Working with Project Management
Sage 100 Contractor’s project management tools provide a way for you to manage proposals, budgets, purchase orders, subcontracts, change orders, and job costing.
Budgets
Your budgets are always under your control when you verify and compare job costs as you enter them. You can enter budget information manually or export data from Sage 100 Contractor estimates. Budget information can be used in Work in Progress, Bonding, and Job Status Reports as well as in other reports that compare costs by cost code, cost type, and summary totals. Also, as your project proceeds, Sage 100 Contractor maintains the initial budget and contract amounts at the same time that it updates the current (working) budget and contract amounts with change order information. In addition, you can create budgets from your estimate, import budget information from other programs, or manually export budget information to Work in Progress, Bonding, Job Status, and other reports.
Purchase Orders
Your can simplify your purchasing to enhance productivity. Sage 100 Contractor can generate all purchase orders from your estimates, and then automatically phase your purchasing by scheduled tasks. Alternatively you can use master purchase orders and generate purchase orders for only the parts you need at a particular time. You can also create manual purchase orders with the Part Lookup feature.
After you issue a purchase order, the costs are included in committed cost reports. To pay your bills, simply enter the purchase order number from supplier invoices and Sage 100 Contractor fills in the payables due, plus the remaining balances and job cost information automatically. You can set vendor-specific warnings so that you will not pay invoices that are missing a purchase order number or invoices that exceed the purchase order amount. By running purchase order audit reports, you can catch overcharges.
Subcontracts
You can manage all subcontractor interactions from contract creation to the last item on your final punch list. Sage 100 Contractor helps you avoid subcontractor overpayment by monitoring for retention, approved and open change orders, expired Workers’ Compensation, liability insurance, safety certification, and more throughout the job. Over-billing control, retention tracking, withholds for insurance, charge backs, lien tracking, and lien waivers are all fully integrated with Sage 100 Contractor’s accounts payable functionality.
You can make your own custom subcontract forms (up to 100 pages) using the Subcontract option in Form/Report Page Design, so you do not need to use preprinted forms. You can even include a billing form to standardize your subcontract billings.
To check a subcontract’s status, you simply click Recap, and then click once more to display a list of changes or invoices against the contract. You can also call up a summary view of the entire subcontract to verify billing accuracy whenever you enter an invoice for payment.
Change Orders
With Sage 100 Contractor’s change order management tools, you use a single window to modify your prime contract, any number of subcontracts, and your budget. After approval, change orders automatically increment your budget, contract, and subcontracts. You can handle each part of the change independently and continue subcontract negotiations even after the prime contract change has been approved. Your approved and pending change orders are reflected in job cost reports.
You can use internal change orders to manage chargebacks, move work from one subcontractor to another, and manage inter-cost changes. You can view prime and subcontract audits with audit reports.
Using change orders, you can manage all upgrades and options that belong to the sale price of the project. You can archive change orders as they are printed for a complete, permanent history of interactions with your clients and subcontractors.
Job Costing
With Sage 100 Contractor’s job costing functionality, you can see where your business is earning profits and where you need to improve estimates or other processes to be more profitable. Generate a wide variety of reports comparing costs to budget so that you can obtain precise, up-to-date cost views for every project with as much detail as you choose to include. Sage 100 Contractor job costing helps you estimate job profits with cost-to-complete and committed-cost reports that compare budgets, job costs, and actual labor for every line item. You can even create your own job cost reports with the built-in Report Writer.
Job cost information, including labor burden costs, stays current and accurate because it integrates with all posting features including General Ledger, Accounts Payable, Accounts Receivable, Payroll, Equipment, and the Inventory add-on module. Because explicit cost details are preserved indefinitely, you can research job costs at any time.