Looking for a full description of what Project Management module does. Trying to understand what it entails and justify the cost of it to my CEO. I know it will benefit me but want to see how it will benefit others in the office.
Why can't I see all the JOBS in Project Management when I try to do Commitment COs.
Some jobs are listed but not all. This prevents me from entering a revision in Commitment COs.
Hello, we're working on Sage 100 Contractor version 25.1.330.0. Is there any way to copy a custom Project Work Center menu from one device/user to another or to make the custom menu the default for all users?
We entered original budget with units (quantities) and a few approved change orders with quantities. But original quantities and only part of the change order units are appearing in the 3-5 budget screen. The 3-5 budget screen is leaving off part of the…
Hey guys,
First things first, I'm extremely green to Sage 300 and I'm looking for as much information as I can possibly get together.
Long story short, I want to get my company integrated with Procore and Auto Quotes. AQ is a must as it's industry…
Hello,
I use the Sage 300 Construction Correspondence log in the Project Management Module. I often have to hand type out 8-10 lines of repetitive information for each subcontractor I enter in the log. Is there a way to give the system the name of a…
Is anyone aware of a way in Sage to have an alert sent to our Project Managers when items are received for their jobs? I have been told that this isn’t an option that can be created in My Assistant because it relates to the Purchasing module. Any insight…
I have 2 Cost Codes that have randomly stopped working for 2 users. I am the Admin and it won't let me use them for 1 specific job only. The other 2 users is for any project.
Won't allow them to be used when entering a Change Order Request in Project…
I'm curious to know how other companies use Sage. We currently have 1 person who can do everything - all posting, deleting, voiding, etc. This is also the only person who can cut checks and post adjusting entries straight to the general ledger. We have…
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We are getting more requirements from our Owners to formally report our Tier 1 and Tier 2 Diversity spend. We have all of our subcontractors set up in Procore with their diversity status but it looks like getting the spend report out of there is not going…
We have been using the PJ Log addin for outlook. However, our project managers think it's too time consuming. So they do not use it. I have to admit it does take some patience to create a log entry. So just wondering if anyone is using a better alternative…
The Update of the "Assigned employees" table in the "Project management" window only works in creation mode.
It would be useful if employees where automatically deleted in this table in case of : - Removing the assignment of an employee in an activity…
Does anyone use the Subcontract Compliance feature for both Private AND Public Works projects in California? From all the articles i've read, the standard setup and options are not conducive to our state and customer requirements. I'm wondering if anyone…
I'm having trouble joining the JC Job Master file with the PJ Job master file. This seems like it would be straightforward joining "JOB" ON "JNUM" but it's not working. Any ideas?
Good morning!
I've noticed that when I have a change order that has numerous change requests pulled into it, my system can't handle it. I have to add a few slips at a time then save and continue unitl I've pulled all slips in, IF i can even get that…
When a vendor sends their credit note related to a commitment and subsequently provides their corrected invoice bringing amount invoiced to full value of commitment, we can't successfully enter the subsequent invoice and have to create a POCO to increase…
Hi,
Has anyone had issues when working in Subcontractor Compliance Management via Project Management or Accounts Payable?
I am having an issue when clicking on the Misc tab, it kicks me out and produces a message that the Application (PJ or AP) has…
6 Steps to Generate an Order using Project Management and MRP
You know how excited I am to detail how to combine PJM and MRP to generate an order? Let's get started...
Note: For urgent items, or items with a long lead time purchase orders (PO), work…
Project management consists most of the time in five classic main phases. Each of these phases are very important. First is the concept and initiation, second is the project definition and planning, third is the project launch, fourth is the project performance…
There are times when I enter a Time & Material change request for a certain price, but there shouldn't be an estimate, so 0.00 estimate. Sage is automatically prefilling the estimate from the price. I am not selecting "Prefill Job Estimate". The only…
We are new to Project Management and are in the process of setting up roles. Does anyone have a list of roles that work well for your company that you would be willing to share? Also, any pitfalls you wish you would have been aware of would be helpful…
