Construction

Hello all! Looking for best practices and solutions in regards to updating the Cost budget of a project, We have around 7000-8000 active projects a year and on some occasions a Inventory product that we use may be discontinued. We would need to update and replace that item in bulk.  We would also potentially need to do this on templates for the projects in mass. As an example: if our builders are using a Sterling toilet tank and bowl and decided that they wanted to now use a gerber tank and bowl. We would need to mass change the templates for that builder (could be many depending on how many plans they are building) and the projects that could already be active and in some stage.  This is not just a part number change that we could alter the Inventory ID, this is a complete line change. we also use the system for sales orders and shipments and inventory so the parts touch that also. 

We automatically updated to 2024 R1 last night. Since then, the quote screen PM304500 is no longer linked to a printable report, as you can see here:Has anyone else had this problem? Any simple solution?

What if the vendor charged tax is different form the ISV calculated tax?  How does Acumatica handle that?  Is there a setting or configuration to do a tax adjustment?

Hi, I’ve created a Generic Inquiry titled “Project (Cost & Revenue),” and it runs smoothly. However, the pivot table takes a considerable amount of time to load.Could anyone provide insights or assistance on how to improve the performance of the pivot table? I’ve attached the GI and pivot table XML for your reference. Thanks 

I’m looking for a two step allocation where the first step posts a correction the sub account, then the second step would allocate to WIP. Then when the invoice is release have it auto release the WIP allocation, but not reverse the first step where the sub account was corrected.  I can get it to do multiple steps and post the first correction, then the second WIP Entry, but it’s combining them into a single Allocation and Journal Entry.I have it set to never reserve the first step, only the second step, which seems like should tell Acumatica those need to be 2 separate Project Allocation transactions.

My customer have some short terms Projects . Projects Last for 2 ,3 days . They uses employee and Equipment time cards for Posting project costs. The Challenge is since the Acumatica Time sheet is Weekly , they are not able to bill (T&M) the Customer when the project is complete . They have to wait until the week is closed.How others are managing this type of projects  ? Any suggestions ? 

When I run Allocations by Project,  I am getting an error message of  “ The given key was not present in the dictionary.” but only on one project.  All of my other allocations ran without an issue.  The project was setup from a template like all the projects are.  It only has one cost on it for the month. I checked the one cost that hit and there was nothing unusual about it.  Everything except the amounts and the customer appear to be the same on this project versus the other projects that ran without issue.  Any ideas of where to look for the issue?

In the Acumatica Construction Edition, how would I create a ‘punch list’ for projects?  Is that something done through Cases?

I am creating forecasts for our revenue budgets by period. I would like a way to create a dashboard where you could see the project forecast visualized by period (i.e. by month).Has anyone visualized a project forecast within a dashboard?Thanks!​

I have a scenario with projects where all costs over the course of the project are accumulated in balance sheet accounts. Once the project is mark as completed in Acumatica, all costs and revenues associated with the project should move from the balance sheet to the P&L. Ideally, this would happen when the project is closed and not when the AR invoice is released. Is it possible to use Allocation Rules to accomplish this? It appears that it can only happen on invoice release. Can I configure a rule that only allocates when manually exectued after the project is closed?

Hello all,I have a scenario where I have multiple projects and have around 10 employees working on each of these projects.Now it is not mandatory that all these 10 employees would have a different rate for all these projects. Only 2 or 3 employees, lets say, would have a different rate whereas the rest would follow the standard rates. I came to know about the rate tables, rates types, rate lookup rules , but in case where I am looking to not upload the std rate each & every time whenever a new project is added. I am only looking to add a new rate for those employees who will not be going to follow the std rate.How can I setup the Amount calculation formula under Billing rule? Thanks in advance.

Dear community, The product engineering team is investigating various situations and real-life scenarios that happen around tax calculation upon purchase and use of material for projects.In particular, we would like to hear from you what’s a typical practice today in the following cases:What does a construction company do, ifThey bought material for a specific project, paid use tax for it. After the work was completed, they returned the remainder material to the vendor. Will the construction company claim the respective portion of the use tax from the tax authority? They bought material for a specific project, paid sales tax to the vendor. After the work was completed, they decided to sell the unused remainder material on the market. Will the construction company claim the respective portion of the sales tax from the tax authority?Your thoughts and feedback will be greatly appreciated.Thank you in advance! 

We are running into an issue with the Construction Project End Date due to the fact that we need to make end of year journal entry updates and to do so we must activate the project again. When we mark the project as closed after making our updated journal entries, it is updating the project end date to the current date which cause issues with our Project WIP report. Is it possible to manually set the Project End Date after Completing the project so that are reports remain accurate?

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

hello,I have a scenario where we have multiple rates for lets say one employee on multiple projects. How can i setup my allocation rule that whenever an allocation transaction is ran, it takes in the rate specified for the particular project?Thanks.

Good day,I am trying to figure out why Project Quote/Quote correction/edit function is not available to my users.  As the administrator, the correction feature is unavailable.I check my roles and access rights.  Where could this feature be hiding?Thank you.Evan 

Hi!looking at the project dashboard in the sales demo, I am getting this error when switching between projects.  I have a feeling this is in regards to a table but I am not sure.  Has anyone seen this and been able to resolve? 

We have a report that generates from the Daily Field Report and it automatically emails a pdf to a project distribution list.  The report shows as many as 8 images on it, and because Acumatica can’t render HEIC files on the report, our users are uploading 5MB+ pictures to their daily field report.  The file that’s created for the DFR PDF is now in excess of 25MB and creates issues trying to distribute to external mailboxes.  How do I get the PDF to not be so big? 

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 advice. Thank you,Ashani Dias

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. I have seen other odd behaviors where it’ll be marked as 100% completed but there is still a Projected Cost to Complete therefore it throws off quantities remaining…Like this one - because it’s 100% there shouldn’t be anything in the Projected Cost to Complete column? The reason we’re exporting / importing right now is so that project managers can create a revision each week and not have

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