Construction

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. 

I’m 98% sure the answer is no, but looking for any other input from the community…. Client uses FS Appointments for Projects Serial Number of inventory item is allocated/recorded on the FS Appt.  FS Appt. is billed to create Project Transactions IN Issue is then released Reflecting that the serial number has been issued to the project BUT… what if this was incorrect? How can this fixed, if at all? Is it possible to move this issued serialized inventory item from one project to another?I don’t see how this is currently possible. Any thoughts out there?  

What solutions have you implemented for costing equipment to projects at non-hourly rates? For example e a company owned jobsite trailer is on the project and they’d like that to cost to the project at a monthly rate for so long as it is onsite. Other equipment gets costed weekly or on daily basis. They’d like to assign the equipment and have it allocate automatically, not relying on equipment timecard entries.  I have a couple ideas but interested in hearing what has worked for others. 

Hello all,How can I calculate the original subcontract amount for an individual subcontract? Or where can I find it?The Ext Cost column looks to be dynamic but I’m looking to keep a track of the original cost too.

Good afternoon, Management Report & PM AR Aging - The only report i can find that has AR aging by Project with retention is the AR Aging by Project (Detailed with Retention)  But it doesn't have  grand totals by the various columns, 1-30- 30-60, etc.  The AR aging period sensitive (NOT BY PROJECT as well as the AR retained Balance both have the columns totaled, but then you cant run it by PM and you have two separate reports.  I thought i would ask here, before customizing to see what others are doing to convey this information to the PM’s/Management team.  Are you using a dashboard, customizing the Acumatica Report, using I thought i would ask here before customizing this report for the PM’s to be able to see the totals. Velixo, or other solutions. thanks for any insight.   

Hello Acumatica Community,Our AP workflow is based on Account Group, Tasks, and Cost Codes. I’m looking for guidance on two points: Apply to All Feature - In the Approvals screen (and also in Bills and Adjustments), is there an “Apply to All” feature for tasks and cost codes. For example, if multiple lines on a bill need the same task and cost code, can we assign them in one step rather than editing each line individually?  Preassigning Tasks and Cost Codes - Is there a way to improve our workflow by having Acumatica automatically assign tasks and/or cost codes based on specific vendor and project? Ideally, when we select a vendor (and project), the system would prepopulate the correct task and cost code for all lines. Any advice, configuration tips, or add-on recommendations would be greatly appreciated. Thanks,Konrad | Cratus Inc. 

I am not sure why the parameter to search by project was removed.  I run allocations individually by project to check the actuals against my calculated amounts. It just doesn’t make sense if the title is run allocations by project why would you get rid of the ability in the parameter to pull by the project. I am aware that I can search on the Project Id column but it was easier to have it on the top   Pulling by customer is not as useful. Typically with construction there aren’t multiple projects for one customer.

Requesting information on Role Set Up templates for Acumatica Construction Edition for a Prospect.If anyone can share,appreciate the support.

Hello all, My company and I are interested in the projectmanager.com integration and wanted to know how it integrates with Acumatica. We’re curious if there are any integration issues people are having and what kinds of data pull through between the two systems. Any information on this integration for the Acumatica side would be greatly appreciated. Thank you

Any expenses and documentation associated with a project should follow the default branch of the project, not the branch you happen to be in. It is unrealistic for every employee to change the branch they are in to put in an expense for that branch. In Project Management and Construction in general, the project branch should rule all. We have to change the branch on every expense, payroll, AP, Subcontracts, POs, and project transactions. Every company I have talked to that uses branches in the construction industry has this same issue. I talk to many potential clients and this is something they are concerned about to. This requires a TON of back end work to correct every entry that gets put in by employees not in accounting. Especially anyone using the App. There isn’t an EASY way to change the branch on expenses put into the app.

We often work for General or Electrical Contractors, who are not tax exempt. However, the project we are working on may be tax exempt. Since we use Avalara, the Project Revenue Tax Zone must be AVATAX—but there doesn’t appear to be an Entity Usage Type field to communicate to AVATAX that the project is exempt because it's a hospital, school, etc. The exemption type is important in completing tax returns for several states we work in, but as far as I can tell there is no such field in Projects!How do we set up the Project so that Avatax knows 1) the project is exempt and 2) the type of exemption (entity usage type in Customer). We can’t just add the Entity Usage Type to the GC/EC account, because we may be doing one project at a school and another at a federal building, both billed to the same GC/EC. It really needs to be specific to the project. Having to remember to modify the Project Billing invoice before posting is a hassle, so would love it if I’ve just missed som

Hi.  When I am printing the schedule of values on the AIA Report, only the items that are being billed are printing.  How do I get the entire schedule of values to print (including the items not being billed on the current pay application?

 Known Issue: The Project Accounting module stopped working on early morning 7/21/2025. Affected all customers who have The Project Accounting module. Root cause: changes in the the license feature switches that was fixed as of 7 AM EST. Actions needed: Hit the Update License button under the Activate License screen for this change to reflect immediately. We recognize the disruption this has caused and extend our sincere apologies for any inconvenience experienced Thanks,- Acumatica Licensing Team

Hi everyone,I’m currently working with Acumatica and trying to expose a custom table via REST API. I created a custom API entity and endpoint, but the API Create Record doesn't work.I'm using   Post {{url}}/entity/webOrderTaxComparison/22.200.001/webOrderTaxComparison/Save  Body:    {  "Entity": {        "WebOrderTaxComparisonID": { "value": 2 },        "WebOrderID": { "value": "WEB006" },        "AcuOrderID": { "value": "ACB006" },        "AcuTaxTotal": { "value": 95.50 },        "WebTaxTotal": { "value": 95.75 }    }}    or     Put {{url}}/entity/webOrderTaxComparison/22.200.001/webOrderTaxComparison  Body:  {        "WebOrderTaxComparisonID": { "value": 2 },        "WebOrderID": { "value": "WEB006" },        "AcuOrderID": { "value": "ACB006" },        "AcuTaxTotal": { "value": 95.50 },        "WebTaxTotal": { "value": 95.75 }

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. 

We have noticed that any payables/costs pending approval do not show under project transactions, even when the ‘Include Unreleased Transactions’ box is checked.  Is this a bug in the system or do we need to request this as a future system upgrade? 

We are looking to restrict visibility to non project invoices.Looking for best practice on how to accomplish this as we are just rolling out Acumatica. Since the default “X” allows anyone to see the transactions we were looking at creating an “SG&A” project and restricting that project to only accounting / executives. Thinking we’d then have to put all our SG&A GL accounts into an account group.  But would there be a way to limit that account group to only be valid for this specific project? Maybe some sort of restriction group? Thanks!    

hello all,I was wondering if its possible without customization to fetch the Sales A/c from the Employee record instead of hard coding it to replace (Account origin)? 

This happens on a non billable item. Can someone assist me in troubleshooting the below issue. Brief explanation:When a user selects a project task from the search option in Acumatica, it is always displayed as a billable item. However, once the form is completed using the same information, the task is correctly indicated as non-billable. 

Good morning, When a project issue is created in Acumatica there is an option to establish a cost or day impact. Once this is setup where would the cost impact appear? Would I need to create an AP invoice for say the busted water heater needing fixed? Same question with the Days impact? How does that affect my project and where would I see that appear besides just in Project Issues screen?