Sage Intacct Project Management

Covers the foundational concepts for working with projects, including configuration, project information fields, and how the Projects dimension relates to other applications.

Covers foundational reporting tools and setup steps for getting a Construction project up and running in Sage Intacct.

Defines reusable rules for how a sales order line item should be billed, whether at completion or at set percentages, including milestone-based billing.

Groups employees into named sets—by state, manager, or other criteria—for filtering and reporting on timesheets and labor data. Members can be selected manually or through automatic filters.

Covers importing standard cost type lists and work-in-progress schedule data into Construction.

Recognizes fixed-fee project revenue on percentage of completion, calculated automatically from budgeted cost or time, or set manually.

Groups employee records, the financial dimension used to track labor costs, timesheets, expense reports, and project labor, for reporting and workflow purposes.

Covers the joint check payment method, which issues a single check payable to both a general contractor and a subcontractor's supplier.

Classifies employees into types—such as full-time, contractor, or seasonal—to sharpen budgeting and workforce forecasting. Types can be flagged as 1099-eligible for contractor payments.

Configures how employee labor time and cost post to the general ledger for projects.

A lien waiver confirms a vendor has been paid and gives up the right to file a claim against the property where work took place. Sage Intacct automatically builds a compliance record for each lien waiver tied to an AP bill or payment, letting teams print or email waivers, mark them received, and withhold future payments if none arrives.

Links contracts to projects so that revenue for time-and-materials engagements can be estimated, deferred, and recognized under ASC 606 variable consideration guidance.

Groups related projects together so they can be filtered, reported on, and exported as a set.

Maintains employee records as a financial dimension tied to timesheets, expense claims, and labor costs on projects, supporting cost tracking, GL posting, and compensation reporting.

Generates invoices covering all billable transactions tied to a project, with options to preview, print, or email the resulting invoices.

Provides release notes and a general overview of Sage's Construction offering.

Defines the statuses, such as active or closed, that can be assigned to a project.

Defines the project types used to categorize and report on projects.

Covers converting purchasing documents into new transactions, including quantity and price conversion rules and default tax schedule setup.

Provides standard, installable project reports covering project accounting, health, employee utilization, resource forecasting, and Gantt chart views.

Defines categories of non-project time—such as vacation, overtime, or travel—used to capture overhead and admin hours apart from project tasks. Categories can be imported from a spreadsheet.

Staffs projects and tasks by matching resources to skills, positions, and availability, with advanced scheduling available through the Project & Resource Management module.

Enforces company timesheet policies by blocking submission of timesheets that fail to meet defined rules.

Tracks project tasks as a dimension bound to a specific project, with standard tasks and task groups available to speed up data entry, including cost type tracking for Construction subscriptions.

Lets project workers fill out, save as drafts, and resubmit timesheets, while managers review submissions, enforce daily or weekly hour limits, and approve or decline entries.

Tracks overbilling and underbilling on active projects and forecasts their final cost and revenue outcome.

Automatically calculates and posts secondary transactions, such as indirect labor cost journal entries, to projects based on configured rules.

Work Order Management lets service-related jobs run through a dedicated work order dimension, keeping short-duration service calls separate from complex construction projects. Teams can sync work orders with field operations tools, customize types, problem codes, and states, and report on them through Custom Report Writer.

Describes the different project billing types available, including bill-to-maximum, fixed-fee with percent-complete billing, overhead, and time-and-materials projects.

Marks off virtual zones around work locations so managers can confirm employees are on-site during their scheduled shift.

Change requests capture how cost and pricing shifts affect a project over its lifecycle, updating the primary project estimate and, when linked, the General Ledger budget. Teams can attribute posted changes to a specific contract line and add them into project change orders that update contract line pricing.

Approximates what a project will cost to complete, then tracks actual costs against that estimate, using cost types for Construction subscriptions, to monitor profitability.

An AI-powered assistant that gathers work activity from email, calendars, browsers, and files, then suggests entries for employee timesheets.

Withholds a portion of a contract price, known as retainage, until work is substantially complete, with setup for both customer billing and vendor payments and options to release it flexibly or during construction billing.

A mobile app for entering timesheet hours, managing expense reports, and approving or declining submissions from a phone.

Vendor compliance management tracks insurance certificates and other required documents, such as licenses, checking them automatically when vendor bills are paid in Accounts Payable. Teams define compliance types and definitions, then create compliance records per vendor to flag missing or expired documents and optionally block payment.

Defines overtime rules that drive payroll calculations and project billing, then automatically computes overtime hours as employees clock in and out of shifts.

The Cost Type dimension captures and categorizes granular project cost detail, such as labor, equipment rental, and other operational spend, at both the estimate and actual level. Associating GL accounts and items with cost types keeps transaction posting consistent and lets Construction prefill GL information automatically.

Sets billing rates by employee, item, and project so the correct rate is applied automatically when timesheets are submitted, standardizing invoices and cutting manual calculation.

Creates invoices for billable transactions tied to Construction projects, including summarized and time-and-materials billing.

Walks admins through the initial setup steps to turn on and configure Sage Intelligent Time.

Construction terminology can be renamed to match industry conventions, such as changing Project to Job. Project contracts and their contract lines attach billable details to a project, letting teams capture a mix of billing types within one construction project.

Provides digital time clocks that let employees or admins clock in and out of shifts, projects, or tasks.

Connects calendars and email accounts so Sage Intelligent Time's machine learning can turn daily activity into suggested timesheet entries, without tracking keystrokes, screenshots, or location.

Provides timesheets enhanced with AI-suggested activity cards, plus sortable and filterable lists for tracking personal and staff timesheets.