Map time and material tasks to Construction project contract lines

Construction subscription is needed. To enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to Australia, Canada, the United Kingdom, and the United States.
Subscription
  • Projects application: Project Costing and Billing
  • Construction
User type

Business user with admin privileges

Construction Manager

Project Manager

Permissions

Rate table permissions

Previous step

After you set up and save a Construction project contract line using a time and materials billing type, the Tasks tab appears on the project contract line. This tab allows you to:

  • Map any existing project and subproject tasks to the Construction project contract line.
  • Add or remove multiple project tasks on your project contract line and filter the grid columns to find and map project tasks easily.
  • Apply the rate table to determine the expense markup or bill rate for the transaction source selected on the project contract line.
You can map project tasks to a single project contract line only. You do not need to include the parent task when mapping project tasks in a hierarchical setup unless you plan to use parent tasks during cost entry. Adding a parent task not used for costing does not affect retrieval for rate tables. Selecting a parent task only does not automatically include its subtasks. Select each individual task to include on the contract line

You can map newly created project tasks at any time, even after you’ve already mapped tasks.

If you choose to invoice subprojects with the parent project, any billable project transactions from the subproject appear when you generate project invoices, even if the subproject tasks are not mapped to a Construction project contract line.

When generating a time and materials project invoice, you can select a project contract line to apply that billable expense before creating the project invoice. But, selecting a project contract line on a billable expense due to an unmapped project task will not map that project task to the contract line automatically. You can map that task to the project contract line later.

  1. Add a project contract line with a time and materials billing type.
  2. Save the line.
  3. Select the Tasks tab to add project and subproject tasks to the project contract line. Only unmapped tasks appear for other project contract lines.
  4. Select the tasks, and select Add selected.
  5. You can add or remove mapped tasks from the list, if needed.
    You can only map project tasks already on the project or subprojects. To map non-project tasks, first add them to the project. Then, return to the project contract line and map those newly added tasks.
    You cannot add standard tasks from the standard task catalog.

Next step: Generate a time and materials project invoice