Construction

Is there a way to filter the fields in a drop down list for a parameter in report designer to only show for a particular value  (e.g., only list invoices for a particular customer rather than all customers)?   We don’t want to use “Additional Sort and Filters” or filter the column since we want the viewer to get to the data without having to add filters.   Only want Customer 1 invoices listed in drop down for Reference Number.Thank you!

My subcontracts grid, showing all records, shows incorrect Subcontract totals for many of the subcontracts.  When you click into the subcontract it shows the correct value.     

Hi Community,I have a requirement to update the project's revised budget based on a cost forecast and it should be subject to approvals. I have investigated the following options.Create a Budget forecast and update the revised budget. This is possible but the budget forecast does not allow it to collect approvals before updating the budgets. Create a cost projection and it is subject to approvals. However, it does not update the project's revised budget and it updates the projected budget columns.  Change Orders are not an option since it is not connected to forecasting. Do you have any suggestions for me to handle the above requirement? 

hi everyone,Is there an inbuilt report in acumatica where I could see all these information? Cost to date, Forecast Cost to completion (FCC), Final Forecast Cost (FFC), Final Forecast Revenue (FFR), Final Forecast Margin, and Monthly marginIf not, what is the closest possible report that I could find that would have most of these information?Appreciate your help.Thanks!

Hello all,I have a scenario to implement in the Project Accounting part for allocation:We us GL WIP A/c to hold unbilled AR. Then when an AR Invoice gets generated, this WIP A/c should be nullified. So, its like, we want to recognize revenue when the work is being done, not when the bill is prepared.Eg: if User A works 50 hours on job A.  And his billing rate/hour is $300.  Then the following calculation should be:                                           DR         CRWIP GL Asset Account    $15,000Revenue                                          $15,000Then when the Project Invoice gets billed this allocation would be reversed automatically.                                                          DR         CRWIP GL Asset Account                                 15,000Revenue                                          15,000 How can i get this scenario implemented in Project Accounting?Thanks in advance.

Hi,  Could someone assist me with modifying the formula in the attached project generic inquiry?I want the "Estimate Completed % field to display zero if the revised estimate is zero. Currently, it shows 100% even when there is no cost budget defined for the project. Please refer to the attached generic inquiry for details.  

Hello,We have had a couple instances where cost budget lines are added to a project by accident.  What's the best way to fix it, and is there a way to stop it from happening?We have two scenarios we happen.  We are implementing a new software for time tracking and the wrong cost code came over when we ran payroll, it added a 00-000 default cost code.  How can i fix that?  I looked at the GL batch and project transaction screen to see if I could reclassify, but there is only a reverse option (which seems a hefty lift option). The other scenario is an AP invoices.  Which those are easier to fix with a reclassification.Thoughts? Thanks,Jeremy

I need to add Sales Tax to the AIA report.  Has anyone done this and does anyone have a copy of the AIA.

Can someone help me with add new PO from project screen. It seems it is some kind of Acumatica configuration, but I can’t find it.What I have:Enabled change orders on Enable/Disable Features (CS100000) screen On Projects Preferences PM101000 enabled Internal Cost Commitment Tracking I tryed to change visibility for add button by customization project.  Button is appiaring on th screen but it is disabled all time It seems it is some kind of Acumatica configuration, I see in the videos it is enabled, but can’t find how I can do it.

Hi Team, add the Project number as a column in the Approval screen. I want to add the project ID to the approval screen based on the reference number. However, after attempting to map this, I'm not getting the desired result because the reference number is not saved as an ID in the database. Please assist me in resolving this issue.  Regards,Sagar

We are trying to determine which Activity types are the best to use for internal “chatter”/Messaging. In our testing we tried the Activity “Chat” - however it doesn’t show up on that specific project. Where does it go? I can’t find any help docs on the activity types that actually shows you how they work. 

Someone told me they heard in newer versions of Acumatica that you could convert a Project to a Fixed Asset.  I can’t locate any documentation that states that.  Can anyone tell me if that’s an option or maybe on roadmap for future roll outs? thanks

Hi,In the case of progressive billingfor our intercompany, I would have liked to be able to set the sales account setting from “customer", but I do not have this option. I have this option that I use without problems with T&M. Is there a trick to accomplishing this? (Ex: additional step of billing rule, or other).THANKS! 

We are needing a way to automatically lock the project revenue budget at the end of the month. Since these entries are not considered “transactions” they can still be modified after the financial period is closed. We found under Budget Operations, in the Project, there is the ability to lock and unlock the budget.Is there a way that we can set a business event to automatically lock the budget on any jobs with a start date of the previous month on the first day of the new month? Or create a GI allowing a mass record update we could use to manually lock the budget?

Hello,Need some guidance on Inventory ID descriptions and how to properly make sure they show up correctly on Invoices..  Our Customers and PM’s get confused since our invoices does not show the correct description that is entered or changed under the Revenue Budget Tab  

Is there a way of uploading my Project schedule of Value AIA g703 “Description and Value” Instead of adding each line item one by one? 

What are the  most levels you can track costs at the Project Level. The actual project module NOT the construction module.   I am aware with construction by design has levels.  In project I am attempting to configure for a marine company that treats customers with multiple vessels as projects whereby the project would be the customer,  task would be ships(vessels)  and a third level is required and would have to be an account group hyphenated with a what they use as a cliff code.Where construction would facilitate the 3rd level, I am not seeing that in projects. 

Our client needs the Purchase Order total that includes the tax to also be reflected on the Project screen (Cost Budget, Balance, etc.). On this screen the total appears without the tax. e.g. Purchase Order Detail Total 325.20 with tax 362.60 It is interesting that on the  Project screen (Cost Budget, Balance, etc.).  the total appears with the tax 362.60 Is there any configuration for this?

Hi,I have a requirement to reverse the recognized revenue on the 1st of the following month automatically.The project is a progress billing project and the company practice is to recognize the revenue based on the cost progress and reverse the recognized revenue entry automatically in the following financial period (Like reversing Journals) In the allocation rule, allows to reverse-created transactions on invoice creation/release or never. Do you have any idea/experience in handling this requirement? Best Regards,Dulanjana

We recently upgraded to 23R2 and are wanting to remove some of the navigation panels that were added to the processing screens. Ie: Project Issues and Drawing Logs under the Project record. I thought that I would be able to remove through a customization to the screen, but when I try and remove, I get the error “Cannot remove system record”. I have also gone into the access rights by role and revoked permissions there, but that didn’t do anything. Can these not be removed, or is there someplace else I need to be looking for this setting? Thanks! 

Hi All, I have created a pivot table for the Job Cost as below. Is there a way I can put a group header name with the condition IIF([CostCode1.CostCodeCD_Segment1]='01','01 - GENERAL CONDITIONS' and have a subtotal per group?Appreciate any help on this. Thank you.

Hi group!Some of our clients take see the retainage in the following way and pay us by calculating everything like this:Example:Subtotal: $115,251.47Total invoice with taxes:: $132,510.37Retainage: $11,525.15 (10% on our amount before taxes)Amount paid at checkout: $120,985.22 (Invoice total with taxes - 10% deduction before taxes) Basically, this customer calculates their taxes on the total invoice and then subtracts the withholding. Whereas in Acumatica, as configured, the invoice taxes are calculated on the total without the holdback and then calculates the taxes on the holdback. It comes down to the same thing in the end, but it means that when cashing out it doesn't swing.Is it possible to do this configuration in Acumatica?@Laura02 @aaghaei I saw your post about retainage, would you have an idea?Thanks for all ! =)

We have 4 branches, each have employees. In many cases, an employee is branch 1 will help out and work on a project that is part of branch 2. When time is imported through employee time activities, that expense is posted to branch 1 (where the employee belongs), however it should hit branch 2 because that is where the expense incurred. How can I change the expense to hit the branch of the project?

We are in need of a scheduling software that we can integrate with Acumatica.  For some background, we are production builders so will be working off of pre-determined schedules for a full-home build.  We need to be able to show the variance of projected versus actual schedule, and ideally be able to alert our trades through this scheduling piece, and approve POs and EPOs from the field.  Any suggestions are welcomed! Thank you! Lauren

I am importing Change Request data from another system into Acumatica.This particular data was given a status of “Void” in the other system.I noticed that Acumatica supports a status of “Rejected”. I am looking for an interactive way to assign the “Rejected” status to a selection of Change Request records(hopefully without having to create a Change Order).Thank you for reading this.-Ken Severud