Construction Edition Guide

version: 2026 R1

Construction
Tracking Changes in Construction Projects
Change Requests: General Information
Change Requests: To Configure Project Markups
Change Requests: To Process Cost and Revenue Changes to a Project
Change Requests: To Process Cost-Only Changes to a Project
Change Requests: To Track Changes in the Budget Forecast
Managing the Construction Project Budget
Construction Project Budget: General Information
Construction Project Budget: Implementation Checklist
Construction Project Budget: To Review Project Balance
Construction Project Budget: To Capture Project Costs
Construction Project Budget: To Add a New Cost Code to the Project Budget
Construction Project Budget: To Track Project Budget Overrun
Construction Project Budget: To Estimate the Budget Overhead
Managing Project Materials
Project Material Management: General Information
Project Material Management: The Lifecycle of Project Materials
Project Material Management: Creation of a Material List
Project Material Management: Allocation of Materials for a Project
Project Material Management: Drop-Shipment of Materials
Project Material Management: Purchase of Materials to a Warehouse
Project Material Management: Tracking of the Receipt of Materials in a Warehouse
Project Material Management: Movement of Materials to the Project Site
Project Material Management: Issuing Materials with Insufficient Quantity on Hand
Project Material Management: Accrual of a Non-Stock Item’s Cost
Project Material Management: Mass Processing
Processing Subcontracts
Subcontracts: General Information
Subcontracts: Implementation Checklist
Subcontracts: Process Activity
Subcontracts: To Decrease a Commitment with a Change Order
Subcontracts: Generated Transactions
Subcontracts: Mass Processing
Subcontracts: Related Reports
Subcontracts: To Update a Negative Line in a Subcontract
Correcting Subcontract Bills
Correction of a Bill for a Subcontract: General Information
Correction of a Bill for a Subcontract: Implementation Checklist
Correction of a Bill for a Subcontract: Process Activity
Correction of a Bill for a Subcontract: Generated Transactions
Correction of a Bill for a Subcontract: Related Report and Inquiry Forms
Correcting Pro Forma Invoices
Pro Forma Invoice Correction: General Information
Pro Forma Invoice Correction: Implementation Checklist
Pro Forma Invoice Correction: To Correct Actual Amounts in AIA Reports
Pro Forma Invoice Correction: Related Reports and Forms
Pro Forma Invoice Correction: Mass-Processing of Documents
Processing AP Bills with Retainage
AP Bills with Retainage: General Information
AP Bills with Retainage: Configuration of the Default Retainage Settings
AP Bills with Retainage: Implementation Checklist
AP Bills with Retainage: Process Activity
AP Bills with Retainage: Mass-Processing of Documents
AP Bills with Retainage: Related Reports
Processing AR Invoices with Retainage
AR Invoices with Retainage: General Information
AR Invoices with Retainage: Configuration of the Default Retainage Settings
AR Invoices with Retainage: Implementation Checklist
AR Invoices with Retainage: To Perform Progress Billing with Retainage
AR Invoices with Retainage: To Perform Time and Material Billing with Retainage
AR Invoices with Retainage: Mass-Processing of Documents
Billing a Project with a Retainage Cap
Retainage with a Cap: General Information
Retainage with a Cap: Implementation Checklist
Retainage with a Cap: Process Activity
Tracking Compliance Documents
Compliance Documents: General Information
Compliance Documents: Implementation Checklist
Compliance Documents: To Create Attributes for Compliance Documents
Compliance Documents: To Track Compliance Documents for a Vendor
Compliance Documents: Related Reports
Processing Lien Waivers
Lien Waivers: General Information
Lien Waivers: Manual Creation of Lien Waivers
Lien Waivers: Implementation Checklist
Lien Waivers: To Configure Automatic Generation of Lien Waivers
Lien Waivers: To Process an AP Document with Lien Waivers
Lien Waivers: Related Reports and Dialog Boxes
Lien Waivers: Mass Processing
Processing Joint Payments
Joint Payments: General Information
Joint Payments: Implementation Checklist
Joint Payments: Process Activity
Joint Payments: Related Reports and Dialog Boxes
Processing Project Issues
Project Issues: General Information
Project Issues: Implementation Activity
Project Issues: To Create a Change Request from a Project Issue
Project Issue: Mass Processing
Processing Requests for Information
Requests for Information: General Information
Requests for Information: Implementation Checklist
Requests for Information: To Process Requests for Information
Requests for Information: To Create a Request for Information from a Project Issue
Requests for Information: Mass-Processing of Documents
Requests for Information: Related Reports
Preparing Cost Projections
Project Cost Projections: General Information
Project Cost Projections: Date-Sensitive Cost Projections
Project Cost Projections: Cost Projections Based on Quantity and Unit Rate
Project Cost Projections: Cost Projections with Revisions
Project Cost Projections: Project WIP Adjustments
Project Cost Projections: Implementation Checklist
Project Cost Projections: To Create a Cost Projection Class
Project Cost Projections: To Prepare a Cost Projection Revision
Project Cost Projections: Related Forms, Reports, and Inquiry Forms
Tracking Project Progress by Unit
Unit Tracking in Projects: General Information
Unit Tracking in Projects: Implementation Checklist
Unit Tracking in Projects: Related Reports
Working with Drawing Logs
Drawing Logs: General Information
Drawing Logs: Implementation Checklist
Drawing Logs: Implementation Activity
Drawing Logs: Process Activity
Drawing Logs: Mass Processing
Drawing Logs: Related Report
Working with Photo Logs
Photo Logs: General Information
Photo Logs: Implementation Checklist
Photo Logs: Implementation Activity
Photo Logs: Process Activity
Photo Logs: Mass-Processing of Documents
Reporting On-Site Work Progress
Daily Field Reports: General Information
Daily Field Reports: Implementation Checklist
Daily Field Reports: To Configure Approval for Daily Field Reports
Daily Field Reports: Process Activity
Daily Field Reports: Mass Processing
Daily Field Reports: Related Reports and Inquiry Forms
Processing Submittals
Submittals: General Information
Submittals: Implementation Checklist
Submittals: Implementation Activity
Submittals: Process Activity
Submittals: Related Report
Working with Project Budget Forecast
Budget Forecasts: General Information
Budget Forecasts: Implementation Checklist
Budget Forecasts: To Prepare a Budget Forecast
Working with Sales Taxes in Purchase Orders
Purchases with a Sales Tax: General Information
Purchases with a Sales Tax: Implementation Checklist
Purchases with a Sales Tax: To Configure a Sales Tax for Project Purchases
Purchases with a Sales Tax: To Process a Project-Related Bill with a Tax
Purchases with a Sales Tax: Related Report and Inquiry Forms
Working with Construction Reports
Construction Reports: General Information
Construction Reports: WIP Reports
Construction Reports: To Prepare a Work-in-Progress Report
Construction Reports: To Prepare a Bonding Report
Construction Reports: Substantiated Billing Reports
Construction Reports: AIA Reports
Construction Reports: To Prepare AIA Report
Construction Reports: AIA Reports for Released Retainage
Construction Reports: To Prepare AIA Report for Released Retainage
Construction Reports: Time and Material Amounts in AIA Reports
Construction Reports: Project Cash Flow
Construction Reports: Project Committed Costs
Construction Reports: Project Profitability
Construction Reports: Project Status
Construction Reports: Project Variance

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