Replies posted by joelhoffman

17 Replies

M
Freshman I
MBillRJT050619Freshman I
asked in Construction

Report to view Employee's hours per project for a given timeframe

@MBillRJT050619 The Employee Hours Report (PM622000) and Employee Hours by Project and Task (PM623000) Reports show the total hours worked per project / per employee, but not within a date range.  You can look at adding a filter to those reports, or possibly create a Generic Inquiry off of the PM Time Activity or PM Transaction tables.  There may be some sample GI’s in your current system that can be used as starting points.

5
M
Varsity I
27 days ago
B
Jr Varsity II
bduprey51Jr Varsity II
asked in Construction

Progress Billing based on units

@bduprey51 @pchappell19 @nestor63 If you have not done so already, please review the functionality we added for Quantity Billing with release 2022 R1.  That should handle a majority of the revenue side of things, while we work on the cost side of things for 2022 R2 (shortlisted). Thank You.

4
B
Jr Varsity II
1 month ago
F
Freshman I
florencegoh50Freshman I
asked in Construction

PROJECT CARD - CHANGE CUSTOMER

@florencegoh50  - I believe it would be less common to have a need for changing the billed customer, but it does happen.  What I find more often is the need for billing multiple customers on the same project.  It has been recorded as an Idea, please add to the voting.  This helps as we review topics for releases.Thank You.Joel

2
F
Freshman I
2 months ago
K
Kristian
posted in Construction

How to use Project Budget Revenue Unit Rate in Billing Rule

Duplicate of  

1
J
2 months ago
P
pslaughter
asked in Construction

Using the AIA report on a Time and Material billing rule

@pslaughter  @ChrisWeidner - You are correct, the only way to do this currently is via customization.  We do have this on our roadmap, but it has not been assigned a release.  As mentioned earlier, please vote for the idea, as we use that information as part of our roadmap evaluations.  Thanks.

2
J
4 months ago
P
Freshman I
phillipmarottaFreshman I
asked in Construction

Activity Events - not in Projects

Thanks @phillipmarotta , I understand the request and added it to our Ideas page.  Please vote on the Idea, as the product management team reviews these counts, when building out the product roadmap.  

4
J
4 months ago
P
Freshman I
phillipmarottaFreshman I
asked in Construction

Activity Events - not in Projects

@phillipmarotta - Could you confirm that you’re looking for the “button” ‘Create Event’ to be added.  It will help us outline the scope.  Thank You. 

4
J
4 months ago
J
jbaker
asked in Construction

How do I save an email to an existing Project Issue

@moswalt96  - With our 2022 R1 release, we will be “unlinking” the Project Activity/Outlook requirement to have Construction, it will be based on having Project Financials (with or without Construction).

7
moswalt96
Freshman I
5 months ago
A
Freshman I
Angela Bloomer ConstructionAcumatica Director of Product Management
posted in Construction

Forecasting in Acumatica

Hi Toon,I assume you’re asking about Project Totals for each column within the Balances tab?  Currently, we total by account group, so I wanted to confirm your suggestion.Thanks.Joel 

20
J
7 months ago
J
jbaker
asked in Construction

How do I save an email to an existing Project Issue

@sean21 - There are two types of email logging here. The first item would be automatically capturing the email response when sending the email from Acumatica. This uses system email accounts, incoming mail processing settings and some other conditions.The second item is using the Acumatica Outlook Add-In.  This looks like your attachment, so that is dependent on the settings within Enable/Disable Features.  Construction Project Management would be required for logging activities to Project Issues and RFI’s.

7
moswalt96
Freshman I
5 months ago
R
rmegill13
asked in Construction

Photos to Project via Mobiel App

Ray,You’ll want to check your version.  With Acumatica 2021 R1, we allow files to be uploaded to a project from the mobile application.  There were some earlier discrepancies between Android and iOS users, they are both OK with 2021 R1.Within the Project Summary, on the Android version, you’ll see a paperclip in the upper right corner, while on the iOS version, you’ll see ‘Files’ in the bottom left.If you do not see this, please contact support to have it reviewed.Thanks.Joel

1
J
11 months ago
J
Freshman II
JohnBeiler61Freshman II
asked in Construction

Creating opportunities in Acumatica CRM from Procore

@JohnBeiler61 I have not had other requests for a CRM integration yet.  Typically, I see companies using the Procore Pre-Construction functions and want to integration into the ERP once the project is awarded.  Same workflow with folks using Acumatica CRM.  Once project awarded create in ERP and sync with Procore.Once the touch points are determined between the two systems, you may look at the export/import scenarios for integration.

5
mike.gillum
Varsity II
1 year ago
A
angied
asked in Construction

Meeting Minutes

@angied - Meeting Minute entry is on our short-term roadmap, please see idea; https://acumatica-en.insided.com/idea/3428 and enter your vote.  It helps us understand who asks for things and also provides us a way to reach out if there are questions.Thanks. 

1
J
1 year ago
J
jbaker
asked in Construction

How do I save an email to an existing Project Issue

@jbaker - There are a couple of ways to do this;Emails sent out of Acumatica will have a link back to the Project Issue (or other document) that can capture responses automatically.  It is based on matching the subject line in the email with the document. With the Outlook Add-In, you should have the ability to select the person, then ‘Log Activity’ to the corresponding entity, in this case, Project Issue.  This will copy the email to the Project Issue Related Activities tab;  Hope this helps! Joel

7
moswalt96
Freshman I
5 months ago
W
wstork
posted in Integrations and ISV Solutions

Procore Integration

@wstork  @Tkrause  - Have you been able to make progress with the integration?  If you have questions on the integration, let me know.  I’m happy to help. Joel

2
J
1 year ago
M
Freshman II
msw21Freshman II
posted in Construction

Change Orders

Currently, within Acumatica, a negative commitment change order is possible, but only when applied to an existing subcontract detail line and the new value does not go negative (less than unbilled amount). Users cannot create a commitment change order that creates a “new” negative subcontract detail line. That is an open item on the roadmap, planned for 2021 R2. We are looking at what it will take to get those changes specifically singled out for earlier releases. The key is the change order commitment detail line status. It will be 'update' or 'new'. If update, negative OK, based on balance. If new, negative not available.

6
B
Freshman I
1 year ago
A
Freshman I
Angela Bloomer ConstructionAcumatica Director of Product Management
posted in Construction

Forecasting in Acumatica

@johnshaddix38  and others;Thank you for the feedback.  The two items represent different areas of focus.  Project Budget Forecast helps clients to compare actual costs and income to budgeted entries, by financial period.Cost Projection is used when clients wish to forecast a few specific numbers (Cost to Complete, Cost at Completion, Percent Complete).  It is geared toward a Project Manager projection/review, allowing different levels of consolidation (Cost Projection Classes).Currently, the Cost Projection values are not on the standard WIP Report but could be added via the Report Designer.  They are visible within the Project/Cost Budget tab, and can be added to any Generic Inquiries you may have (you’ll see CostProjectionxxx fields within the PMCostBudget table).​We are working to enhance the entry and reporting capabilities surrounding Cost Projections and have been reviewing the excellent suggestions made here. @bbarker3  – There should be a ‘Copy Revision’ button available in th

20
J
7 months ago

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