• When you synchronize your Sage Construction Project Center site with Sage 300 Construction and Real Estate, your standard cost codes and categories are uploaded. This job reference explains how standard cost codes and categories, projects, and job cost codes and categories are used by the system. (For step-by-step instructions to configure synchronization, see the Sage Construction Project Center and Sage Bid Management Setup Guide.)

 

Synchronize at the organizational level

 

  • During initial install of the Sage 100 Contractor and configure synchronization with Sage 300 Construction and Real Estate, standard cost codes and categories are uploaded to the cloud automatically
  • Go to Setup and click Advanced List Management

Setup List Management Advanced List Management Bidder Categories Org Project Options User Groups Integrations Setup Performance Evaluation Setup Org Bid Package Template Org Bid Package Message Template

  • Select the Cost Codes list. This list matches the Standard Cost Codes you have set up in the system, including the standard categories assigned to each. Notice that the list is defined at the Organizational Level.

Edit Cost Codes Advanced List List defined at the Organization level Code Division Description 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 21 22 23 25 26 27 28 31 32 33 34 40 90 99 GENERAL REQUIREMENTS EXISTING CONDITIONS CONCRETE MASONRY METALS WOOD, PLASTICS, & COMPOSI THERMAL & MOISTURE PROTEC OPENINGS FINISHES SPECIALTIES EQUIPMENT FURNISHINGS SPECIAL CONSTRUCTION CONVEYING EQUIPMENT MECHANICAL ELECTRICAL MINORITY SUBCONTRACTOR FIRE SUPPRESSION PLUMBING HVAC INTEGRATED AUTOMATION ELECTRICAL COMMUNICATIONS ELECTRONIC SAFETY & SECUR EARTHWORK EXTERIOR IMPROVEMENTS UTILITIES TRANSPORATION EQUIPMENT SMALL JOBS TAXES AND INSURANCE Sort 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 This list is controlled by an outside source and may not be modified here

  • Select the Cost Code Categories list.  This list matches the standard categories set up in the system, and is also defined at the Organizational Level.  Neither list can be edited in Sage Construction Project Center. Add any standard cost codes or categories in Job Cost (Setup > Standard Cost Codes or Standard Categories). New items will be uploaded to the cloud during the next scheduled synchronization.  

Edit Cost Code Categories Advanced List List defined at the Organization level o Code Description E L M o OH OT s G Equipment La bor Material Other Overhead Overtime Subcontract General Allocation Equipment La bor Material Other Overhead La bor Subcontract Overhead This list is controlled by an outside source and may not be modified here

 

Synchronize at the project level 

 

  • When you first configure a project to synchronize with Sage 300 Construction and Real Estate, the cost codes and categories associated with that job are uploaded to the cloud automatically.
  • Go to Project Setup and click Advanced List Management
  • Select the Cost Codes list. This list matches the Cost Codes set up for this job. Notice that not all standard cost codes have been added to the job. The list is defined at the Project Level.

  • Select the Cost Code Categories list. This list shows the list of all categories that have been set up for at least one cost code on the project. This list is also defined at the Project Level.

 

Add cost codes to a job

  • When creating a commitment in Sage Construction Project Center, line items corresponding to existing cost codes and categories on the job can be added—or cost codes and categories can be added from the standard cost code list. In this example, cost code 09-260 Gypsum Board Systems has not been set up on the job yet
  • Click Show Standard Cost Codes to select a cost code that has not yet been added to the job. (The button name changes to Show Project Cost Codes.)

  • Save the commitment lines and click Request Synchronization.  The commitment is sent to Job Cost and the new cost code is added to the job.