Sage Project Management

PROJECT COMMAND CLOSE AT HAND

CENTRALLY LOCATED DATA

Through integration with Accounting, Estimating, and Purchasing, you’re able to issue and see all prime contracts, subcontracts, updated plans and drawings, change orders, purchase orders, meeting minutes, requests for information (RFIs), and other project-related documents.

You can set up your job as early in a project as you wish, then renumber the job to fit company standards and release all information to accounting at a later date for review, approval, and use.

REAL TIME DATA FOR SOLID DECISIONS

A centralized source of information is your assurance of having a complete and current picture of any project. For example, with the job overview inquiry or report, you can instantly see the status of contracts, profit, billings, costs, cash, RFIs, and submittals all at once.

There’s no need to manually synchronize accounting and project management software. Sage 300 makes it automatic. Project information is always current and there’s no limit to what information can be shared—costs, budget revisions, change orders, forecasts, prime contracts, whatever you like.

TAKE CHARGE OF CHANGE ORDERS

Easily control the change management process by quickly identifying potential change orders, soliciting quotes, and pricing. You’re able to record all the details—such as when quotes are due and from whom—using a familiar-looking pricing worksheet grid.

Then, pending change requests and/or commitment change orders can be approved (security permitting) and passed on to accounting. The generation of commitment change orders is quick and easy as many fields are prefilled from information in original commitments or change requests. And, best of all, project information is kept current and up to the minute.

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REDUCE RISK AND INCREASE PROFITABILITY

STAY ON SCHEDULE AND ON BUDGET

Sage 300 Construction and Real Estate Project Management simplifies how you manage projects. Keep the right people well informed at all times by providing quick and easy access to up-to-the-minute costs, contracts, and document information.

This application provides keen insight into day-to-day activities so you can ensure projects remain on schedule and on budget. Along the way, you’ll be able to identify potential issues before they become problems—reducing risk and increasing project profitability. Instead of letting the details take control of you, take control of the details with Sage 300 Construction and Real Estate Project Management.

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LET US WALK YOU THROUGH IT

TRACK PROJECT DOCUMENTS

Sage 300 CRE Project Management provides tools to create and track common project documents, such as RFIs, meeting minutes, submittals, and transmittals. Take a look at which RFIs haven’t yet been responded to and understand the potential impact of outstanding requests on a project’s cost and schedule.

CENTRALIZED DATABASE

The central database also lets you easily query across logs or jobs to review the status of any document. You always know what tasks remain, assuring that nothing falls through the cracks. With the correspondence log, you can add Microsoft Outlook email, as well as Microsoft Word and Excel documents to Project Management’s centralized database on the fly.

RESOLVE ISSUES ON THE FLY

It makes for convenient and thorough logging of all correspondence between project participants and—because you have instant access to documentation stored in one place—an easy way to resolve issues or questions without skipping a beat.

READY TO TRY IT OUT?

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