Sage Construction Management and Sage 300 Construction and Real Estate Integration Overview
The Sage Construction Management and Sage 300 Construction and Real Estate solution is comprised of three application components all working together to automate the entire estimating, project management, job costing, and corporate accounting functions.
Sage Construction Management / Sage 300 Construction and Real Estate integration components
| Application / Component | Used By | Purpose |
| Sage Construction Management | Estimators |
Preconstruction Services: Distributing Drawings and Specs via Invitation To Bid (ITB) Preparing Estimates Requesting and Collecting Vendor Bids via RFP Packages |
|
Project Managers Superintendents Engineers Coordinators Accounting Staff |
Contract Administration Procurement Time Tracking Job Costing Budget Tracking Documentation Correspondence QC and Safety Scheduling |
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| AccountingLink for Sage 300 Construction and Real Estate | Accounting Staff |
Import, Export Syncs Customers, Vendors and Employees Post Transactions to Sage 300 Construction and Real Estate |
| Sage 300 Construction and Real Estate | Accounting Staff | Corporate Accounting |
Data Integration Overview
Integration Nomenclature
← Sage 300 Construction and Real Estate data exported to Sage Construction Management
→ Sage Construction Management data exported to Sage 300 Construction and Real Estate
↔ Bidirectional Integration
| Sage Construction Management feature | Integration | Sage 300 Construction and Real Estate feature |
| Master cost codes | ||
| Master cost codes | ← | Standard Cost codes |
| Standard Resource / Cost Type - M, L, E, S, O | Linked | Category accumulation type |
| Contact management | ||
| Companies (customers) | ↔ & sync | Customers* |
| Companies (vendors) | ↔ & sync | Vendors* |
| Employees | ← | Employees |
| Awarded project setup | ||
| Projects | Linked & → | Jobs |
| Project cost codes / cost types | → | Job cost code |
| Support for mix of cost code tiers (e.g., tier 2 and tier 3) | Yes |
Job cost codes. Job cost codes with sections are named by customers, not Sage. Group cost codes that end in 000 are subtotals of the members of the group. |
| Support for custom cost codes | Yes |
Job cost codes. Cost code structure is created once. Then job specific cost codes are created within that structure. |
| Cost budgets / estimate | ||
| Prime contract cost budget | → (post / repost) | Estimate (aka cost budgets) |
| CO cost budgets * | → (post) | Estimate change order |
|
* Reposting API is not available for COR/CO. |
||
| Commitments* | ||
| Purchase order (PO) | → | Commitment with a type of purchase order |
| Purchase order change order (PO CO) | → | CCO or commitment change order |
| Subcontract | → | Commitment with a type of subcontract |
| Subcontract change orders (SCO) | → | CCO or commitment change order |
| * Sage Construction Management offers only a post option for commitments because abandoning workflow would change the transaction status to pending and create discrepancies. | ||
| Actual costs * | ||
| Bills associated with PO | → | AP invoice (the commitment field has a commitment id) |
| Bills not associated with PO | → | AP invoice (the commitment field is blank) |
| Sub invoices ** | → | AP invoice (the commitment field has a commitment id) |
|
* Reposting is not applicable to actual costs because these transactions affect GL COGS and expenses. ** You cannot post sub invoices that have billed retainage. |
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| Query ERP JTD costs for PM reporting | ||
| Summary by project / cost code / cost type | ← | Job costs by project / cost code / cost type |
| ERP JTD cost details | ← | Job cost GL details |
| Time tracking | ||
| Labor timecards | → (CSV export) | Project / payroll timesheets |
| Client contract administration | ||
| Prime contract | Linked | Contract |
| Prime contract items (SOVs) | ← | Contract items |
| COs (revenue) * | → (post) | Contract change order |
| Prime Invoices ** | → (total only) | Contract, Schedule of values (JC), Price |
|
While prime contracts and prime invoices can be set through integration options, using hh2 introduces complexities that make managing the posted records complicated. Thus, we recommend configuring the Sage 300 Construction and Real Estate settings to default to Quick Bill Invoice.
* Reposting API is not available for COR/CO. ** Reposting is not applicable to prime invoices because these transactions impact GL income. ** You cannot post prime invoices that have billed retainage. |
||
| Payments and lien waivers | ||
| AP payments | ← | AP payment |
| Tax Code Support for Transactions | ||
| Committed/ CTD Transactions | Linked & → | AP payment |
| Client Contract Transactions | Linked & → | AP payment |