Configure Construction

Construction subscription is needed. To enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to the United States, Canada, Australia, and the United Kingdom.

Subscribing to and configuring Construction functionality enables you to:

  • Configure and use project, task, and cost type dimensions to track construction projects using a full work breakdown structure.
  • Track project costs, change orders, estimates, and retainage at the project, task, and cost type levels.
Requirements to configure retainage
Prerequisites Before you can enable retainage features, you must first configure:
  • Accounts Payable (AP)
  • Accounts Receivable (AR)
  • Cash Management
  • General Ledger (GL)
  • Order Entry (OE)
  • Projects
  • Purchasing
Restrictions
  • You cannot enable a Contracts and Construction subscription together on the same company.
  • Configure Construction-enabled companies with the accrual only accounting method.
  • The Construction subscription enables the project, task, and cost type dimensions. While use is optional, you can't disable these dimensions.
Subscription
  • Construction
  • Projects, Module: Project Costing and Billing
User Type
  • Business
  • Project Manager
  • Construction Manager
Permissions

Retainage permissions:

  • Accounts Receivable release retainage: release retainage on customer AR sales invoices
  • Accounts Payable release retainage: release retainage on supplier AP supplier invoices
  1. To access subscriptions, go to Company > Admin > Subscriptions.
  2. Enable Construction.
  3. Select Configure.
    1. In the Job Management section, the Enable Job Management checkbox is checked automatically and enables the following capabilities:
      • Cost type dimension
      • Standard cost type catalog
      • Task-based product units
      • Project estimates in the Projects application
    2. In the Autofill GL Account and Item section, select the checkboxes to:
      • Prefill GL accounts and items when entering cost types in Accounts Payable (AP).

        GL accounts are prefilled automatically in project estimates.

      • Prefill items when entering cost types in Purchasing.

        Items are prefilled in project estimates and Accounts Payable (AP), but not required.

  4. Configure Projects for construction. Consider the following suggestions:
    • If you choose to autofill GL accounts and items here, configure Projects dimensions to require GL accounts and items for cost types and for project estimates.

      For project estimates, you can enable the option to override the GL accounts and items on cost types.

    • If you plan to create a project hierarchy with parent projects and subprojects, don’t enable the Project ID sequence option.
    • If you duplicate projects infrequently with non-standard task IDs, enable the Task ID sequence option to auto-number these tasks with a specific prefix indicating they are custom tasks.
      If you intend to duplicate projects and use standard tasks, don't enable the Task ID sequence option.
      Tasks duplicated on a project use custom Task IDs rather than the standard Task IDs.
    • You must have an estimate ID.
      • To create estimate IDs automatically when importing estimates, enable the Estimate ID sequence option.
      • To enter custom estimate IDs manually, leave the Estimate ID sequence option blank.
    • If you plan to report on project profitability, define your project estimate options (such as GL budget ID and posting period).
    • Determine your billing options:
      • Base billing on hours or observed percent complete
      • Identify which applications supply billing transactions
      • Identify billing types and templates
    • If you plan to use the cost type dimension, you can require every cost type to have GL accounts and items.
      Some 3rd-party integrations can require GL accounts and items for cost types.