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Construction

Discussions about construction edition features

  • 845 Topics
  • 2,970 Replies
845 Topics
K
Freshman I
KrichFreshman I
asked in Construction
Task Order Sequence

Is there any way to change the way Acumatica handles numerical ordering? For some reason, the system will treat numbers by whatever the first numeral is instead of the entirety o the number itself. Please see the example I’ve provided of how the system handles the order of tasks. I would refer the system listed the numbers as such102030405060708090100110120130140150160 rather than it displaying as1010011012013014015016020304050608090   

1154
J
Varsity I
K
Jr Varsity II
kellymorin16
asked in Construction
Cost equipment to project at weekly or daily or monthly rates

What solutions have you implemented for costing equipment to projects at non-hourly rates? For example e a company owned jobsite trailer is on the project and they’d like that to cost to the project at a monthly rate for so long as it is onsite. Other equipment gets costed weekly or on daily basis. They’d like to assign the equipment and have it allocate automatically, not relying on equipment timecard entries.  I have a couple ideas but interested in hearing what has worked for others. 

1532
J
Varsity I
sbarnett35
Freshman I
sbarnett35Freshman I
asked in Construction
Default Branch for Projects used for AP, POs, Expenses, Transactions

Any expenses and documentation associated with a project should follow the default branch of the project, not the branch you happen to be in. It is unrealistic for every employee to change the branch they are in to put in an expense for that branch. In Project Management and Construction in general, the project branch should rule all. We have to change the branch on every expense, payroll, AP, Subcontracts, POs, and project transactions. Every company I have talked to that uses branches in the construction industry has this same issue. I talk to many potential clients and this is something they are concerned about to. This requires a TON of back end work to correct every entry that gets put in by employees not in accounting. Especially anyone using the App. There isn’t an EASY way to change the branch on expenses put into the app.

2921
J
Varsity I
J
Jr Varsity II
jsieberJr Varsity II
asked in Construction
Adding signature line for architect to Change Order (PM643000)

Our company would like the Printed Change Order report (PM643000) to include the architect contact information and signature line like it exists for the contractor and owner. I understand how to add the signature line and the conditional statements for contact information but I’m not sure how to access the actual data for the architect contact data. I’m not seeing where architect is defined at the Change Request or Change Order form. Does the Architect have to be added to the Project as a contact and if so would I be able to use the contact values in the report?Am I thinking about this wrong and this should somehow be tied into approvals? Any advice is welcome.

869
Chris Hackett
Community Manager
ChrisWeidner
Varsity I
ChrisWeidnerVarsity I
asked in Construction
Pro Forma Invoice - Group (roll up) by Cost Code

We are attempting to customize the ProForma Invoice report ( PM642000). We would like the report for T&M billing with Retainage -- to display lines as SUM per Task/Cost Code (out of box, report lists all proforma lines). When I attempt to do this, the results seems to “Group” the proforma lines together (act more as a sort).  Has anyone done this before? I am wondering if a subreport would be the easiest way to bypass the existing Groupings of PM642000.Any ideas would be appreciated!

1611
kdavis45
Semi-Pro I
M
Freshman I
markagnewFreshman I
asked in Construction
Print AR invoice as a File attachment

When I print reports, such as a proforma invoice or change order or subcontract, I would like these printed reports to automatically be Filed as an attachment to the form so that I can then use DocuSign on the file.   Is this possible?

912
darylbowman
Captain II
abdulmuksithshahul61
Freshman I
abdulmuksithshahul61Freshman I
asked in Construction
Employee in particular tasks

In project, how to add employees in individual tasks… I want separate employees to assign a different task. Is it possible to add each line item with each employees? 

1081
meganfriesen37
Captain II
NAthukorala47
Jr Varsity III
NAthukorala47Jr Varsity III
asked in Construction
Inventory Item Cost is not appearing in Balance tab in the Project Form

Hi, We have a requirement to Track manufacturing work order material issue cost via project Module. Followings are the steps we performed.  1). Create a Project and added Labor and Material Cost budget tasks which attached with Material        and Labor accounts groups.2). Then create a Item Work order via particular project/Task and release it. 3). When issuing Items Project/Task tied with work order and will issue appropriate Project Task. System will create a Inventory and Project transactions. but those values are not showing in Balance Tab. Under the view transaction tab all are showing. 4). Labor is not capturing from Manufacturing end and using Time card. When performed the time card  or particular user those values are transferring as we expected and showing under the balance tab in  the project Form.      05). Need to know how Work Order Inventory Items are issuing to Projects and what are the workflow steps happening are there?Attached the Screenshots document.  Regards   

1811
meganfriesen37
Captain II
D
Freshman II
DaveColemanFreshman II
asked in Construction
Cost layer and To Cost Layer columns in Transfers annoying/unecessary PLEASE UN-update

With the latest update I am now required to enter the “Cost Layer” column and “To Cost Layer” column for transfers to projects as either Normal or Project. I cannot imagine how requiring this field helps anyone. The cost layer was formerly IMPLIED by entering the actual origin in the Project column and the destination To Project column. It seems to me that the only thing these columns do is limit you from selecting the project you want unless you select “Project”. No one is asking for even more tedious columns per line item. I already am required to enter the task and cost code for every line, without being given the option of having a default task and project per stock item. Now I have TWO MORE columns that I didn't ask for, it just slows down entry across the board, and that’s all I can see these columns accomplishing for me.   

2322
meganfriesen37
Captain II
B
Jr Varsity III
brandontfrankJr Varsity III
asked in Construction
One specific cost code shows actual quantity of 58. However all transactions (hours) posted to that code should be over 300. Any idea why this is reporting incorrectly?

we have a job setup with a cost code of 01-0500 Labor. When I view this cost code from Projects > Cost Budget it shows Actual Quantity of 58. However the actual amount is well beyond what 58 x our hourly rate would be.If I export all the time entry / payroll transactions that have hit that cost code, they are truly 315.5. And if I divide the ACTUAL AMOUNT / 315.5 that is accurate and correct.So my question is any idea why the cost budget would be showing only 58 hours? 

947
B
Jr Varsity III
APistorius
Jr Varsity II
APistoriusJr Varsity II
asked in Construction
Approval Map - Project Issues

Is it possible to have an approval map for the ‘Close’ process of certain classes of ‘Project Issues’?  We have figured out how to use Project Issues as a custom form entry platform, but we’re getting to the point where it would be nice (for some forms) to have an approval workflow before they close.

852
iqraharrison
Captain II
K
Freshman I
khowe86Freshman I
asked in Construction
Payroll Post to Project - need in summary not detail

Hello fellow Acumatica users! :)Our current payroll post is posting in detail to our jobs with each burden item posting separately.  ie FICA, etc.  Do you know how to post payroll to a job in summary, the “all in cost of an employee” charged to a job for a day or week? Thanks, Kay

631
iqraharrison
Captain II
bfrancis68
Freshman II
bfrancis68Freshman II
asked in Construction
Project Notes Visible when entering a PO

We are a construction edition user.  We would like to be able to display the notes saved to the project screen (CST.PM.30.10.00) when entering a PO for that project on screen (CST.PO.30.10.00). Some of our projects require only certain types of products and we would like that to alert our purchasing staff when they are creating a purchase order.

884
bfrancis68
Freshman II
R
Captain I
raphrfCaptain I
asked in Construction
Proforma Invoice - filter cost to appear in T&M

Hi,There is a way to filter things who appear in T&M Proforma.If by example we dont want to bill item ABC to the customer (and don’t want to appear on the invoice)?Could I manage this via Project/Cost budget? Billing rule? Configuration?Now I delete ABC rows manually.Thanks

15012
iqraharrison
Captain II
K
Freshman I
KrichFreshman I
asked in Construction
Revenue and Cost Budget Level

I work for a large construction company, currently the thought process is to set- up all of our Revenue Budgets at the Task level only and to set-up our Cost Budgets at the Task and Cost Code level. The reason for this is to provide a high level view at the Revenue we are receiving and giving us the ability to be more specific and detailed within the Cost Budget, by adding that additional layer of identification with the Cost Code.By setting up each budget at a seperate level of detail, completely makes the WIP report unusable. The system will not recognize funds allocated to cost codes within the Cost Budget because the Revenue budget auto-assigns the default (0000)  cost code to anything labeled with just a Task. Please see the example below.Is this the way we should be thinking about both Budgets?Is their anyway to reconcile this without having both budgets at the Task and Cost Code level?Is anyone else out there running Revenue budgets and Cost Budgets at different levels of detail

5865
iqraharrison
Captain II
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? 

169634
aaghaei
Captain II
K
Semi-Pro I
krausef77Semi-Pro I
asked in Construction
Include Segmented Keys into Inquiry

Hi All, I am currently working on an Inquiry for a Dashboard where I need to group by a certain Segment.I did it once before with Inventory Subaccounts:   Yet, now I am working with Projects and the Contract CD Field is segmented.I tried it this way, yet get the error that PMProject.ContractCD_Segment1 is not existing.Does anybody know how to properly incorporate the Segmented Keys here? If this helps, the Alias is referring to the CS.Segment Table

2116
JTang
Jr Varsity II
B
Jr Varsity III
brandontfrankJr Varsity III
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.  

2086
aaghaei
Captain II
M
Jr Varsity II
Mondeddula Madhu Venkat ReddyJr Varsity II
asked in Construction
I created subcontract but original committed amount was not visible in project under cost budget field.

Hi @All I created subcontract for a project but original committed amount values are not getting in the fields under project cost budget tab. 

1174
Heidi Dempsey
Community Manager
P
Varsity I
psoni1585Varsity I
asked in Construction
How to best manage equipment sell rate per project in Acumatica & MYOB Advanced

Hi, Currently we have to create different sequence under rate lookup screen to map sell/charge rate by project and by equipment (Non stock item) and in some cases client is having so many equipment for each project and because of this we have to create different sequence under rate lookup screen to assign the sell/charge rate by project & by inventory, refer to below screenshot.Therefore is there any way we can easily achieve this, without creating different sequence for each project & equipment/non stock item to define sell rate. which will then be use under billing rule.      I would really appreciate if some one can advise me on above point. Thanks Pankaj 

1761
Laura02
Captain II
C
Semi-Pro I
chidao
asked in Construction
Error 'Account Group' cannot be found in the system on Project

Hi All,When typing an non-stock item has account belong to Account Group type Liability, the system show the error 'Account Group' cannot be found in the system.However we created this Account Group alreadyDo you have any idea for this issue?Thanks in advanceYên Chi

2224
Laura02
Captain II
C
Semi-Pro I
chidao
asked in Construction
Warning "No Budget is found" on Purchase Orders

HI All,I have created a PO and use ADD PROJECT ITEMAll non-stock item lines get the warning “No budget is found”. However, we have added all of that to Cost Budget already.FYI, it just happend to Non-stock IDDoes this mean the check budget function not working for non-stock id?Please advise if you have any ideas for this case.Thanks in advances,Yên Chi

962
C
Semi-Pro I
bzelinski
Varsity II
bzelinskiVarsity II
asked in Construction
Construction Projects - Amount Paid

I’m trying to incorporate the amount paid into a progress report for the projects in the construction module. I have still not been able to figure out how to build the relationships correctly between the tables and have it happen.These are the current tables in the report:And these are the relationships that work so far:. This is what my report looks like, but the “Balance” Collumn is what I’m looking at. I want to show either the amount already paid, or the balance still owed off of current invoiced amount.Any suggestions?

11210
bzelinski
Varsity II
D
Freshman I
danielleallisonFreshman I
asked in Construction
How to create a Generic Inquiry for underbilled projects

Hi, there!I’m a noob at building GI’s and I’m trying to find an example on how to build a GI for underbilled projects. (Tables, Relations, Results Grid) Thanks! 

721
Laura02
Captain II
S
Freshman I
shertelFreshman I
asked in Construction
Is pmproject.salespersonid visible in the Projects screen?

DAC Schema Browser shows for PMProject lists SalespersonID as a field.   The field is available to add to the GI but is not visible on the the Projects screen PM301000.     Where can i see the SalesPersonId field on the projects screen?   There are no customizations on the screen. Build 22.205.0026 +The multiple base currencies feature is enabled.  

361
dcomerford
Captain II

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