Construction

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 

Looking to find out how to change the 2FA for Aatrix when running certified payroll. Can this be done withing Acumatica or is there a separate log in or contact?

Hi Experts,I've requested to restrict edit access to only the custom role 'Project View Only'. For all other roles, the 'Value' column on the project screen should be set as not editable. Any assistance with this matter would be greatly appreciated. Thanks in advance.Sagar

Hello Community,I have been looking to display the values from PMBudget & PMRegister tables in a single GI, but the rows & values are getting duplicated from the PMRegister table. How to resolve this? Thanks in advance.

We are happy to introduce a new Help Documentation article that helps users navigate through different invoice reversal and pro forma correction options in Acumatica.The article also contains a diagram that illustrates these options. See the article in Acumatica Online Help.Many thanks to Education team for systemizing and communicating the knowledge! Dear community, you can leave your feedback on the article here in this thread. Thank you!

With sales orders it’s easy to see if inventory is available and from which warehouse.  In projects there is not warehouse specified.  We often need to make substitutions or transfer items to fulfill project needs.  Current plan is to create reports and a dashboard to help with this, but what are others doing to handle this issue in a more direct way? Has anyone customized Projects so the Cost and Revenue budget areas can have some of the inventory features available on Sales Orders?  Or what other work around have you found?  We are not using the Construction edition, but these are for small simple construction projects. But I’m also interested to know if the Construction edition has assisted with this issue.  

In many screens, such as PO, Issue, AP Bill, Receipt, even Project Transactions, the system allows a user to choose an existing Project Task and then apply any Cost Code existing on the project to that Task even if that combination of Project Task/Cost Code does not exist on the Project Cost Budget.The system currently adds a new row in the Cost Budget, which to my client is a real issue.Furthermore, it would be additionally helpful to NOT allow new Task/Cost Code/Account Group combinations beyond what exists on the Cost Budget.Has anyone else ran across this issue and were you able to prevent it from happening?

Hi!I have clients wondering if there was a way to track change requests per project in numerical order?  Right now, the numbering sequence is global for all projects but some clients are interested in knowing what request number one specific project is at.  I was thinking I could create a UDF or attribute but that would involve the user knowing what the last change request number was which doesn’t seem efficient.  I was curious to know if anyone else has had this come up or has some creative ideas they could share!  Customization is a possibility too but multiple clients have asked about this functionality so might be nice to add it to the core product :)

Hi Team, PXSelector not filtering code value . For Ex, If PXSelector Code is have text value as “Main” for two records means if select the 2nd item always it is saving 1st item.  Regards,Sakthi

Hello Community,I have been working on Allocation Rules but I am not able to setup a specific description for the Allocation records generated in Project Trxns screen.  And my Allocation rules description that I have setup is:  What is ti that i am missing here?

Hi All,Do we have a place to record BOQ on Acumatica - Module Construction?We sell ceiling (Material UOM = Panel) for project X (1000sqm). On the construction, the UOM on the contract will be sqm and the UOM of the cost will be material UOM.we need a place to record conversion from Material UOM to contract UOM. Quantity Surveyor will do the take off and fill out this infor. 

I have overtime rules set up for anything over 40 however after calculating the payroll batch I am not seeing where the regular hours are converting to OT for the excess hours. Where can I confirm that the appopriate hours are allocated for OT. I am currently looking at paychecks and adjustments

Hi Team, I added two custom fields, one on the project screen and one on the quote screen. I want to transfer values when a project is created from a quote. The fields are using the DACs 'PMSiteAddress' and 'CRAddress'. For the 'PMSiteAddress', I've created an extension class 'CRAddressExt' to add a custom field 'usrCounty'. Similarly, for the 'PMAddress', I've created an extension class 'PMAddressExt' with the same custom field 'usrCounty' public class CRAddressExt : PXCacheExtension<PX.Objects.CR.CRAddress>{#region UsrCounty[PXDBString(155)] [PXUIField(DisplayName = "County")]public virtual string UsrCounty { get; set; }public abstract class usrCounty : PX.Data.BQL.BqlString.Field<usrCounty> { }#endregion}for project  public class PMAddressExt : PXCacheExtension<PX.Objects.PM.PMAddress> {     #region UsrCounty     [PXDBString(155)]     [PXUIField(DisplayName = "County")]     public virtual string UsrCounty { get; set; }     public abstract class usrCounty : PX.Data.

We are a company that creats our own literature type material. We are currently moving towards using projects to track our expenses for the various things we produce. With that, we also make a number non-stock items. Is it possible to add/link machine time to a project? I figured out that I can list a certain machine as an equipment and then submit an equipment time card that’s linked to a project to add the correct expense to the project. But I’m not sure if there is a better way to get the same result. Any ideas?Thanks for your help