Discussions about construction edition features
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I am creating forecasts for our revenue budgets by period. I would like a way to create a dashboard where you could see the project forecast visualized by period (i.e. by month).Has anyone visualized a project forecast within a dashboard?Thanks!
I have a scenario with projects where all costs over the course of the project are accumulated in balance sheet accounts. Once the project is mark as completed in Acumatica, all costs and revenues associated with the project should move from the balance sheet to the P&L. Ideally, this would happen when the project is closed and not when the AR invoice is released. Is it possible to use Allocation Rules to accomplish this? It appears that it can only happen on invoice release. Can I configure a rule that only allocates when manually exectued after the project is closed?
Hello all,I have a scenario where I have multiple projects and have around 10 employees working on each of these projects.Now it is not mandatory that all these 10 employees would have a different rate for all these projects. Only 2 or 3 employees, lets say, would have a different rate whereas the rest would follow the standard rates. I came to know about the rate tables, rates types, rate lookup rules , but in case where I am looking to not upload the std rate each & every time whenever a new project is added. I am only looking to add a new rate for those employees who will not be going to follow the std rate.How can I setup the Amount calculation formula under Billing rule? Thanks in advance.
Dear community, The product engineering team is investigating various situations and real-life scenarios that happen around tax calculation upon purchase and use of material for projects.In particular, we would like to hear from you what’s a typical practice today in the following cases:What does a construction company do, ifThey bought material for a specific project, paid use tax for it. After the work was completed, they returned the remainder material to the vendor. Will the construction company claim the respective portion of the use tax from the tax authority? They bought material for a specific project, paid sales tax to the vendor. After the work was completed, they decided to sell the unused remainder material on the market. Will the construction company claim the respective portion of the sales tax from the tax authority?Your thoughts and feedback will be greatly appreciated.Thank you in advance!
We are running into an issue with the Construction Project End Date due to the fact that we need to make end of year journal entry updates and to do so we must activate the project again. When we mark the project as closed after making our updated journal entries, it is updating the project end date to the current date which cause issues with our Project WIP report. Is it possible to manually set the Project End Date after Completing the project so that are reports remain accurate?
I have not been able to find a successful method for this yet.Wrong stock item was issued to a project/cost budget. The correct item has since been issued, but trying to remove or reverse the wrong item out of the project. I can do a receipt or adjustment back into stock on the inventory side if needed, but I am unable to determine how to reverse the issue project transaction to correct the project. Thank you,Greg
hello,I have a scenario where we have multiple rates for lets say one employee on multiple projects. How can i setup my allocation rule that whenever an allocation transaction is ran, it takes in the rate specified for the particular project?Thanks.
Good day,I am trying to figure out why Project Quote/Quote correction/edit function is not available to my users. As the administrator, the correction feature is unavailable.I check my roles and access rights. Where could this feature be hiding?Thank you.Evan
Hi!looking at the project dashboard in the sales demo, I am getting this error when switching between projects. I have a feeling this is in regards to a table but I am not sure. Has anyone seen this and been able to resolve?
We have a report that generates from the Daily Field Report and it automatically emails a pdf to a project distribution list. The report shows as many as 8 images on it, and because Acumatica can’t render HEIC files on the report, our users are uploading 5MB+ pictures to their daily field report. The file that’s created for the DFR PDF is now in excess of 25MB and creates issues trying to distribute to external mailboxes. How do I get the PDF to not be so big?
Hi everyone,I have a customer who has a requirement like this. After they setup the project, they want to create a project budget, review it and then lock it. At the same time, they want to create a project budget forecast for this same project. If there are changes to the Revised budgeted quantity and Revised budgeted amount values in the project budget forecast, can they update the same columns in the project budget ? I have tried doing this, but when I click on the “Update project budget line” command in the project budget forecast, it does not update the same values in the project budget. Is there a way to achieve this functionality ? Please advice. Thank you,Ashani Dias
Hello, I’m looking to pull together a report or GI that can show our PM team the inventory that has been consumed (issued) by each of their projects. The report/GI would need to group together each SKU that’s been issued. For our company, we are issuing material as a way of consuming it out of our inventory and into either production in the factory or directly sent to the job site. For example, we have project A and B and inventory items 1,2 and 3. I need something that shows us for project A, how much of items 1, 2 and 3 have we Issued and the same thing for project B. I have looked into the Project Cost History report, but this doesn’t show us the SKUs that have been issued. Thanks!
I can’t find a way to mass remove the hold box - does anyone know if there is a setting somewhere or any mass action to remove hold on Employee Time Activities? All we need is the time activities that sync from WFG to be completed and then can use mass action to RELEASE them in screenID EP507020
To our clients looking to move to Acumatica, the Employee Time card function in Construction seems pretty cumbersome. But I hope someone can point me to better ways to do the following:How do you enter a note for a specific day of the week that can appear on invoices? The only workaround I can think of is to enter a line for everyday… OT entry seems cumbersome - Is adding a new line with the OT earnings type the only way? Thanks.
We are experiencing an odd behavior related to the cost projections module, Projected Completed (%), and importing previous revisions. I’ll try my best to explain this one…When I import an Excel file that has Projected Completed (%) already populated from a previous revision… certain rows (screenshot below) aren’t adding up properly. It shows 100% complete, but why is there still values in the Projected Quantity to Complete (11.22) If I manually override that 0 and enter ‘1’ in the Projected Cost to Complete, this happens. Gets closer to the real number. Then if I switch it BACK to 0… it’s correct. I have seen other odd behaviors where it’ll be marked as 100% completed but there is still a Projected Cost to Complete therefore it throws off quantities remaining…Like this one - because it’s 100% there shouldn’t be anything in the Projected Cost to Complete column? The reason we’re exporting / importing right now is so that project managers can create a revision each week and not have
Hi Team,I have a question regarding the contract billing in the system. All I want to know is what are the steps which I need to follow to create the automation schedule for the automation of contract billings. Kindly help me to sort out this matter with clear steps.Also it will be really helpful, if anyone can explain it by screen shots of the system with an example.For an example, I have created a customer contract which needs to be billed by monthly. The contract period should be 01 year and the invoice should be generated monthly. Therefore, I need to create the invoice automatically by the system and save it as a draft without my intervention.Appreciate your support. Thank You and Best RegardsYashodha
Has anyone integrated Bid to Win (B2W by Trimble) for brining projects into Acumatica Construction? Is it through an API or custom CSV? Would love to talk
Hi,If a user submits time for a project under Employee Time Activities but the approver is not the original project manager linked to the project, that time will still show up under the original Project Manger’s list for Approve Time Activities and under the other approver also. Can someone confirm if this correct and also confirm that this will not happen for non-project related time. I tested both scenarios and it seems to be the case. Let me know. Thanks,@FrancesPantelidakis24
Question, we have a client that requires the need to bill different customers to one construction project ID? Is this possible? I don’t think so but wanted to check? Also, can change orders be imported into projects? Please let me know. If multiple customers cannot be linked to one project any suggestions?
We have a few common dashboards for different groups created. We are setting them up as user home pages - however I don’t see a way to save the parameter filters to their specific Branch/project manager. Is that possible instead of having to select it everytime?
