Construction

Hello Team,We have a client requirement to control or validate the posting/ creation of time entries against project budgets. Specifically, they would like the system to generate a warning notification when a user selects a project and task in a time entry and the recorded time exceeds the allocated budget. Ideally, the requirement is similar to the budget overrun notification that appears in the Purchase Order screen.   Can anyone please advise if there are any out-of-the-box configurations or possible workarounds that can be used to achieve this requirement?Thank you in advance for your guidance.-Yasali-

Dear community!This customization package is applicable to Acumatica 25R1 and later versions.The package includes a generic inquiry that demonstrates the new project & construction reporting capabilities. The inquiry is provided “as is”.After publication of the customization package, in order to view the data for the existing projects, you need to run the recalculate project balances process.This customization package contains 3 generic inquiries. Two of them are used in the third generic inquiry “Project Bdg vs Actuals Through Date”, which gets added to the menu once you publish the package.This generic inquiry allows the user to see the date-through actuals and review the budget performance for a specific date (as the screenshot below illustrates). More information and demo will be provided

I'm working on creating a report that contains all of the contact information for the other trades we typically coordinate with onsite. Information would be found in the Construction module under Projects and the Contacts tab. I'm having trouble getting the coding to pull the correct information. Right now, it's pulling in a random contact that isn't associated with the project I am using for testing. I'm sure there is a table or relation that I am missing, but every time I make a change it gives me a new error. The other thing is each project could have several contacts associated with it that I would need to break out per role on the report. I would think that I could add some type of if/then statement for each role to pull to a different designated location on the report, but want to make sure this is even feasible before I invest too much time into trial and error.Element Properties for Contacts:

I have two situations: one in a SaaS environment and another in a cloud environment. Using the link mentioned above, it works correctly in the SaaS environment, but it does not work in the cloud environment. Could you please suggest what I can do?  

We have just upgraded to 2025R1 and are trying to understand the inventory sources “Free Stock” and “Project Stock”. Main question described below:I’ve come across this basic description, but it’s not making sense to me based on our project settings: In our projects we have the inventory tracking as “Track by location”. For our projects we usually do “Project Drop-Ship” Purchase orders, so the inventory never shows up in our warehouse. Any inventory that we receive on normal purchase orders if available to be issued to any project.MAIN QUESTION: When processing inventory receipts or issuing inventory to a project, it now makes us choose whether it is “Free Stock” or

Does anyone know if this functionality has been improved?This is an operational situation we see, both planned an unplanned, where we want to be able to link demand from an existing Service Order to an existing Purchase Order.This is in order to account for changes/mistakes after the original purchase order was created from the demand and also we need to be able to take advantage of purchase requirements for vendors such as minimum order qty, total order amount, free shipping, etc.Our purchasing is not centralized and many people do their own purchasing as needed.There should be a way to link to demand from transactions that haven’t been purchased yet to existing purchase orders.One way would be to identify an Existing Purchase Order on the Create Purchase Orders screen before the processing happens.Another option is to have the ability to set the PO Detail Line Line Type to Goods for SO or Goods for FS and be able to lookup and set the Sale

We plan on using the Time and Material billing rule in the near future for our Cost+ projects. We already set up everything (billing rule, rate tables, etc.). After doing some testing, I find it takes a lot of time to create a pro forma invoice.My question is : Do you have any tips to make it more efficient, since we expect a very high volume of transactions? (+/- 500 cost transactions per pro forma invoice)In the “Time and material” tab of the pro forma, is there any way to select multiple lines at once? (either to delete them or to change their statut to “write-off”?)   I notice that we can “Export to Excel” the transactions from the “Time and material” tab of the proforma. I was hoping we could extract the datas in Excel and upload it back after making some changes (for exa

I have a custom field called SharePoint Link on the Projects screen. It works correctly as a clickable hyperlink in the Classic UI, but when using the Modern UI, it does not behave as a Weblink, even though I have applied all the necessary changes.  

Hi good day.On the customer contracts screen, when adding a file to a contract with already existing files, i received this error message.Did anyone encountered the same? Thank you.

I am working on a customization for the Weekly Crew Time Entry screen (EP507020) and I am stuck. I am hoping someone has solved this before.What I Am Trying to DoI want to filter the Cost Code dropdown on the Weekly Crew Time Entry screen so it only shows cost codes that are:Budgeted under the selected Project on the row Budgeted under the selected Task on the row Belonging to Account Group where groupCD = "L"  What I Have TriedAttempt 1 — CacheAttached with PXSelector     public class LGroupCD : BqlString.Constant<LGroupCD>    {        public LGroupCD() : base("L") { }    }    public class EPWeeklyCrewTimeEntry_Extension : PXGraphExtension<PX.Objects.EP.EPWeeklyCrewTimeEntry>    {        #region Event Handlers        [PXMergeAttributes(Method = MergeMethod.Merge)]        [PXRemoveBas

i.m currently on an older version of Acumatica, testing in the sandbox for version 2024R1. I am using the Construction module and crated an invoice for a project. The invoice appears in all of the modules correctly, however, the issue i am having is with the Project WIP Report and Project WIP Detail Report. The Project WIP Report headings Revenue Recognized and Billings in Excess of Costs is showing the correct amount but the Period Billings and Billings to Period are showing credit amounts.In the two test scenario billings created and posted for the two projects, there were no debit or credit memos to cause a credit balance. It appears the credit balance is equal to the tax amount on each billing. In reading through the notes this is a known problem after the 2023R1 release. The proposed solution to run Recalculate Project Balances doesn’t seem to be working.Any ideas as to whatelse i could try?

Hello everyone! Acumatica Project&Construction team is planning to implement a new functionality - Prepayment for projects. I saw it was discussed and requested on the community several times:Prepayments to show on a project | CommunityConstruction Customer Prepayment | Community Could you please share with me how do you need to recognize the taxes for AR deposit on project? and when do you need recognize taxes? What is your setup for taxes for deposit on project? Could you please describe your business case when you need deposit on project? How do you request deposit for project? How

Hello everyone!We’re new to 2025R2 and currently testing in our sandbox. Of course being a Construction client and having been to Summit we’re excited about all of the new bells and whistles, most importantly we are looking forward to the Construction 360 Dashboard. Much to our dismay, we ran into a “lot of zeroes” after turning on the Modern UI and trying it out. However, we learned that most of the information can be populated through the Cost Projections By Date, and now have 13 out of the 15 columns populated with stats. This of course leads me to a few questions which I hope the community can help with:For setup purposes, does every Construction customer have to run the ‘Cost Projections By Date’ report each and every time they want to see updated stats? If that is the case, have you just created a B

I’m working on developing a Project Cash Position Report for a construction company in Acumatica and would appreciate guidance from anyone who has built something similar.Goal:To create a report that shows a real-time (or near real-time) cash position per project.the report would help project managers and finance teams understand current and projected cash flow at the project level

I am reviewing the Project 360 Dashboards and came across a tile that I don’t have access to. I cannot find where to provide or grant access either.  On the Project Status Screen (PM301500) form the Documents to Approve widget is showing as below and states that I do not have enough permission to view this,  (I am an admin account)  If you click into the “Unpaid AP bills” tile it takes you to the Approvals page, where I have access to. And the “Potential Change Orders” tile takes you to the “Change Orders “ screen which I also have access to. I reviewed the Site Map, Class Dashboards, and Dashboards screens, Access Rights by Screen menu and could not find the correct area to update permissions.  Would anyone know where I would go to update the permissions? Is this a potential b

Hello Community Effective 25R1 Acumatica has changed the legacy method of using Single or Multiple projects per document. Now when a user changes a Project from Invoice Header, all lines project is updated to be identical to the project from header. Also, if a user selects different projects in the lines, the header project is nullified and instead a text “<Multiple Projects>” is displayed. In my view it would have made most sense to allow selecting a “Primary Project” on the header which would be copied to the lines by default, but user could change the line “Project” without the “Primary Project” is being nullified.I have spent some time to figure out what Graph/Ext and possibly FieldUpdated events are triggering this logic but cannot find the right piece of the code. Has someone possibly searched for these two logics and have found it so can pint me to that piece of code? Thank you in advance for any insight. 

Team - can anyone explain why the Open AR Balance field is never 0 for invoices of the Voided status?  I’ve got a client who is asking if this can display as 0, but I can’t find anywhere where it can be configured.    

Hi,I have a situation regarding the release sequence of pro forma invoices and would appreciate some clarification.Here is the scenario: Pro Forma 1: Large lump-sum amount(Progressive) (still pending client acceptance) Pro Forma 2: Extra work (T&M) currently under discussion with the client Pro Forma 3: Large extra T&M amount that has just been accepted by the client Pro Forma 4: Newly created All of them are currently on Hold.Since Pro Forma 3 has now been approved by the client, I would like to release it so we can proceed with invoicing. However, Pro Forma 1 and 2 are still under discussion and cannot be released yet.Is it mandatory to release pro forma invoices strictly in the order they were created?If so, what would be the recommended approach in this type of situation where

Having an issue trying to cost Inventory to Projects. Here is our workflow:We create a Service Order and associate it to a Project. We then requisition items by either creating POs within the Service Order, Appointment, or Project. I can confirm that when the items on these POs are received, they are going into Project Stock and not Free Stock. However, when attempting to Run Billing on the Appointment we are receiving the below error. It is as though the Service Order/Appointment is trying to create an Inventory Issue from Free Stock. Is there some setting I am missing to make the Service Orders create an Inventory Issue using Project Stock?I do not want to “Allow Issue from Free Stock” as the material I am trying to bill is in Project Stock

Creating a construction schedule - calendar view or Gant view displaying each project and the duration. This could be a separate screen or a widget option within a dashboard. Having the calendar view would our company to see gaps in work and the scheduling of project teams (site supers, project managers and admin, and subcontractors). We currently need to use a third party resource to accomplish this task.

Had a subcontract that was of closed status with a remaining unbilled amount of >15k (this went back to the variance amount at the time of closing. A user then did a Change Order with the remaining variance that was left on the cost code at the time (around $600) to reopen the Subcontract.When the Change Order was created the Subcontract went to status over budget immediately and the cost code budget went to -15k. As the unbilled amount value returned to the Subcontract from the cost code. Is this expected behaviour? How do I fix this? All buttons as admin are now disabled on the Subcontract and the subcontract does not display when trying to do a Change Order if we were to try fix it this way. 

We are almost ready for Go-live and the customer noticed that the description from the change request isn’t carried over to the Change Order. The process:Change request creation 00001 Click on the Create Change Order button to create the Change Order  While looking at the cost budget it’s empty. As seen on the screenshot below: 

Hi,In 2024R1 our Add PO/Add PO Line/Add Subcontract/Add Subcontract Line buttons on Bills & Adjustments only showed POs related to the Vendor/Project selected.When testing in 2025R2 it shows based off Vendor selected only - is it an easy fix to add in to each button to factor in project also?