Construction

Customer wants project ID to reflect the numbering sequence on the Opportunity ID without the 2 character “OP” prefix. As example, Opportunity ID is OP210026, they would want Project ID created upon conversion of Project Quote to be 210026. I didn’t think this was possible, but curious if it can be done using segmentation and OppID as first segment of Project ID Numbering Sequence. Thanks!!Claire  

While getting our custom Acumatica WIP report to work, we built a Velixo WIP report. While comparing to two, many discrepancies traced back to Validate Project Balances not having been run a given projects.As a stop gap, we scheduled Validate Project Balances to run every 15 minutes while we monitor for collateral damage.We are considering a business event to trigger when a relevant project update is made, so would like to know how others are fulfilling this requirement.Thank you,Dave Z

It would be very useful to have a single tab within the Project that pulled in key metrics that every project manager needs to be aware. All of this information exists in Acumatica- but not in one place where a PM can get an overview. On this tab I would want the following metrics:Current Contract Value, Budgeted Cost, Projected Cost at Completion, Gross Margin Budget, Gross Margin Projected, Billed to Date, Open AR, Cost to Date, Open AP, Overbilled/Underbilled status, Committed Costs, Earned Revenue, Earned Margin 

Acumatica Construction Edition Overview - July 07, 202110:00 am - 10:30 am PSTSign up to learn how you can improve your project visibility and profitability.  Register nowJoin us for this webinar as a construction industry expert gives you a demonstration of Acumatica Construction Edition including new 2021 R1 features – modern, cloud construction and accounting software – that is easy to use, helps connect your teams and improves your project visibility and profitability.

In many different areas of Acumatica one can add a note to a record using the Record Note link on the left side of each record.   Has any come up with a way to print out or export those notes with a link, even if just a reference number, to the record it is related to?   All of the inquiries and forms have export features but the exports do not export the record notes vs. just the visible columns. Thanks

Cannot release payment, the system prompts the error message, how to resolve this error? 

Anyone using these services in Construction Edition and able to share your experience?   

We are using 2020R2 and I am trying to edit many of the construction reports to have the project manager as a parameter.  Our previous version 2019R1 had the project table right in the schema, so it was easy.  In this version for example, the Project WIP Reports only has the tables Branch, PMReportProject, and PMWIPTotalBudget.  When I look for the tables in the DAC, they don’t exist.  I assume that they are hard coded somehow, as they are not a view in SQL and I can’t find these 2 of the tables anywhere in acuamtica or the SQL server.  Does anyone know the relations of these tables with regards to the project table so I can add ownerID.Thanks

The employees available to select as subcontract owners are only the logged-on employee plus the employees who are members of the workgroups to which the logged-on employee belongs.  Does anyone know why the list is filtered this way, instead of listing all employees like other owner lists?  

Case:  A Project is setup with the Global Billing and Allocation Settings Billing Period of ‘Month’ to make mass billings of recurring invoices, where there is a task set up with recurring billing, easy by using the ‘Run Project Billing (PM503000)’ process screen. However Project has other tasks that have Billing Options of ‘On Task Completion’.Problem:  In a Project with tasks with multiple Billing Options and the Global Billing Period is Month, there is no way to run project billing just for those Project Tasks with the Billing Option of ‘On Task Completion’. The default method when you click ‘Run Project Billing’ runs the monthly task bill according to the Global Bill Period setting and resets the next billing date.  Current Workaround: Bill ‘On Task Completion’ tasks using the Invoices and Memos Screen (AR301PL)… this is time consuming and sometimes problematic if the Project has overridden the Bill to and Bill address - The invoice produced by AR301PL is in contex

Is it possible to get the balance remaining to bill for a project contract on the Project Revenue Budget or Pro Forma Invoices screens as a dollar format? This is the Revised Budget Amount less the Actual Amount but it only appears in percentage format. We can compute on a GI or Report, but we’d like to see the dollar amount itself as a field.

Via the mobile app we can attach all the photos we want onsite to the opportunity.I am looking for suggestions (maybe I have something turned off) on how to upload photos/files via the app in the project screen the same way. Any ideas?

Acumatica Construction Edition Overview Webinar Tuesday, June 08, 2021  10:00 AM Pacific Daylight Time  30 minutesAcumatica is a company on a mission! We are a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere.Hear a company overview followed by a product demo highlighting Acumatica Construction Edition. Find out why more mid-sized companies are choosing Acumatica as their ERP solution. Register Here

How are users scheduling subcontractors? How are the subcontractors communicating job status and completion? Are they logging into a self-service portal? We have a need to schedule/dispatch subcontractors, the subcontractors receiving work from us and communicating job status and completion. How is this done in Acumatica? I assume it’s possible to set up subs as staff members and assign them appointments via service orders? For projects, how is this done? RFIs? 

The new Project Address fields implemented in 2020 R2 to replace the single Project Site field is definitely an improvement.  But I wonder why it isn't configured as a selector whereby the user can select from the customer's locations, like the Default Location.  Have others encountered this?  How are you handling it if so?  

When entering into the subcontract where do I enter the verbiage detail that would go onto the Subcontract (LF) report as the Exhibit A page? 

Acumatica Construction Edition Overview Webinar Thursday, May 06, 2021  10:00 AM Pacific Daylight Time  30 minutesRegister Here.Acumatica is a company on a mission! We are a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere.Hear a company overview followed by a product demo highlighting Acumatica Construction Edition. Find out why more mid-sized companies are choosing Acumatica as their ERP solution. 

A client implementing Acumatica Construction Edition uses Procore and will implement the Acumatica/Procore integration. They’re also implementing Acumatica CRM.  They sometimes encounter opportunities that originate from their clients’ Procore and wonder if there’s a way to connect the two.  The details for such a connection have not yet been defined, I’m not yet able to articulate the integration requirements.  But wondering if others have encountered this scenario.

Acumatica Community - Looking to collaborate and share on the topic of Daily Field Reports in construction (specifically subcontractors)We are working through our setup and implementation, and I wanted to reach out and see who all out there might be willing to collaborate and share experiences and lessons-learned…We are a specialty subcontractor in the glass & glazing space, and we typically run crews of 5-6 with 1 supervisor or up top ~20 with 2-3 supervisors on any given job. Reach out and I can share more details and see if it makes sense for us to collaborate. Thanks, John john.shaddix@momentum-glass.com 

A client implementing Acumatica Construction Edition is awarded contracts involving multiple similar projects which they manage collectively as a program.  For example, a national retailer may award them a contract to perform the same work at multiple stores (sites) across the country.  This is conceptually similar to projects and subprojects.  Have others encountered similar use cases?  How have you implemented them?Implementing the program as an Acumatica construction project isn’t ideal because each site has its own project address, project manager, subcontractors, schedule, etc.  On the other hand, Acumatica appears to not have a way out-of-the-box to group projects into a program.

Title: Acumatica's Construction Edition Canada LaunchDate: Thursday, April 15, 2021Time: 10:00 AM Pacific Daylight TimeDuration: 45 minutesThis presentation will begin on Thursday, April 15, 2021 at 10:00 AM Pacific Daylight Time.Audience members may arrive 15 minutes in advance of this time.Join us on Thursday, April 15, 2021, on our Acumatica's Construction Edition Canada Launch event showcasing present achievements and future directions in design, technology, and product development.Register now and gain access to the full e

Is there a separate customization package for Construction Edition in 2021 R1? or Is it built-in already? Thank You

Acumatica Construction Edition Overview WebinarMarch 16, 2021 10:00 am - 10:30 am PSTJoin us in this webinar as a construction industry expert gives you a demonstration of Acumatica Construction Edition including new 2021 R1 features – modern, cloud construction and accounting software – that is easy to use, helps connect your teams and improves your project visibility and profitability.REGISTER NOWConstruction Overview Webinar - March 16, 2021 

I am not able to disable/Revoke this permission. Found the setting name in two nodes (projects and project preferences, but those settings did not block the ability to check the box and save the project)