Construction

I’m using the Construction Edition (R1 2025), and running billing through Projects. I click Run Billing, and the system reads all the expenses in my “MAT” task (Job Materials), and marks them up by X%, and then puts them on the invoice. Now, I’d like to combine the Job Materials into a single line, to mask individual component costs from my customers. I don’t want to charge them for Widget 1 = $10, Widget 2 = $3, etc… I just want my invoice to show “Job Materials = $13” on a single line, regardless of how many expense items hit the “MAT” task.I believe the best way to do this is to modify the Printed invoice form, rather than any billing rule logic. I’m fine with the PM641000 screen showing each line in detail; as long as the PDF I send to customers displays a single line, I’d be happy. Has anyone had experience doing this? I have had two different sets of consultants try and fail so far. They’re still trying, but I wanted to ask the community. This seems like it would be very common i

Dear community!We always listen to your feedback and it is very helpful and valuable.I’m glad to share that in 26R1 we are introducing improvements to Project–Branch defaulting in Purchasing and AP documents. More details will be available in the release notes soon.We are continuing to move in this direction. At the moment, our main focus is on Employee Time Cards and Employee Time Activities in combination with Payroll and corresponding Project transactions and Journal transactions.We would really appreciate your feedback, especially around real-life payroll and time entry scenarios. In particular:Do you have cases where employees enter time for projects that belong to a different branch than the employee has, and this creates issues after time is released or payroll is processed? What is the semantic of the branches of such clients? Which payroll (built-in or external) is used? What branch do your customers expect to see in the project expense and employee liability and why? Which

We have recently upgraded to 2025R2 and with modern UI on our Change Orders require to be released after final approval. With Classic UI it still works as expected where Final Approval results in Status Closed How do I update the modern UI to go straight to Status Closed after final approval instead of Open → Release

in the left image there is no construction project management while in the right there is. They are the same build version. Is there any explanation about this ? thanks  

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?

We often work for General or Electrical Contractors, who are not tax exempt. However, the project we are working on may be tax exempt. Since we use Avalara, the Project Revenue Tax Zone must be AVATAX—but there doesn’t appear to be an Entity Usage Type field to communicate to AVATAX that the project is exempt because it's a hospital, school, etc. The exemption type is important in completing tax returns for several states we work in, but as far as I can tell there is no such field in Projects!How do we set up the Project so that Avatax knows 1) the project is exempt and 2) the type of exemption (entity usage type in Customer). We can’t just add the Entity Usage Type to the GC/EC account, because we may be doing one project at a school and another at a federal building, both billed to the same GC/EC. It really needs to be specific to the project. Having to remember to modify the Project Billing invoice before posting is a hassle, so would love it if I’ve just missed something simple.

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.  

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.

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 :/

Hi,We have a client using Production Orders who also tracks production costs against Projects.They have a unique accounting requirement where the WIP Account and WIP Production Order Variance Account on the Production Order are configured to use the same GL account.The issue occurs when the Production Order is completed/closed. Acumatica reverses the Production Order costs from the Project and posts the amount to the same COGS account, but the offsetting entry is posted to the Non-Project (X) Project. As a result, the cost is no longer reflected against the original Project as desired.One solution I’m considering is creating a Generic Inquiry, Import Scenario, and Business Event to automatically generate a reclassification that moves the COGS amount back to the appropriate Project once the Production Order is completed.Has anyone encountered a similar requirement or found another way to handle this using standard Acumatica configuration? I’d be interested to hear if there is a cleaner

Hi Everyone,I’m having an issue while setting up a project budget in Acumatica and would appreciate any guidance.I tried to upload the Revenue Budget under the project, but the system did not upload all of the data from my file. In addition, one of the cost centers was uploaded incorrectly. Acumatica assigned a cost code/number that was not included in my upload file.The issue is that this cost code is not set up in the Cost Code list. I tried to select the correct cost code from the available list, but Acumatica does not accept the change and automatically repopulates the incorrect/non-existing cost code.I am now receiving the following error:Error: Unhandled exception has occurred, your changes have been rolled back: Error: An error occurred during processing of the field Cost Code: Error: 'Cost Code' cannot be found in the system.I also cannot delete the affected budget line because of this error.Has anyone encountered a similar issue with Project Budget setup or budget uploads in A

Hi,Is it possible that Compliance is shown at the subcontract level only rather than at a vendor/projects level? We don’t want warnings displaying for expired compliance when users have a project or vendor screen open We want the warnings to display on the Process Payments/Checks screen if there is compliance expired on any of the lines on ScreenId=AP505000 for example beside the Vendor field 

As a part of our current process we need to individually type “100” for each line before we can “Run Billing” to generate the ProForma Invoice.Is there a way to have an action button that could complete this or a way to enter into one cell and copy to all of the others? Any Recommendations.Thanks!

I have not been able to find a successful method for this yet.Wrong stock item was issued to a project/cost budget. The correct item has since been issued, but trying to remove or reverse the wrong item out of the project. I can do a receipt or adjustment back into stock on the inventory side if needed, but I am unable to determine how to reverse the issue project transaction to correct the project. Thank you,Greg

 Dear Community,We’re preparing our reporting framework to support parent–child project hierarchies.We want to hear your thoughts on how each existing report (from the list below) should look and behave when it’s run for a parent project versus a child project. Your input will help us avoid double‑counting, make drill‑downs intuitive, and keep financials audit‑ready across rollups.What feedback we’re collecting:UI expectations per report: what should change when the report scope is a parent vs child project? Aggregation rules: what must be summed, averaged, recalculated, or eliminated at the parent level? Filtering & drill‑down: which filters, groupings, and drill paths are essential (e.g., Parent → Child → Cost Code → Transaction)? Gaps: any missing reports you rely on for parent-child project management that aren’t listed below.Please evaluate your feedback against these parent–child project types:Parent Project – container only aggregates cost and revenue from child projects e

I’ve seen a few other posts mentioning odd behavior with different time zones between employees.Here is what I need to resolve - User A - Eastern Time Zone. Branch A. They create a time card with 8 hours on Monday - Saturday, so 48 hours total.User B - Central Time Zone. Branch B. They view User A’s timecard and can see 8 hours Monday - Thursday but Friday is now showing 16 hours, nothing for Saturday. Tried creating a second work calendar with time zone of EST and work hours 9am - 6pm but same issue. This is causing issues because User B is the one that would be processing payroll and it’s posting incorrectly.  

Hi Team,We have an issue with a progress draw project in Acumatica. After the second progress draw invoice was processed, there are new revenue budget lines created and negative amounts sitting in the pending invoice amount column. The positive amounts entered in the pending invoice amount column correspond to what the actual amount is currently short by.  The net impact is $0. The new lines were created by the system after the second progress draw was done. We tried running billing and invoicing the amounts, but they didn’t clear out. Why did this happen? And how do we fix it so we can process the next progress draw?Please advise

We are trying to implement Acumatica (Construction) and we would like to have 2 allocation rules 1) for fixed price projects where COGs and Revenue is recognized as a % of completion and 2) an Allocation Rule where costs, including overhead, accumulate in WIP until the project is invoiced.We are 99% there with the fixed price, but for time and material, the Allocation Rule is crediting the overhead expense for the correct amount, but is showing a negative expense balance on the project.  The GL accounting is correct, but the project accounting is not.  Any help on modifying the allocation rule would be appreciated. 

Variance Amount columns for example only display in Classic UI

Hi,I have a client that presist that “Pending Invoice Amount” was incorrectly calculated before/after completing project.I have advised with offcial exaplanation Acumatica is that “If the line is billed based on amount, you specify this value manually” & advised this is manually editable.Could there be any other explanation for this behavior?  

As the title says we changed our budget layout a year later.  We reclassified many transactions through the Reclassify Transactions process screen.  Worked great for the Cost Budget but then noticed that in the Revenue Budget everything put through already appears to be a negative:  On an old tab I noticed that the Reclassification screen was still loaded with transactions I didn’t reclassify (because they didn’t add with the Cost Budget #’s I was looking for).  However on one line in the Revenue Budget it’s value for Actual Amount was the exact same as the 2 transactions showing that I didn’t reclassify.  Little confused here.This is going to seriously mess up our AIA report.  I reversed all 80 of the GL reclassifications I did believing that would fix the Revenue Budget; however it did not.Any help would be greatly appreciated; not sure what I did wrong nor how to fix it. 

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

Is there a way to “Close” inactive projects? When we updated there is now a “Close” option in projects after “Completing” a project. I’d like to close all of the projects we have complete that will allow me to “Close”. Is there a way I can mass close without going into each individual project?

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. 

We had a customization made to handle Item requirements in Projects. We transfer the product from our Stock warehouse to the truck our team uses. Then, when relieving the material to the Project, we want it to come off the truck, but instead it defaults to the Stock warehouse. This results in sometimes 50 lines that need to be individually altered, thus our need for a customization. Any recommendations for a better process - ideally, someone who transfers inventory to a different location before it is relieved to a project?