Sage Project Management Software Handles Change Orders

sage construction software

Project Management Software for the Construction Industry

6 Reasons Why Sage 300 CRE Project Management Software is Better for Processing Change Orders

Olivia_webAs a Sage Timberline Certified Consultant with years of software and accounting experience, I work with a variety of construction firms. The most commonly asked question remains: “How do I handle change order requests?”.

My answer is twofold and is backed with six reasons why the Project Management software module within Sage 300 Construction and Real Estate is the best solution to process change orders. First, consider an accounting software upgrade to Sage 300 CRE – the most widely used accounting software in the construction industry.

If you are already using Sage 300 CRE, some will ask “If I already own Job Cost, why should I purchase Project Management?”  It’s a valid question.  There are many reasons to purchase Project Management or ‘PJ’ as it is referred.  You receive additional features such as transmittals, submittals, RFIs, daily reports and you are able to take advantage of Sage Mobile Projects just to name a few reasons.  The feature I like most in Project Management (PJ) is how it handles change orders.

Watch this 5-minute video to take a tour of Sage Project Management

1.  Change Requests

Change requests are an essential part of change management. Change requests are great because they easily allow you to track time and material tickets as well as potential scope changes requested by your customer, subcontractor or supplier. By using change requests you can add the price to your customer, change the cost estimate and adjust your commitments without affecting Job Cost or Contracts if they are not approved.

Change requests are potential in nature. You may give a price to your customer and they decide not to proceed with the work or perhaps you have some T&M tickets but the price is negotiated at a later date. By using change requests you can easily change these items and attach them to a change order when they are finalized. In addition, you can add multiple change requests to one change order.

2.  Affect Price, Cost Estimate, and Commitment(s) In One Easy Step

When you create a change request you can add the price, cost estimate and any commitment changes just by changing the “Price/Cost Estimate” view. The columns within each view can be adjusted to fit your company’s needs. With a mouse click you can jump between the price, cost estimate and vendor view within the same screen. With Project Management software you no longer have to enter a change order into multiple applications.

3.  Easy Error Correction

Simply change the status of the change order from approved to another status and you can easily change everything about the change order – from price and cost estimate changes to cost code and category. You no longer have to create reversing change orders to fix mistakes.

4.  Segregation of Duties

By allowing your operations personnel to enter their change request(s) and change order(s) into the system they are more aware of their job’s progress. Now a PM can enter their own change request(s) and change order(s) without being able to submit the changes to accounting. You have control over how and when change order transactions hit Job Cost.

5.  Direct Integration with the Contracts Module

There are three different locations to select the contract item within a change order, making you less apt to make a mistake. This relieves you of the need to enter change orders in the contracts module. This saves you time and money.

6.  Fewer Steps to Create a Change Order

The entire change order workflow is now completed in one module and all information is entered within three different screens. Once you have completed your change order in Project Management it automatically updates both Job Cost and Contracts when you tell it to.  Click here to watch video: Quickly Adding Owner Change Order in Sage 300 CRE Project Management.

Sage 300 Construction and Real Estate users – What do you like about Project Management?

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