Construction

Hi everyone,I have a customer who has a requirement like this. After they setup the project, they want to create a project budget, review it and then lock it. At the same time, they want to create a project budget forecast for this same project. If there are changes to the Revised budgeted quantity and Revised budgeted amount values in the project budget forecast, can they update the same columns in the project budget ? I have tried doing this, but when I click on the “Update project budget line” command in the project budget forecast, it does not update the same values in the project budget. Is there a way to achieve this functionality ?  ​Please ad

Hello, I’m looking to pull together a report or GI that can show our PM team the inventory that has been consumed (issued) by each of their projects. The report/GI would need to group together each SKU that’s been issued. For our company, we are issuing material as a way of consuming it out of our inventory and into either production in the factory or directly sent to the job site. For example, we have project A and B and inventory items 1,2 and 3. I need something that shows us for project A, how much of items 1, 2 and 3 have we Issued and the same thing for project B. I have looked into the Project Cost History report, but this doesn’t show us the SKUs that have been issued. Thanks!

To our clients looking to move to Acumatica, the Employee Time card function in Construction seems pretty cumbersome.   But I hope someone can point me to better ways to do the following:How do you enter a note for a specific day of the week that can appear on invoices?   The only workaround I can think of is to enter a line for everyday… OT entry seems cumbersome - Is adding a new line with the OT earnings type the only way?   Thanks.

We are experiencing an odd behavior related to the cost projections module, Projected Completed (%), and importing previous revisions. I’ll try my best to explain this one…When I import an Excel file that has Projected Completed (%) already populated from a previous revision… certain rows (screenshot below) aren’t adding up properly. It shows 100% complete, but why is there still values in the Projected Quantity to Complete (11.22)  If I manually override that 0 and enter ‘1’  in the Projected Cost to Complete, this happens. Gets closer to the real number.  Then if I switch it BACK to 0… it’s correct.

Hi Team,I have a question regarding the contract billing in the system. All I want to know is what are the steps which I need to follow to create the automation schedule for the automation of contract billings. Kindly help me to sort out this matter with clear steps.Also it will be really helpful, if anyone can explain it by screen shots of the system with an example.For an example, I have created a customer contract which needs to be billed by monthly. The contract period should be 01 year and the invoice should be generated monthly. Therefore, I need to create the invoice automatically by the system and save it as a draft without my intervention.Appreciate your support. Thank You and Best RegardsYashodha

Has anyone integrated Bid to Win (B2W by Trimble) for brining projects into Acumatica Construction? Is it through an API or custom CSV? Would love to talk

Hi,If a user submits time for a project under Employee Time Activities but the approver is not the original project manager linked to the project, that time will still show up under the original Project Manger’s list for Approve Time Activities and under the other approver also. Can someone confirm if this correct and also confirm that this will not happen for non-project related time. I tested both scenarios and it seems to be the case. Let me know. Thanks,@FrancesPantelidakis24  

Question, we have a client that requires the need to bill different customers to one construction project ID? Is this possible? I don’t think so but wanted to check? Also, can change orders be imported into projects? Please let me know. If multiple customers cannot be linked to one project any suggestions? 

We have a few common dashboards for different groups created. We are setting them up as user home pages - however I don’t see a way to save the parameter filters to their specific Branch/project manager. Is that possible instead of having to select it everytime?

When posting our payroll entries, we are utilizing additional Account Groups for tracking between Regular and Overtime labor. Often our projects do not anticipate or budget for Overtime, and the transactions get posted creating new cost budget line items to reflect the amounts. I know about Recalculating Project Balances to get the Actual Quantities to pull forward, but doing so requires that a UOM be applied to the budget line item. Is there a way to set a default UOM for new budget line items based on Account Group or other? I’m hoping that it’s a setting in the background I’m just not familiar with as that would prevent the need for constant spot fixes and balance recalculations. 

Hello all,We are new to Acumatica (Construction Edition).  We are running 2023 R2.  Does anyone have experience with processing joint checks in receivables? We are a subcontractor and the GC issued us a joint check to us and our vendor.  We endorsed it and sent it to our vendor.  Now we need to apply this to AR draw as well as AP bills.  There doesn’t seem to be an easy (or any) way to do this.  All we see for joint checks is to issue a joint check for an AP Bill.  But we are looking for information on how to handle incoming joint checks.  Any pointers are appreciated. 

In Projects screen (PM301000) When I click the Status changed to Active State (By clicking the Activate Project the status Change to active from In planning) , I need to Create a Task (CR306020) in the activities tab add added as a row to it. also I need to pass some parameters from summary tab to  task form. like;PMProject.ContractCD = CRActivity.SubjectPMProject.StartDate =CRActivity.StartDate_DatePMProject.OwnerID = CRActivity.OwnerIDbelow is the error I'm getting and the code any help to resolve this sss using PX.Api;using PX.Data;using PX.Data.DependencyInjection;using PX.LicensePolicy;using PX.Objects.AP;using PX.Objects.AR;using PX.Objects.CA;using PX.Objects.CM.Extensions;using PX.Objects.Common;using P

Hello Everyone, I am new to Acumatica and will need your support.Please is there a way to fix the below error message on Acumatica? I got the error message when I tried to download the project cost report (PCR) Regards,Femi Orekoya

Hi, is there any thing that i can make through this screen? or this screen were mend to show the summary in details on access right ? I though this screen can set access right for screen in personal, am i right ? because when i click on revoke, it just pop out role assign to that user and inherited and computed access right status. only display, no setting involve ? 

Hi, In timecard Approval we use Task Approver if it exist, if not we use Project Owner.Is it possible to do this for Purchase order and AP bills? I can reach task approver(((Transactions.TaskID.ApproverID))) in Rules Actions but I cannot reach it in Condition (E.G: If no task approver then use Project Owner)?Thanks!

Is there a project summary table by period?   Currently using PMTaskTotal  for a backlog GI but it is project to date and I am looking for a summary table by period.     

I find it cumbersome to have to open each project and update the % complete on each task, then move to the next project, so I want to make sure that I am not missing something obvious.  Questions:Is there a way for the system to automatically calculate and update % complete based on actual costs/budgeted costs?   Most project accounting systems seem to have that feature out of the box. Is there a way to update % complete for multiple projects/tasks at a time?  Perhaps via some sort of importing function?Thanks in advance!

Is it possible to add multiple tasks to a revenue line on a project? For example one revenue line consists of a quantity of 5 and there are 5 tasks that need to be completed to fulfill it. As they are completed project billing would be run to capture the payment and update the revenue budget  We are new to Acumatica and trying to trying to take advantage of the project functionality any guidance or suggestions would be greatly appreciated. 

Hopefully I am missing something obvious - Is there a report or GI that can show unbilled project lines for all projects and their expected billing amount when project billing is run?   I supposed I can build a new GI or modify existing Project Transaction Details GI to allow filtering on the Billable and billed fields, but don’t see a way to show the expected billing amount based on billing rule and rate table on each task.Also I need to see available Progress Billing lines too, which are available in Project Transaction DetailsThanks in advance.

After running allocation, the user finds out that they didn’t update/enter certain rates in the rate table.  Once they fix that, is there is a way to correct previously calculated allocation results?  Or does that have to be done manually?This question would apply to changes made to Allocation methods after the run as well. Thanks.

Is it possible to generate an invoice out of Receivables and code against a project BUT to a different customer than the project is setup to?  Right now it appears there is a hard restriction that only the customer on the project can be selected in Receivables invoice screen in order to charge to that project.Our use case as a contractor is that we occasionally do additional T&M on-site work that one of the other subcontractors request of us ( hauling off their debris in addition to ours or digging a quick trench for them) We generally like to tie any billing/revenue for this type of one-off T&M work back to the project, since its generally small and our costs for us to do the T&M work are generally lumped in within larger scope of work for the main Project/Customer.   As noted above we would generate this T&M invoice, and receive payment from the third party subcontractor and NOT the customer listed on the project.  Any suggestions on how we could do t

I am getting an error when trying to delete an On Hold AR Invoice that’s created from a pro forma invoice.  See below.  The message seems incomplete and makes no sense.  I need to recreate the proforma invoice to factor in the updated bill rate.Does anyone know why and how to resolve?BTW, is deleting and regenerating the pro forma invoice the best way to correct billing rates?   In my example, some rates have been changed and added in the rate table after the proforma invoice was processed. Thanks for your time and input in advance. 

Just upgraded from 2022R2 to 2023R2 as we were pressed that our current version was rolling out of support.  We use the Construction Edition, 2023R2, 23.208.0026 upgraded to this build on 5/14/24.PROBLEM: Inventory Module, Recalculate Inventory Process.  Enter the Warehouse, Inventory ID, Item Class of the item, and check the Rebuild Item History Since box and enter your desired date from which to recalculate.  Next, select the "SELECTED" checkbox in the grid next to your listed inventory item(s) that you wish to recalculate the inventory for.  Select the "PROCESS" button to execute the recalculate inventory process.  The process displays a “Failed” error notification panel.  Error message says: “Operand data type NULL is invalid for max operator.”  All of the Qty information display in the error panel is incorrect as well. (Screenshot inserted, but error message provided in case the image doesn’t get included).  Opened a case with our Partner.  They could not figure this out

Our client came across a scenario where they marked several daily field reports as complete, but didn’t un-check the “hold” box on the labor time and activities. This prevented the labor from appearing in any “mass release” workflows and, ultimately, from posting to the projects. I would anticipate that being an automatic link - when the daily field report is complete, so is the labor time and activity. But this appears not to be the case. Has anyone else come across this? If so, what workflows have you used to monitor and/or prevent it?

Project Stock for Serial Items.We need to show the Project Stock for Serial Items.I have the INCostCenter and INCostStatus to get the project stock. The INCostStatus has a lotSerialNbr field but with no value.The serial number is available in the INLotSerialStatusByCostLayerType DACThe DAC INLotSerialStatusByCostLayerType contain no incoming or outgoing referencesWe want to show in a GI the details as per the Inventory Summary but add in the Project IDThe following link give me the stock but duplicate the Serial numbers. What am I missingRetha