Construction

Discussions about construction edition features

  • 231 Topics
  • 688 Replies

231 Topics

R
Freshman I
raphrfFreshman I
asked in Construction

Blueprint Annotations (Feature of 2022R2)

Hello, I saw that there was during the presentation of the 2022R2 a point which is in development: Blueprint annotations. Does anyone have any details on this? This is a feature I was waiting forThanks

3
joelhoffman
Acumatica Moderator
10 hours ago
S
Jr Varsity II
shuang57Jr Varsity II
asked in Construction

How to use the report of "employee hours by project and task?

Hi guys,I’d like to use the report of “employee hours by project and task”, but when I choose an employee here as the owner, and click run report, what I got is an empty sheet. Does anyone happen to know how to use it? Or is there somewhere else I can extract the information of employee hours with detail in the form of report (I’ve tried the report of “employee hours”, it doesn’t contain the detail information I need)? Thank you all. 

2
joelhoffman
Acumatica Moderator
10 hours ago
J
Freshman I
jvinski71Freshman I
asked in Construction

GL account assignment for items on projects or service orders/appointments

Hi,I need to setup 2 different type of projects, one that sends all the project transactions to a WIP account (this is the current setup) and a second type that send all the transactions to another GL. Right now the GL settings on the items dictates where the amounts are posted, is there a way to bypass that setting for a specific project. Keep in mind, we have different items that hit different account groups on the same project.

0
J
Freshman I
10 hours ago
A
Freshman II
aaronthomas82Freshman II
asked in Construction

PO or AP bill - Default GL from project task

Is there a way in Purchase Order or on AP bills to default the GL account by selecting the project and project task?

0
A
Freshman II
4 days ago
J
Freshman I
jsheehan56Freshman I
asked in Construction

Paid to Date on Projects

My clients frequently request an ability to show Paid to date values for a specific project (AP and PR), and dollar received on a job (AR) cash entries are not job costed in the current iteration of the system.  What workarounds do other partners utilize to satisfy client requests for paid to date values on a project?

2
H
Acumatica Employee
6 days ago
D
Jr Varsity III
dmzasdfJr Varsity III
asked in Construction

How to remove budgets from project templates?

Hi,For the given project template, the project template screen revenue and cost tabs show $0, the project budget screen has 0 records, but a the PMBudget table has 21 records.The GI we built to analyze project budgets is including the project template due to these 21 records, so does anyone know how to get rid of these records?Thank you,Dave Z

4
D
Jr Varsity III
6 days ago
S
Freshman I
SharonrockFreshman I
asked in Construction

Acumatica with Procore and Billing Rates

Looking for anyone in the Construction Industry that is charging projects a “Billable Rate”.We are moving into acumatica and are looking to use the timesheet entry screen for timesheets but need the system to be able to charge the jobs a billable rate from the hours on the timesheets. Then be able to see the actual “cost rate” on the project to see profitability on the projects.Has anyone come across this?

2
kbeatty21
Semi-Pro III
6 days ago
M
Freshman II
matthewbeebeFreshman II
asked in Construction

Appears to be a bug in Inventory Adjustments with Project-specific inventory

A positive inventory adjustment made directly to a project/task hits the project ledger as a negative qty/cost on the project ledger….  everything else in the GL and IN modules appears correct, but the project ledger is wrong. the workaround it to do the adjustment to project X (this avoiding the incorrect project transaction) and doing a transfer into the project… but in current release of Acumatica (22R1 and prior) this doesn’t completely solve the issue from a reporting standpoint, since transfers still don’t hit the project ledger at all….  would be nice to have that fixed btw… I have a business event setup to properly create a project transaction after the transfer.But this seems to be a legit a bug unless I’m missing something obvious… -Matt 

2
M
Freshman II
10 days ago
B
Freshman II
bob39Freshman II
posted in Construction

Project Tasks vs Cost Codes

Both Project Tasks and Cost Codes provide ways to break out project transactions into data subsets.  To better understand Acumatica’s design, would love some forum user feedback as to real world examples of the following:Project Tasks Cost CodesAny explanation of the difference between these two data elements would be most helpful.Additionally:Are there instances where a single Project Task might be sufficient?Our company is not engaged in vertical construction projects, so looking to better understand the difference between these two data elements and how they might be applied to natural gas pipeline installation projects (labor, equipment rental, materials), natural gas pipeline repair projects (labor & equipment rental), and billable service projects (labor only). 

7
joelhoffman
Acumatica Moderator
10 days ago
B
Freshman I
brandontfrankFreshman I
asked in Construction

Construction Cost Projections > Copy Revision > Refresh Budget but Keep Projections

Is anyone else using the Cost Projection module in the construction edition of Acumatica? It works OK for us but one nuisance is the copy revision. When you copy revision there is a checkbox for ‘refresh budget’. When this is checked, the new revision will have the latest and greatest actual costs - great.However… it also resets the budgeted fields. This is problematic because say we have a cost code that we deem 100% done but now after the Copy > Refresh - that cost code is back to its actual percent complete.Does anyone know if it’s possible to have the system KEEP projected costs + quantities? The only way around this we’ve found is exporting the finished copy (with projections modified) then reimporting that after the new copy is created.  

2
H
Acumatica Employee
10 days ago
toonsix
Freshman II
toonsixFreshman II
asked in Construction

Visual project planning board in the Acumatica Construction Edition?

Hi:Is there in the Acumatica Construction project management module a project planning and status board where one sees in calendar/Gantt format all the projects, and where one can schedule a new project using drag and drop? Somewhat similar as in Field Services edition or now in Acumatica Manufacturing Edition -Advanced Planning and Scheduling - Visual graphic.This is so basic to project management.I hope that SmartSheet has it. I have to check it out.Or does Procore have it?I appreciate your help.Toon SixToonSix@intercs.com

4
joelhoffman
Acumatica Moderator
12 days ago
Quest
Freshman I
QuestFreshman I
asked in Construction

Project cost Movements

Is there ‘a movement in saving or <overrun>’ or similar column available for the project cost budget screen? Or a column for Movement in Estimated Final Cost? This would = last cost at completion - cost at completion. Thanks,  

2
joelhoffman
Acumatica Moderator
12 days ago
J
Freshman I
juneterris87Freshman I
asked in Construction

Last Cost Transaction Date on a Project

HiCreated a GI showing lots of details on projects and their cost and revenue budgets.    I can pick up the last invoice date ok but now looking for the date of the last cost transaction on the project anyone managed to populate this date?

5
J
Freshman I
18 days ago
R
Freshman I
raphrfFreshman I
asked in Construction

Project items localisation/segregation

Hi,I’m almost new in Acumatica. Is it possible to add a column in order to group or to sort items for a project quote or a project?My target is to distinguish between different parts of my project (not phases).Thanks 

0
R
Freshman I
19 days ago
D
Jr Varsity III
dmzasdfJr Varsity III
asked in Construction

Project transactions suddenly failing to closed tasks

Just experienced that we are no longer able to run our over/under project transactions against closed tasks. All business units are needing to re-open tasks to get through the August close whereas this has not been required in the past and we cannot see where this is controlled or determine causality. We are helping where asked to mass activate tasks, but that’s not a long term solution.We are self-hosted on 2021R2 with no recent software updates and no known related configuration changes.Any ideas including whether you are able to project transaction against closed tasks would be great!

1
D
Jr Varsity III
19 days ago
Laura Carpenter
Jr Varsity III
Laura CarpenterJr Varsity III
asked in Construction

Dashboard Widget for Expense Receipts

Has anyone successfully created a dashboard widget to show open expense receipts (screen ID EP301010) that have not been claimed without creating a custom GI?

3
kbeatty21
Semi-Pro III
20 days ago
laura01
Pro I
laura01Pro I
asked in Construction

Error appears in Prepare Payments when AP Bills being paid have lien waivers

Hello,Has anyone seen this error appearing in AP Prepare Payments, when the AP Bills have manually added lien waivers on them? Our version is 2022 R1. Thank you for any advice you can give. 

4
laura01
Pro I
20 days ago
laura01
Pro I
laura01Pro I
asked in Construction

Error in Proforma Screen, "An Item with the same key has already been added."

Hello,History: One migrated project had an error in previously billed amounts and needed adjustments.I tested the planned correction in a test tenant first and had no issues, so proceeded to repeat the same steps in Live.I followed the normal project-retainage migration steps to first create an AR Invoice dated 4/20 using Receivables Migration Mode.  I used Project Migration Mode to import a Proforma, also dated 4/20. The proforma import worked and it’s connected to the newly created AR invoice. I created a PM Transaction, also dated 4/20, representing the Revenue amount added, using module = AR.   I turned off both migration modes and ran the Recalculate project process. Then I ran Billing for the project and it produced the next Proforma.  The AIA is good, our amounts are now corrected.However… an error appears when selecting the new proforma from the PL, and when selecting subsequent pro formas created in the same branch using the same numbering sequences. (In my test, no errors occ

4
laura01
Pro I
22 days ago
khalme
Freshman I
khalmeFreshman I
asked in Construction

AIA Report All Items

When an AIA billing is generated on a project with many items and some items don’t have any billings, the AIA report only shows billed items. Project owners want to see the AIA billing with all items, including those with no billings yet.I’m I missing an option to include all items on the AIA report or does this need to be a customization to the report?Here is the Revenue budget showing the item with no billing.Here is the AIA report missing the item above (this is one example, but many items have $0 billing and don’t show) 

2
khalme
Freshman I
23 days ago
A
Freshman I
Angela Bloomer ConstructionAcumatica Director of Product Management
posted in Construction

Forecasting in Acumatica

Are you using Project Budget Forecasting (PM209600) or Cost Projections (PM305000)? If yes, are you getting the desired results? Do you wish you could do more?  If no, why not? Do you need additional functionality for your specific workflows? Could you use a short training session to get you started? 

23
Quest
Freshman I
26 days ago
Quest
Freshman I
QuestFreshman I
asked in Construction

Subcontracts - Change orders to subcontracts + button missing

 Is there a reason that the product doesn’t allow for a change order to be created to subcontracts directly from the subcontracts details area? We were expecting to see the add button (+) . What would be best suggested work around in anybody else experience?

5
mike.gillum
Acumatica Employee
28 days ago
C
Jr Varsity II
chidaoJr Varsity II
asked in Construction

Cant find Specific Lot/ Serial Number

When I create SO I can select a specific Lot/ Serial Number but I check stock that item with lot is still there I got this issue for all items with check lot on set and only when I link with the project.Please see our setup for the project as below:   

5
Julia Lukina
Acumatica Employee
1 month ago
A
Freshman I
ASarkisian35Freshman I
asked in Construction

Certified Payroll Construction Edition

In the midwest weekly certified payroll reports are required with activity or without. The ones without are called and Mark as “NO Work”.   AAtrix and Acumatica only produce certified payrolls when there is activity.  Is anyone aware of a method for changing this so all reports are printed Thank you

1
Laura Carpenter
Jr Varsity III
1 month ago
B
Freshman I
brandontfrankFreshman I
asked in Construction

is it possible to turn off project tasks from defaulting in certain modules?

We have specified a default task at the Construction > Project level so that individuals entering time don’t have to bother with a task.However this delegates to everything. Our accounts payable team has to manually tab back after selecting the project and change the task in modules such as Bills and Adjustments.I know there is coding that tells it to look for default task selection and insert if yes but don’t have experience with modifying to that degree.

3
B
Freshman I
1 month ago
C
Jr Varsity II
chidaoJr Varsity II
asked in Construction

Sales Order - Change default Salesperson

Currently, Sales Orders take Salesperson from the Customer level. Is it possible to change the setting to take Salesperson as Project Level? 

1
Naveen Boga
Captain II
1 month ago

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