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Construction

Discussions about construction edition features

  • 805 Topics
  • 2,845 Replies
805 Topics
D
Jr Varsity III
dsenevirathne54Jr Varsity III
asked in Construction
One AP bill affecting multiple projects

Hi ,I have an expense which affects multiple projects. Can I enter one AP bill affecting multiple projects ? Thanks,Dulanjana 

1002
Heidi Dempsey
Community Manager
R
Pro I
raphrfPro I
asked in Construction
Anyone took an ISV for Estimating / Project Quote? (redteam, Topbuilder, Proest, Procore, ect)

Do you use the Project Quote in Acumatica or you use a ISV? Do you like it?Thanks

1426
R
Pro I
dmzasdf
Varsity I
dmzasdfVarsity I
asked in Construction
Project transactions suddenly failing to closed tasks

Just experienced that we are no longer able to run our over/under project transactions against closed tasks. All business units are needing to re-open tasks to get through the August close whereas this has not been required in the past and we cannot see where this is controlled or determine causality. We are helping where asked to mass activate tasks, but that’s not a long term solution.We are self-hosted on 2021R2 with no recent software updates and no known related configuration changes.Any ideas including whether you are able to project transaction against closed tasks would be great!

1004
Heidi Dempsey
Community Manager
DConcannon
Varsity II
DConcannonVarsity II
asked in Construction
Known Issue - Selection of Inactive Customer Location Allowed in Projects

Client is using 2021R1 and Projects allows an Inactive Customer Location to be selected in Project Quotes and Allows the Quote to be converted to a Project.  Is this an oversight or is this working as designed?  Does the Construction Edition operate in the same way?   

974
joelhoffman
Acumatica Moderator
B
Jr Varsity II
brandontfrankJr Varsity II
asked in Construction
is it possible to turn off project tasks from defaulting in certain modules?

We have specified a default task at the Construction > Project level so that individuals entering time don’t have to bother with a task.However this delegates to everything. Our accounts payable team has to manually tab back after selecting the project and change the task in modules such as Bills and Adjustments.I know there is coding that tells it to look for default task selection and insert if yes but don’t have experience with modifying to that degree.

1949
B
Jr Varsity II
S
Acumatica Moderator
StaceyReitz23
posted in Construction
Have you signed up for Ask Me Anything: Construction Edition?

Ask Me Anything: Construction EditionWednesday, November 02, 2022 11:00 AM Pacific Daylight Time 30 minutes You've seen how Acumatica Construction Edition supports various business processes anytime, anywhere in a product demo.What burning questions do you still have about the solution? Register now to access insights on Acumatica Construction Edition.

120
S
Acumatica Moderator
brianmcmillin100
Freshman II
brianmcmillin100Freshman II
asked in Construction
Revenue Recognition for Progress Billing

In the Acumatica produced YouTube video Set up Allocation Rules to Recognize Revenue - Acumatica Construction Edition from April of 2020 viewers are cautioned against using Auto Completion of the Cost Budget if there is more than one cost line per task: Is this still a limitation?If not, in which release was it resolved?If so, is it dependent upon the selection of Completion Method (Budgeted Amount or Budgeted Quantity)?

2823
Heidi Dempsey
Community Manager
V
Jr Varsity III
victoravila63Jr Varsity III
asked in Construction
The Project is not Shown en the warehoue

Hello: Whot do I need to setup to be shown the projects in the tab location:Please Could you support me? 

322
V
Jr Varsity III
D
Jr Varsity III
dsenevirathne54Jr Varsity III
asked in Construction
Access restriction to fields in task form

Hi,I’m trying to revoke access to below fields in the task form. But I’m unable to find node to do the access restriction in the access rights by screen form. Can anyone help ? Thanks,Dulanjana

972
D
Jr Varsity III
dmzasdf
Varsity I
dmzasdfVarsity I
asked in Construction
Has anyone upgraded their Procore customization?

We were just told by Procore that we must upgrade our Procore customization in Acumatica or the integration will fail on Monday.Would like to know if anyone else has taken this upgrade especially if they switched from Acumatica’s to Procore’s customization to synchronize between Acumatica and Procore.Our instance is self-hosted in Azure and self-maintained. The instance is comprised of Acumatica 2021 R2 Build 21.212.0039 with customizations only for ProcoreBuiltCustomizationPackage2021R2V3 and VelixoConnectedAppConfig (v6).

1508
Heidi Dempsey
Community Manager
dgrayson10
Freshman I
dgrayson10Freshman I
asked in Construction
Project Change Order and Commitment reporting by period

We would like to see the ability to report prior period WIP reports that include open commitments and change orders by period.  Another way of saying this is period sensitive reports for POs and COs.

902
gprice27
Jr Varsity I
C
Semi-Pro I
chidao
asked in Construction
Construction Project Function - How to follow material delivery on site

Dear All,Our business case is we will deliver material to the site and after finishing the installation, we will calculate the actual quantity of material to issue an invoice to the customer. The actual material quantity is less than the budget quantity.Current process:Set up a warehouse called Pending Sale and use order type TR on Sales Orders, transfer material to Pending Sale warehouse with a specific location linked to a specific project. (Each project has 1 location in Pending Sale warehouse) after finishing the installation, use order type SO on Sales Orders with actual quantity to issue an invoice.Issue: On Project PM301000, we can't track how many materials we already delivered to the site (TR or SO historical transaction).Question: do we have any function on Project that allows us to create a delivery transaction and it can be shown on Project PM301000 tooThanks in advance,Yên Chi

1343
Heidi Dempsey
Community Manager
L
Varsity I
LeifVarsity I
asked in Construction
Project Inventory Tracking - SO and Available Quantity

Hello,In creating a SO for a project, I have found that when Project-Specific Inventory is enabled that only inventory assigned to the project is available for issue. What I am seeing in the SO screen is that the availability is X for the item and then as soon as I select the project the availability goes to zero. Most of my inventory is not project specific, so I would assume that it would be available to any project, however this is not the case. Can this be adjusted with a setting, allowing reserved/assigned inventory to only be sold to the appropriate project while unassigned/unreserved inventory also be available.From what I can tell its seems this feature may be all or nothing, all inventory is tracked/assigned or non, I am looking for both. Example of no project with inventory available Example after a project is selected 

2052
L
Varsity I
NAthukorala47
Jr Varsity III
NAthukorala47Jr Varsity III
asked in Construction
Work Order Material Cost Not transferring to Project.

Hi,  Once we close and open the project balances. This Raw material values is not showing in project Level.There are Few questions. (01). What are the double entries, when Raw material(Stock Items) transfer to Project site?(02). Why Those work order Stock Items(Raw Material) transfer to Project?  

713
Heidi Dempsey
Community Manager
A
Freshman II
aaronthomas82Freshman II
asked in Construction
PO or AP bill - Default GL from project task

Is there a way in Purchase Order or on AP bills to default the GL account by selecting the project and project task?

1791
Heidi Dempsey
Community Manager
J
Freshman I
jvinski71Freshman I
asked in Construction
GL account assignment for items on projects or service orders/appointments

Hi,I need to setup 2 different type of projects, one that sends all the project transactions to a WIP account (this is the current setup) and a second type that send all the transactions to another GL. Right now the GL settings on the items dictates where the amounts are posted, is there a way to bypass that setting for a specific project. Keep in mind, we have different items that hit different account groups on the same project.

3991
Heidi Dempsey
Community Manager
S
Jr Varsity III
shuang57Jr Varsity III
asked in Construction
How to use the report of "employee hours by project and task?

Hi guys,I’d like to use the report of “employee hours by project and task”, but when I choose an employee here as the owner, and click run report, what I got is an empty sheet. Does anyone happen to know how to use it? Or is there somewhere else I can extract the information of employee hours with detail in the form of report (I’ve tried the report of “employee hours”, it doesn’t contain the detail information I need)? Thank you all. 

2012
joelhoffman
Acumatica Moderator
S
Freshman I
SharonrockFreshman I
asked in Construction
Acumatica with Procore and Billing Rates

Looking for anyone in the Construction Industry that is charging projects a “Billable Rate”.We are moving into acumatica and are looking to use the timesheet entry screen for timesheets but need the system to be able to charge the jobs a billable rate from the hours on the timesheets. Then be able to see the actual “cost rate” on the project to see profitability on the projects.Has anyone come across this?

1412
Kandy Beatty
Captain II
B
Freshman II
bob39Freshman II
posted in Construction
Project Tasks vs Cost Codes

Both Project Tasks and Cost Codes provide ways to break out project transactions into data subsets.  To better understand Acumatica’s design, would love some forum user feedback as to real world examples of the following:Project Tasks Cost CodesAny explanation of the difference between these two data elements would be most helpful.Additionally:Are there instances where a single Project Task might be sufficient?Our company is not engaged in vertical construction projects, so looking to better understand the difference between these two data elements and how they might be applied to natural gas pipeline installation projects (labor, equipment rental, materials), natural gas pipeline repair projects (labor & equipment rental), and billable service projects (labor only). 

21657
joelhoffman
Acumatica Moderator
toonsix
Freshman II
toonsixFreshman II
asked in Construction
Visual project planning board in the Acumatica Construction Edition?

Hi:Is there in the Acumatica Construction project management module a project planning and status board where one sees in calendar/Gantt format all the projects, and where one can schedule a new project using drag and drop? Somewhat similar as in Field Services edition or now in Acumatica Manufacturing Edition -Advanced Planning and Scheduling - Visual graphic.This is so basic to project management.I hope that SmartSheet has it. I have to check it out.Or does Procore have it?I appreciate your help.Toon SixToonSix@intercs.com

4354
joelhoffman
Acumatica Moderator
Quest
Freshman I
QuestFreshman I
asked in Construction
Project cost Movements

Is there ‘a movement in saving or <overrun>’ or similar column available for the project cost budget screen? Or a column for Movement in Estimated Final Cost? This would = last cost at completion - cost at completion. Thanks,  

672
joelhoffman
Acumatica Moderator
J
Freshman II
juneterris87Freshman II
asked in Construction
Last Cost Transaction Date on a Project

HiCreated a GI showing lots of details on projects and their cost and revenue budgets.    I can pick up the last invoice date ok but now looking for the date of the last cost transaction on the project anyone managed to populate this date?

1465
J
Freshman II
R
Pro I
raphrfPro I
asked in Construction
Project items localisation/segregation

Hi,I’m almost new in Acumatica. Is it possible to add a column in order to group or to sort items for a project quote or a project?My target is to distinguish between different parts of my project (not phases).Thanks 

220
R
Pro I
Laura Carpenter
Varsity II
Laura CarpenterVarsity II
asked in Construction
Dashboard Widget for Expense Receipts

Has anyone successfully created a dashboard widget to show open expense receipts (screen ID EP301010) that have not been claimed without creating a custom GI?

763
Kandy Beatty
Captain II
Laura02
Captain II
Laura02Captain II
asked in Construction
Error appears in Prepare Payments when AP Bills being paid have lien waivers

Hello,Has anyone seen this error appearing in AP Prepare Payments, when the AP Bills have manually added lien waivers on them? Our version is 2022 R1. Thank you for any advice you can give. 

1234
Laura02
Captain II

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