Construction

I’m working on developing a Project Cash Position Report for a construction company in Acumatica and would appreciate guidance from anyone who has built something similar.Goal:To create a report that shows a real-time (or near real-time) cash position per project.the report would help project managers and finance teams understand current and projected cash flow at the project level

Hello everyone!We’re new to 2025R2 and currently testing in our sandbox. Of course being a Construction client and having been to Summit we’re excited about all of the new bells and whistles, most importantly we are looking forward to the Construction 360 Dashboard. Much to our dismay, we ran into a “lot of zeroes” after turning on the Modern UI and trying it out. However, we learned that most of the information can be populated through the Cost Projections By Date, and now have 13 out of the 15 columns populated with stats. This of course leads me to a few questions which I hope the community can help with:For setup purposes, does every Construction customer have to run the ‘Cost Projections By Date’ report each and every time they want to see updated stats? If that is the case, have you just created a B

I am reviewing the Project 360 Dashboards and came across a tile that I don’t have access to. I cannot find where to provide or grant access either.  On the Project Status Screen (PM301500) form the Documents to Approve widget is showing as below and states that I do not have enough permission to view this,  (I am an admin account)  If you click into the “Unpaid AP bills” tile it takes you to the Approvals page, where I have access to. And the “Potential Change Orders” tile takes you to the “Change Orders “ screen which I also have access to. I reviewed the Site Map, Class Dashboards, and Dashboards screens, Access Rights by Screen menu and could not find the correct area to update permissions.  Would anyone know where I would go to update the permissions? Is this a potential b

Hello Community Effective 25R1 Acumatica has changed the legacy method of using Single or Multiple projects per document. Now when a user changes a Project from Invoice Header, all lines project is updated to be identical to the project from header. Also, if a user selects different projects in the lines, the header project is nullified and instead a text “<Multiple Projects>” is displayed. In my view it would have made most sense to allow selecting a “Primary Project” on the header which would be copied to the lines by default, but user could change the line “Project” without the “Primary Project” is being nullified.I have spent some time to figure out what Graph/Ext and possibly FieldUpdated events are triggering this logic but cannot find the right piece of the code. Has someone possibly searched for these two logics and have found it so can pint me to that piece of code? Thank you in advance for any insight. 

Team - can anyone explain why the Open AR Balance field is never 0 for invoices of the Voided status?  I’ve got a client who is asking if this can display as 0, but I can’t find anywhere where it can be configured.    

Hi,I have a situation regarding the release sequence of pro forma invoices and would appreciate some clarification.Here is the scenario: Pro Forma 1: Large lump-sum amount(Progressive) (still pending client acceptance) Pro Forma 2: Extra work (T&M) currently under discussion with the client Pro Forma 3: Large extra T&M amount that has just been accepted by the client Pro Forma 4: Newly created All of them are currently on Hold.Since Pro Forma 3 has now been approved by the client, I would like to release it so we can proceed with invoicing. However, Pro Forma 1 and 2 are still under discussion and cannot be released yet.Is it mandatory to release pro forma invoices strictly in the order they were created?If so, what would be the recommended approach in this type of situation where

Having an issue trying to cost Inventory to Projects. Here is our workflow:We create a Service Order and associate it to a Project. We then requisition items by either creating POs within the Service Order, Appointment, or Project. I can confirm that when the items on these POs are received, they are going into Project Stock and not Free Stock. However, when attempting to Run Billing on the Appointment we are receiving the below error. It is as though the Service Order/Appointment is trying to create an Inventory Issue from Free Stock. Is there some setting I am missing to make the Service Orders create an Inventory Issue using Project Stock?I do not want to “Allow Issue from Free Stock” as the material I am trying to bill is in Project Stock

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. 

We are almost ready for Go-live and the customer noticed that the description from the change request isn’t carried over to the Change Order. The process:Change request creation 00001 Click on the Create Change Order button to create the Change Order  While looking at the cost budget it’s empty. As seen on the screenshot below: 

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?   

Has anyone built out a dashboard or report view for a traditional bid board for an estimating/sales team managing multiple bids with various sub-contractors successfully? 

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. 

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?

I would like to gather suggestions on how we cam handle intercompany transaction under a single Job in Acumatica? Also, looking to restrict the visibility of for instance, Company A data to not be visible under Company B and Vice Versa.What could be best practice?

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 proje

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.