognition when costs exceed budget.At this point, I am considering a custom Generic Inquiry with a Business Event and automation process to calculate and update the revenue-side comple

Hi, In the project record, I configured the Project Group with the intention of limiting visibility so that not all users with project access can see the project records. Specifically, each project manager has their own group, and only members of that group—such as the project administrator and coordinator—are allowed to view their respective projects.Additionally, I enabled the Restrict to Employees option for the foreman role. and set up their name under the Employees tab. Please note that foremen do not have access to the project record itself. The purpose of this setting is to ensure that foremen can only select projects in the Daily Field Report (DFR) that are assigned to them.Based on my understanding:Project Access controls visibility and access to the project record. Restrict to Employees controls access related to time activities (e.g., DFR and timecard entry).However, based on my testing, when Project Access settings are enabled, the Restrict to Employees functionality does n

I’ve generated my T5018 efile and while reviewing it there is a vendor who shouldn’t be on the report as they only supply materials.  I’ve reviewed their vendor record and confirmed that they are set up as “none” under CRA Reporting Type.  Is there any where else that I should be looking?

The new Project Address fields implemented in 2020 R2 to replace the single Project Site field is definitely an improvement.  But I wonder why it isn't configured as a selector whereby the user can select from the customer's locations, like the Default Location.  Have others encountered this?  How are you handling it if so?  

The Project is a field in the POReceipt table - but it appears after upgrading to 25R2 from 24R2 it is no longer visible and can not be added via screen configuration. Is this true?We got our total cost back - now the Project is gone :/

Wonder if anyone has started looking into the new Materials Management feature in the Construction edition and if so, any thoughts/feedback on it?It looks like it shows promise but we aren’t going to be using this in a typical construction scenario since we are focused on Custom Engineering projects and simpler/smaller types of transactions where we aren’t using hundreds of materials. Thank you.NOTE for Acumatica, please add a Tag for “Material Management” for posts.

Has anyone modified the AIA report to allow for parameters?  Also, can a modified report be set up on the project>mailing & printing tab to be the default format?

Is there a way to email AIA invoices similar to how the Proforma can be automatically sent?

We’re about to start a construction project for a third party.  We’ll be billing them all construction costs (without mark up) plus a management fee.  We will be providing them Cost Reports on a monthly basis and need the management fee to show as a cost of the project.  All of our other projects have been in house so we record the management fee twice - once to the developer as revenue (through an invoice) and then a second time as WIP to the property company (through a bill).  Only the WIP gets the project details. Since this is an external client we don’t have access to that second entry.It “feels” like I should be able to put the project related info on the AR line of the invoice so that it will be picked up on the cost reports.  But, that doesn't seem to work.I can’t believe we’re the only builder using Acumatica for external clients.I’ve also thought about recording the invoice with three lines so that it looks like thisdr A/R    cr fee revenue, proj xdr COGS, Proj external, task

Following an upgrade to 25R2 Build 25.201.0213.3 this Known Issue is still occurring. The current Solution indicates updating to 24R1 or new for the fix…. is there a solution for 25R2 that anyone is aware of? This error occurs when a Requisition has an attachment at the line level, preventing the PO from being generated. The workaround requires users to remove attached documents from the document line level prior to creating a PO. This is problematic because File Attachments added to a Requisition at the Document level do not get attached to the related PO.  

I am using the above reference to implement this. On the Projects screen, I have two tabs: BTC and HWP. The HWP tab contains multiple UDF fields that should be visible only when the HWP branch is selected; otherwise, they need to be hidden.  After implementing this, the fields are not showing under any condition. Whether I select the HWP branch, BTC branch, or any other branch, they remain hidden. Could you please guide me if I am approaching this correctly?

We are currently on 2025R1 and noticed this week that we are unable to add a new record from the Subcontracts primary list. When it was reported by a user, I checked user rights and this individual has full access to that screen.  I as an admin also am no longer able to see the ‘+’ sign to add a new record form the SC3010PL screen.   As a workaround we are able to add a new record by opening an existing record and clicking the ‘+’ from there, or from the Commitments screen of a project. Our production instance is: Build 25.101.0153.9 + Our Sandbox, which is build Build 25.101.0153.2 +, has the ‘+’ on the pl list.  I even made a copy of the Subcontracts PL in our Sandbox, exported it and imported to our Live instance, and the ‘+” is no longer visible.  Wondering if anyone out in the community has seen this behaviour and/or what else I should do to troubleshoot it?   There was a patch applied to our Prod instance last week so am wondering if this might have anything to do with that. 

Hi, we have a subcontract that incurred backcharges for scope that was bought out by another company that ran the subcontract total amount into the negative. We recently changed our ERP to Acumatica and we are looking to track this backcharge but cannot process the change orders that run the subcontract into the negative.How can I track this negative commitment amount for my project buyout summary?ex. Subcontract A issued for $5,000. Subcontractor A failed to perform work and another Subcontractor B bought their contract for $5,100. We need to process a deductive change order for the buyout amount to accurately track the money owed to us by Subcontractor A for the increased cost of Subcontractor B.