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.
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 | ← | Master cost codes |
| Resource / Cost Type - M, L, E, S, O | Linked | Standard cost types / accumulation categories |
| Contact management | ||
| Companies (customers) | ↔ & sync | Customers* |
| Companies (vendors) | ↔ & sync | Vendors* |
| Employees | ← | Employees |
| Awarded project setup | ||
| Projects | → | Projects |
| Project cost codes / cost types | → | Project cost codes / cost types |
| Support for mix of cost code tiers (e.g., tier 2 and tier 3) | Yes | Project cost codes |
| Support for custom cost codes | Yes | Project cost codes |
| Cost budgets / estimate | ||
| Prime contract cost budget | → (post / repost) | Estimate (aka cost budgets) |
| CO cost budgets * | → (post) | Estimate change / budget revision |
|
* Reposting API is not available for COR/CO. |
||
| Commitments* | ||
| Purchase order (PO) | → | Purchase order (PO) |
| Subcontract | → | Subcontract |
| Subcontract change orders (SCO) | → | SCO / commitment CO |
| * 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 | → | Commitment invoice |
| Bills not associated with PO | → | Non- commitment invoice |
| Sub invoices | → | Commitment invoice |
| ** Reposting is not applicable to actual costs because these transactions affect GL COGS and expenses. | ||
| Query ERP JTD costs for PM reporting | ||
| Summary by project / cost code / cost type | ← | Job costs by project / cost code / cost type |
| Time tracking | ||
| Labor timecards | → (CSV export) | Project / payroll timesheets |
| Client contract administration | ||
| Prime contract | Linked | Project contract |
| Prime contract items (SOVs) | ← | Contract items |
| COs (revenue) * | → (post) | SOV Change |
| Prime Invoices ** | → (total only) | AR invoices |
| Payments and lien waivers | ||
| AP payments | ← | AP invoice payments |
|
* Reposting API is not available for COR/CO. ** Reposting is not applicable to prime invoices because these transactions impact GL income. |
||