Construction

Creating a construction schedule - calendar view or Gant view displaying each project and the duration. This could be a separate screen or a widget option within a dashboard. Having the calendar view would our company to see gaps in work and the scheduling of project teams (site supers, project managers and admin, and subcontractors). We currently need to use a third party resource to accomplish this task.

Had a subcontract that was of closed status with a remaining unbilled amount of >15k (this went back to the variance amount at the time of closing. A user then did a Change Order with the remaining variance that was left on the cost code at the time (around $600) to reopen the Subcontract.When the Change Order was created the Subcontract went to status over budget immediately and the cost code budget went to -15k. As the unbilled amount value returned to the Subcontract from the cost code. Is this expected behaviour? How do I fix this? All buttons as admin are now disabled on the Subcontract and the subcontract does not display when trying to do a Change Order if we were to try fix it this way. 

Hi,In 2024R1 our Add PO/Add PO Line/Add Subcontract/Add Subcontract Line buttons on Bills & Adjustments only showed POs related to the Vendor/Project selected.When testing in 2025R2 it shows based off Vendor selected only - is it an easy fix to add in to each button to factor in project also?   

I’m attempting to create an AP Bill that should post to the FA Accrual Account (142920) in order to track the CIP of an asset. Since this is a project-related transaction, I used the FA Accrual Account, which is configured in the Account Groups on the AP Bill, so that the actual values flow through to the project.Below is a screenshot of the AP Bill entry The Journal Entries: Debit the FA Accrual Account (142920) and Credit Accounts Payable (205101) which is correct.Screenshot of the Accounting Group showing the GL Account linked to the AP Bill, ensuring project costs update correctly. When I try to convert the purchase to an asset, on the release of the entry, I get the error: Error: Inserting 'GL Transaction' record raised at least one error. Please review the errors. Project is Required but was not specified. Account '142900 ' used in the GL Transaction is mapped to Project Account Group message.  You will notice the error is referring to account 142900 (Project WIP Account) which i

Hello!Do any of you that use Payroll print multiple w2’s for multiple cities?  We have used Aatrix in the past but they say they can no longer do this because Acumatica is webbased. Thank you! Kay Howe

Is it possible to add a Completed On field on the Projects GI, similar to the Created On field?

Hello everyone,I haven’t seen much confusion about this, so I’m sure there’s a straightforward solution that I’m just missing! I finally got our construction team to start using cost projections to project the future of their projects by budget line in 2023 R2.We’ve just completed our upgrade to 2025R2 and I noticed the project status screen which seemed very helpful, but it runs off of a new cost projection by date screen. It seems a little less intuitive because you can’t import an excel and it doesn’t display the budget description per line. Any tips for using this screen?Do I have to now convert the team to using this screen or is it possible to make this screen load the info from their most recent Cost Projections? What is the purpose of the date functionality?I ask all this just because I really like the dashboard. Thanks to any and all help and information, I’ve already reviewed the ACM notes and it doesn’t really help differentiate these two projection methods.

Hello!What is the best practice for invoicing a deposit within a project? I have tested using VAT tax prepayment invoicing, which seems to work somewhat, although it is cumbersome, and was not developed for using in projects.Thanks! 

Hi, a lot of our prospects and customers use FieldWire for the Field operations and especially for Plan management. The application is pretty advanced and I don’t think that we have an ISV that could replace it and most of them want to keep the application. Am I wrong does Acumatica have an ISV that can compete with FieldWire ?  If not, does any has any experience with integration FieldWire to Acumatica ?

Is there a no code way to disable the Put On Hold on a PO if there is an invoice attached? If this is not possible is there a way to disable if status is ‘Open’ (PO fully approved)

Hi All,This is the billing rule formula I am using to pull in my project billing which is T&M. It’s excluding a project task which is fine. However, when I do a change order to the revenue budget in the project, after running project billing the line item that has a change order is pulling in a 0 dollar value to the invoice. How can I modify my billing rule to pull the correct unit price for the change order? Any guidance would be appreciatedT&M Billing Rule Formula:   =IIf([PMTask.TaskCD]='MAT', 0, [PMTran.Qty] * [PMTran.UnitRate]) Thanks,Frances  

It looks like when putting up revenue budget in Project, the Unit Rate doesn’t populate price that is effective on the start date of the project.Wiki below suggests that the rate should use the effective rate but it doesn’t appear so. Example:Price is setup on an inventory ID for a customer price class: Item 111 for customer price class AAA: $105 expired at 14-Dec-2025.Item 111 for customer price class AAA: $110 effective from 15-Dec-2025.All other info such as UOM, currency, etc are equal.But when setting up revenue budget of a project that starts from 16-Dec-2025 for customer that belongs to the above price class, the populated Unit Rate is $105.Anyone has same issue? and if so, how do we solve this?

Hi all,I’ve been trying to find a way to add the On Hand qty of an inventory item on the Job Item Requistion screen and it’s not pulling the qty. I also thought of doing a side panel of on hand qty. What is the best way to handle it? I know that it is a virtual calculation in the background.   

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?

Summit 2026 Breakout Session Presentations - ConstructionAttached are PDF versions of the PPT presentations from our breakout sessions. AI & Machine Learning in ConstructionBuilding the Future with New InnovationsConnected Construction: Driving Efficiency and Awareness Between the Jobsite and Back OfficeConstruction Payroll: From Jobsite to Paystub—Powering Construction Success with the Payroll RoadmapConstruction in Action: Real-World Demopalooza for Streamlined OperationsAcumatica Construction and Services: Experts Take Your QuestionsField Services: Update on What's New and What's NextThe Future of Field ServicesProject Billing: Bill Smarter, Close Faster with New Reports and Interactive WIPProject Configuration and Performance Tracking: Mastering Professional Service Project HealthProfessional Services Edition: The PSE Journey and What’s AheadUsability Best Practices: Reduce Clicks and Save TimeProject Reports: New Date-Sensitive Project Reports and 360 Dashboard to Get You from

 Hello Community, Background:For some reason Acumatica database design team instead of adding DailyFieldReportId field to PMTimeActivity and EPEquipmentDetail has decided to add two dedicated tables that only holds references to the Key fields of these two tables and DailyFieldReport.1) The DailyFieldReportEquipment has only 4 fields as follows:DailyFieldReportEquipmentId which is an auto incremental Identity field and doesn’t really add any values. DailyFieldReportId which holds a reference to [DailyFieldReport.DailyFieldReportId] EquipmentTimeCardCd which holds a reference to [EPEquipmentDetail.TimeCardCD] and EquipmentDetailLineNumber which holds a reference to [EPEquipmentDetail.LineNbr] The three reference fields are also set to be the Key Fields of the DAC. 2) The DailyFieldReportEmployeeActivity has only 3 fields as follows:DailyFieldReportEmployeeActivityId which is an auto incremental Identity field like the DailyFieldReportEquipmentId and doesn’t really add any value. DailyFi

 We recently received a Purchase Order. It was split in receipt due to one container coming in November and the other in January. The first receipt for the items that were received pushed through correctly. Now the second receipt that we received today is not showing up correctly in our Inventory storage details. we have receipted the remainder of the soccer ball and have pushed the Bill - on hold as you can see below. However, the soccer balls received in the second and third receipt are showing in QTY available and not on QTY on hand. Which it should show on both columns. This is not allowing us to push any sales orders through to shipment because it shows that there is 0 in inventory.  Please help.       

I have an e-mail that triggers off a business event that tracks when a project is switched to Active status. I’m using this phrase in the Email Template “To:” line ((PMProject_ownerID!Email)) but it is not picking up the Project Manager we have selected as the OwnerID on the Projects (PM301000) screen. When I use this phrase in the body of the tempolate:  ((PMProject_ownerID_description)) I DO get the correct first and last name of the project manager.  But even using this phrase:  ((PMProject_ownerID_Email)) I still can’t pull the E-mail into the “To:” line. Do I just have the wrong syntax when trying to pull the Email address into the “To:” line??

Is there a way to enter a PO with Negative Amount? This is for the Construction edition. Client’s current system has number of POs with -ve amount and I was looking for the best way to handle them? Has anyone come across this scenario?

Getting this error trying to ENTER AP BILL from the Subcontract.There is no inventory item on the line - so no receipt needed.Line item - closed uncheckedUnbilled quantity and amount = total amount on Subcontract.Close PO Line = By Amount As a work around, we are able to create a new bill and then add the subcontract from the bill. Any ideas on the cause of this error?  Thank you!

Hi - I have a situation that I can’t find any documentation on and hoping someone here might know.We have employees who are doing weekly timecards, and they would like to be able to preload from the previous timecards. This works really well, but during testing we noticed that if a user entered a Stat Holiday (HL) in a particular week either manually or by using Preload Holidays, that earning type was not carried over to the next week when we used the Preload function. Intrinsically this makes sense to me because we don’t want to mistakenly enter stat holidays where there are none, so i assume there is some coding in the system that limits this.Today we found that the same logic is being applied to Vacation time (VL). If a user enters it one week, and then creates the next week’s time card and uses the Preload option, the VL line is not carried over. Is this happening for the same reason as the HL time, and is there some coding or logic somewhere that’s driving this? It’s not a problem

I couldn’t create this as an idea and always ask me to select a product which I did,So I’ll post this as conversation. One of our client suggested and posting this on their behalf. The functions within Acumatica no longer align with CRA requirements.  Please see the link below from CRA.  The CRA requirements should be reviewed an an annual basis by Acumatica to ensure compliance with current processes. 2025 CRA Changeshttps://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/t619-next-year.html 2026 CRA Changeshttps://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/t619-2026.html In the screenshot, as per CRA, the Transmitter Number is no longer required.  This should be removed.  Also the Program Number should have "RZ", which indicates Information Return, versus the "RT" which indicates Tax Return.  

In 25R2, is there a way to control the default status that is assigned when the Amount to Invoice is changed in a Time & Material line on a Pro Forma invoice? A client of ours is noticing it defaults to “Hold Remainder” when they would prefer it to default to “Write Off Remainder.”

Hello we are on version 25.201.0213 and when using Modern UI on the pro forma invoice screen, users lose access to edit tax zone, exemption number, and tax type. While I will in the future be able to fix this by creating a customization to add the fields back to the view, currently don’t know how and this should have been standard out of the box with using Modern UI. Classic UI Modern UI  

Hi everyone, I tried to return the item and this error pop up.Can someone help me with it ? Thank you !!!