Construction

Hi,Could you please anyone provide a quick guide to add attributes to Equipment form. When we add attributes to the customer/stock items we add to the customer/Item class. But here in equipment, there is no class and the plus button is not enabled to add attributes. Thank you,Dulanjana 

Has anyone had success importing project template tasks? My client has about 500. Any tips are appreciated. :)

Hi, I’m not the most versed with the Project module, but I have a customer who uses projects and has some restriction groups configured to limit access to projects, mostly along branch lines, they have several branches. That part seems to be working, users are only seeing projects that they are assigned to in the restriction group (via project groups).  What he is reporting however is that on the Project Transaction screen, users can see and call up transactions tied to projects that they don’t have access to otherwise.  And his biggest issue is that they can actually Release these transactions as well.   It also looks like they are using that Project Transaction Visibility by Account group and again, that part is working in that it is blocking access to some transaction lines, but he’s saying even with that, it still allows the user to call up the transaction and release it.   I haven’t gone through a full test on this, although I did confirm that I can see the transactions tied to pr

Hey Acumatica Community!As we know, he construction industry is evolving rapidly, and digital transformation is no longer optional.From equipment utilization and ROI tracking to telematics and automation, the need for connected, data-driven workflows has never been greater.That’s why we’re thrilled to announce an upcoming live webinar featuring Acumatica’s own Joel Hoffman and Mike Gillum, who will be showcasing the latest advancements in Acumatica Construction Edition alongside the official launch of IIG’s new Construction Equipment Management solution.📅 Date: Wednesday, October 22🕘 Time: 9:00 AM PT / 12:00 PM ET💡 Why AttendWhether you’re a partner, customer, or prospect, this session is designed to empower you with actionable insights:For Partners: Learn how to position and demonstrate Construction Equipment Management to drive new opportunities. Gain insights into Acumatica 25R2’s new UI and AI features to enhance your sales story. Engage customers with a powerful, constructi

Is there an easy way to get the Project Address to auto-populate with the Default Location (the shipping Location ID specified on the Opportunity)?  

HiWe have recently gone live with Acumatica, the company doing the implementation With current live projects opening balances and revenues were loaded via the Project Transactions. With doing this process when we run the billing on a project, previous claim values and retainage is not recognised. How should I be re-doing the opening project balances so values are recognised so the progress claim/ Proform Invoices workflow can be utilized Thanks

Hi,I'm currently doing proforma invoices with retainage set at Contract Cap Retention 10% Cap 50% I leave Proforma Invoices on hold until payment is certified Due to the nature of different systems I often have my claim amounts approved but retainage calculations can differ. How can I affect retainage values without affecting claim values? These cells seem to be locked on both Revenue Budget and Proforma screens. Thanks

Dear Team,We are using vendor Attributes and Selectors as below but it is always showing Employee details. It happening only happening in particular customization form other forms all okie. Here is my code. [PXSelector( typeof(Search<Vendor.bAccountID>), typeof(Vendor.acctCD), typeof(Vendor.acctName), SubstituteKey = typeof(Vendor.acctCD), DescriptionField = typeof(Vendor.acctName), SelectorMode = PXSelectorMode.DisplayModeText)][VendorActive(DisplayName = "Account ID", Required = true)][VendorNonEmployeeActive(DisplayName = "Account ID", Required = true)]I tried all the 3 options above but i am always getting as below Work Fine below as in other places Regards,Sakthi

I am having a problem when I print an AIA Proforma Invoice for a project that has a change order with a cancelled status.  The change order does not show on the second page of the report, but it shows in the cancelled change order value in the Change Order Summary area.  In the screenshot below, the additions should be $80,219.25.  There was is a cancelled change order in the value of $25,645 being included that shouldn’t be.  Is this a known issue or how could I customize the report to eliminate the cancelled change orders from the change order summary? 

The Professional Services Edition is integrated into the Acumatica ERP 2025 R2. A new Professional Services feature has been added under the Projects feature (for the Professional Services Edition license) on the Enable/Disable Features (CS100000) form.The Projects workspace name and icon depend on the enabled features. Please see more details here: Construction FAQ: Professional Services feature switch

Dear community,We are doing some research and would like to hear from you - what kind of AI tools do you use on daily basis, in non-ERP scenarios?For example, do you use Copilot in MS Word or Excel? Do you use ChatGPT or Claude? How much time do you spend with these tools, e.g. hours per day or week? What is your role at your company? (e.g. CFO, consultant etc.) Thank you so much for your responses!

After the update last night, we have an issue when creating a change order. When we “add commitment” and select a subcontractor, it brings up every SC written to that contractor, rather than just the SC for the current project.  Anyone else having this issue?

We would like to Import Time activities for multiple employee. So we have added required Employees in Company tree > Admin > under Workgroup section. But the Employees are not showing in Employee selector of Employee Time Activities screen.Are we missing any setting, please let me know.

Hello,I used to be able to reopen subcontracts that were in Construction > Projects > Commitments. I have since been playing around with access rights and now it is no longer an option.  What access rights will need to be configured in order to have access to this again?  Thank you,  

What is the “Current” Best practice to Migrating 100s of all types of Projects in 25 R1 and reconcile to Financial Subledgers and General Ledger to prepare for cutover to take client Live?

Acumatica has a PMProjectRevenueTotal DAC which I can join to the Projects GI to display projects’ Contract Total.  Why does it not include a similar PMProjectExpenseTotal DAC?  I can implement a custom DAC, but I’m wondering why Acumatica doesn’t have one, in case I’m overlooking a difficulty implementing one. 

Dear Team,Could you please advise me where I can setup Subaccount for Equipment Time Card transaction?After release Equipment Time Card, the system generate a Project Transaction with default Subaccount as imagedI have tried to setup on Equipment EP208000, Run-rate Item (Non Stock Item), Project default. How ever the system still pick default subaccount.Thank you for your attentionsYên Chi

We have noticed that even if a Task in a project has been labeled as a ‘Revenue Only’ task, costs are still able to be assigned to it in the form of material purchases and inventory transfers. Is this how it was intended to function? 

Is there a way to have the QR code open the mobile app to a specific appointment? The web version doesn’t do signatures but the mobile app does.  

We use Project Issues as a custom forms solution in via PM Classes and Attributes assigned to those classes.  As of today, we have a number of users whose iOS devices have updated to the most recent Acumatica Mobile App. In so doing, the ‘Attributes’ menu in the ‘Project Issues’ screen is no longer visible.  We found a workaround whereby uninstalling the app and reinstalling it seems to reinstate the Attributes availability on the Project Issues screen, but for a bunch of users that are relatively unsophisticated, it’s an incredibly arduous process to uninstall, reinstall, reconfigure server, go through two factor, etc.Is there a logical / good reason this happened?  I’m not trying to complain, but bugs like this are what make users / companies less confident in a system that they’re trusting to help run their business.

Dear partners,Could you please share your feedback on the integration with CFMA Benchmarker? Do your clients use it? Is there anything that we should improve in the integration?Any thoughts will be greatly appreciated.Thank you!

I recently corrected a Pro Forma invoice with incorrect amounts by reversing the AR credit memo application and then correcting the Pro Forma(progressive), as explained in Acumatica Help . This worked well for standard cases(progressive).However, I’m looking for guidance on a more complex scenario:👉 How can we properly correct a released Pro Forma invoice that includes at least one Time & Material (T&M) line, especially if the AR document (payment or credit memo) has already been released and applied?Is reversing the AR application (via Application History > Reverse Application) still a valid option in this case? Or is there a different process required when T&M lines are involved?ThanksRaphael

Hello all,I'm reaching out today to see how to recognize revenue for fixed fee billing projects in Acumatica. When I run billing for a fixed fee/percent complete project, it will immediately recognize the entire amount billed as revenue, even if it is a downpayment before work on the project even starts. I've been trying to build an allocation rule that will move that amount to deferred revenue and move the balance back into revenue as we put time and materials into the project, but I haven't had much success with it. I'm curious as to how some of you go about this and any ideas would be greatly appreciated.Thank you,

The new feature to manually add lines to a pro forma should behave like when adding an AR Invoice, but I find when I do this, the inventory ID’s price does not populate.We are on Myob Acumatica so possible this works in Acumatica later versions as we are always behind the US?Client wants to add an adhoc fee as and when required, and wants to ensure the price for the fee adds to the proforma invoice automatically.  They must have pro-formas as using that to clean up WIP / what to invoice client.

Our company is looking to change the standard formatting of our cost codes. We have been operating in the Projects module with an older 5-digit cost code structure segmented as 00-000 (Division-Scope) and we are looking to move to the latest 6-digit standards segmented as 00-00-00 (Division-Broad Scope-Specific Scope).I’m trying to help determine the best way to:Keeping the 5 digit structure for In Progress jobs that cannot be converted Allowing new jobs to start using the 6 digit structureHoping someone else has experience with modifying segmented keys, I wish I could add an additional segment key, but Cost Code is too widely integrated and is limited to a single segmented key.