In the 2019 R1 release, Acumatica Construction Edition includes numerous enhancements and new features across Financials, Project Accounting, and Project Management. Contractors can access enhanced features that are designed to better meet the needs of their project teams, with updates to Project Issues, RFIs, and the newly added Drawing Logs and Project Budget Forecast.
We’ve enriched the integration to Procore, making it easier for users to work seamlessly across Procore and Acumatica. Additional enhancements include a new Commitment Inquiry filter, Project Budget Control Warnings, and dashboard and report updates—including Pay When Paid and Substantiated Billing.
Drawing Logs improves communication by enabling project teams to store and share drawings and sketches on a project. In case of changes to initial drawings, any team member can create revisions and attach the updated drawings. Drawing Logs can be linked to Request for Information (RFI) and Project Issues, making it easy to provide the necessary information to ask questions.
Drawing Logs can be linked to Request for Information (RFI) and Project Issues making it easy to provide the necessary information in order to ask questions.
Project Budget Forecast allows project managers to monitor and control project costs. They can enter and modify project budget forecasts and compare these forecasts with the actual project costs and revenue for each financial period. Users can forecast original and revised budget amounts and quantities for existing project budget lines for financial periods on the master calendar. Each project can have multiple budget forecast revisions. In a forecast revision, a user can distribute amounts and quantities of the project budget among the selected range of financial periods to speed up data entry. By using forecast data, users can create generic inquiries and pivot tables.
Project Budget Control Warnings notify the team when costs exceed the revised budgeted amount for a specific project key (Project, Sub Job, Cost Code, Account Group). The validation is analyzed at the project key level across all detail lines with the same project key. The validation includes released commitments and change orders per project key. Please note this is Phase 1 functionality, with additional features planned for a future release.
Outlook add-in provides the ability to create RFIs and Project Issues without leaving Microsoft Outlook and thus eliminating the need to copy/paste and any associated data entry errors. Attachments in the email (e.g. pictures from the site, specifications with changes, etc.) will be automatically available with the respective documents.
Easily create RFIs and Project Issues with the Microsoft Outlook Add-in.
Pay When Paid reports display the paid amount including retainage, total balance, original retainage, and unreleased retainage up to the specified financial period for invoices and retainage invoices. The reports do not consider paid amounts after the specified financial period. Users can compare what was paid by the customer (AR Docs by project with paid amount) to what they owe their subcontractors and suppliers (AP Docs by project with paid amount) when selecting AP Bills to pay.
Substantiated Billing report provides a list of cost transactions associated with a project billing within the specified billing period. AP Invoices with a file attachment will be hyperlinked to the attachment, allowing the reviewer to click and view the original invoices (file attachments). Please note: Each reviewer will need user credentials to view the attachment.
Project Management Preferences has a new Due Date Calculation Type for Request for Information documents (Answer Date) and Project Issues (Due Date). The due date calculation options include Sequential Days (including weekends) and Business Days. Sequential Days (including weekends) calculates the due date by adding the specified number of days to the current date. Business Days calculates the due date by adding the specified number of days to the current date but only counts the days of the week selected on the specified Work Calendar.
Project Management Classes now include a default due date for project issues and the ability to customize RFI and Project Issues priorities.
Project Issue enhancements include converting a Project Issue into a Request for Information (RFI) and linking associated project Drawing Logs.
Request for Information (RFI) enhancements include attaching project files to an RFI, linking project Drawing Logs, attaching drawings with a zip file when sending the RFI, and creating an “Incoming RFI” into an “Outgoing RFI.” Incoming and outgoing RFIs help project teams manage communication between upstream owners, architects, and engineers and downstream subcontractors and supplies.
Commitment Inquiry has a new filter for document type on the header that allows the user to specify a specific type of commitment (subcontract or purchase order) or see all of them.
Procore Integration has improved navigation between individual mapping screens and the main mapping screen, which makes it easier for users to work seamlessly across Procore and Acumatica.