Construction

We are a subcontractor working on our initial Acumatica set-up. We send out multiple quotes daily to several customers and need a way to track/follow-up on the progression of the quote from bid to project award. This could mean reaching out to several different tiers (Arch, GC, EC, etc).  Additionally, we need to be able to see all opportunities that have been sent to a specific customer, whether they were awarded the project or not. We looked at setting up the bidders under Opportunity/Relations, however the only opportunity records that show under the Opportunities tab, in the Business Account, are the ones that the customer is specifically listed as the Business Account in the Opportunity. Are there any other subcontractors that have dealt with this? What was your workaround? 

@Omar Ghazi  When will the Smartsheet Integration be upgraded for compatibility with 2023 R1?  The latest version available in GitHub for 2022 R2 fails validation on Build 23.103.0013.  I have a client that relies heavily on this integration and is planning their upgrade to 2023 R1. 

Hi AllAsking for advise, construction companies does not maintain a big amount of inventory so we have all of our inventory as non stock (even the construction materials) since most of the constuction companies are using just in time. At the end of the year, we need to keep track of the items that was still in our inventory for reporting purposes. These remaining inventories are bought in advance but was not yet issued for use at site. Any advise on how to track remaining inventories by the end of the year if initially, the items are part of non stock? 

Title says it. Just wondering if anyone in construction who has used Acumatica is willing to chat with me in the next couple of days about your company’s experience. Thank you!

We are a construction company that uses the Project module, with very detailed Tasks and Commitments for the parts of the project we sublet out.The quantities of previously billed items from our subs sometimes get adjusted downward by the time the project ends.  For example, we pay for the construction bathrooms by the month.  The original PO had allotted 6 months and we have been billed by the sub monthly, for 6 months total.The project ended 1 week earlier and the sub issued a credit for .25 of a month of charges.I can easily associate the the credit to the project and task line, but I need to associate the Debit Adjustment to the original PO so we can easily see the total bought from that sub for that project by looking at that particular PO History.I’m also dealing with a price match scenario with those same bathrooms, we have credits (Debit Adj) from the sub to apply to the already released Bills.Any ideas? 

Hi, all!We would like to ask why customers are using Project Cost History (PM706230) report and not the other reports (for example: Project Transactions (PM633000) report or Project Transaction Details (PM401000) inquiry)?We would really appreciate your feedback!Daria Chuprova,Business Analyst Project&Construction

We have added some datetime UDF’s to the submittal GI and are needing to apply style formulas for when the column is blank verses when a date is entered. Unfortunately, I keep getting error messages when I try to enter any type of greater than or equal to parameters in the formula.The dates pull fine to the GI when I don’t have a style applied. It also works if I change the UDF type from datetime to text, but we’d really like to be able to select a date verses typing it in all the time.Is it possible for a datetime data field to have this type of style formula applied to it, and I’m just missing something in the formula? Or do we have to change these to text data fields for the style to work?This very easily could be user error. Here’s my current formula:=IIf( [Submittal.AttributePLANDATE]>='0', 'blue60', 'red60' )

If i have a project with a task with a billing rule T&M. For some reason, sometime i do a support case which i set time activity billable, and i bill it via Support case invoicingFor some reason, sometime i do a Service Management Appointment which i set time activity billable, and i bill it via Service Management invoicing. Does the system is done to handle that in a global behavior in order to dont bill the transaction twice with the T&M?EX1: set in the project transaction Billed to true when we bill a Support case or a Service order?EX2: set in the project transaction Billable to False when we bill a Support case or a Service order?I hope it’s clear, let me know if you have questionThanks!

Anyone out there using Acumatica Construction module with external time keeping?  Looking to connect with companies that are using partner software for time keeping to get some advice, pros / cons, etc. of these solutions. My company just started using Acumatica ERP and currently integrate with WorkMax for our time keeping solution.  We need to have employees clock in/out in real time and we are starting to do job costing, but are struggling with that.  Any suggestions on time keeping software or on how other construction companies have Acumatica set up and do job costing would be very helpful.

We are needing to use activities under projects, but do not want to track time and costs. Even though the box is unchecked under Activity Types, it pulls up automatically checked when we create an activity from the project level. If we uncheck the box, the required project field disappears, so we are unable to link the activity to the project that way. My other thought was to link the activity back to the project via the Related Entity Type, but Project is not an option in the dropdown. See screenshots. Right now, our workaround is to leave the Track Time and Costs box checked, but uncheck Billable. However, to save a project task and cost code are required, which is something we don’t want/need. These extra steps aren’t required in other areas, ie: Project Issues, Project Quotes, Opportunities. How do we make this work, but keep it simple? 

I’m trying to understand the best practices around using drawing logs. How are most construction companies adding, organizing and searching through plans when uploaded as a drawing log. Our the complete pdf files that could be 100+ pages added as a single drawing log? When including drawing logs to RFI’s, submittals, and change requests are new drawing logs created and uploaded with only the specific page from the plans that is needed.Our Team has experience with AutoDesk Construction Cloud where a plan is uploaded and automatically parsed into sheets. When creating RFI’s, submittals, and change requests then then link to an individual sheet or sheets.With Acumatica it seems that we would need to use an external program to export the proper plan pages, potentially add markup and then link that new drawing log to the issue. Is my understanding correct or am I missing how the drawing logs should be used?

Hi,I remarked that it’s possible to edit a unit cost of a row in the grid of a Purchase Order once the item in question is already received, is it normal? I think that should be in read only?! Thanks

We’re working with a consulting to bring Acumatica online at the mid point of a project.  The current task at hand is to entry opening balances for the project.  My original process was going to be to post a single journal entry at the cutover date for the balances per cost code.  The consultant said this should be done as a “project management” transaction rather than as a GL entry.  But, my testing shows that PM transactions don’t flow back to the general ledger.  Consequently I have project reports that don’t agree to my financial reports.  Have I missed a step or has my consultant led me astray?Also, what kind of entries do people originate as Project Transaction?  The entire entry screen made my poor little accountant-heart feel uncomfortable.  It seemed like entries didn’t need to balance and that they could hit mutiple periods.Thanks in advance.

We have a client that would like to integrate Construction Projects and or Project Estimates to JetBuilt.  Has anyone explored or completed an integration with this product?    Thanks in advance for any information.

Trying to find if there is an access right we can set to hide the project margin amount and percentage from the project header. While this information is helpful for our accounting and executive teams, we have employees who need access to projects, but don’t need to see in depth financial information. Does anyone know if this is possible? Or has anyone else wanted to do the same and found a workaround? Any suggestions would be appreciated. Thank you! 

Hi, in a project quote for example(PM304500) , but not only in this form, we have in the header the CONTACT field. I want in this case to do a Project Quote for an Employee of a another branch.So i choose the correct Business Account(Interco), and i see only the created contact for this branch(like AP contact and AR contact). How to select an employee? I know there is a BA for each employee, i want to be able to select them. I don’t want to recreate each of them in contact as in duplicate of the employee. Thanks

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   

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.

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!

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?

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? 

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 hap

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.   

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? 

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.