Project Management
This core project management application lets you view it all. It's the software to keep the right people well informed at all times by providing access to up-to-the-minute costs, contracts and document information.

Centrally integrated data
Through integration with Sage Timberline Office accounting, estimating, and purchasing systems, you're able to issue and see all prime contracts, subcontracts, updated plans and drawings, change orders, purchase orders, meeting minutes, requests for information (RFIs), and other project-related documents. You can set up your job as early in a project as you wish, then renumber the job to fit company standards and release all information to accounting at a later date for review, approval, and use. And as new project information is entered in accounting or operations, all updates automatically appear in Project Management and all related accounting applications. With Sage Timberline Office, there's no need for duplicate data entry.

Real-time information for solid decisions
A centralized source of information is your assurance of having a complete and current picture of any project. For example, with the Job Overview inquiry or report you can instantly see the status of contracts, profit, billings, costs, cash, RFIs, and submittals all at once. There's no need to manually synchronize accounting and project management software. Sage Timberline Office makes it automatic. Project information is always current and there's no limit to what information can be shared — costs, budget revisions, change orders, forecasts, prime contracts, whatever you like.

Create, track, retrieve documents
Sage Timberline Office gives you the tools to create and track common project documents, such as RFIs, meeting minutes, submittals, and transmittals. Take a look at which RFIs haven't yet been approved and understand the potential impact of outstanding requests on a project's cost and schedule. The central database also lets you easily query across logs or jobs to review the status of any document. You always know what tasks remain, assuring that nothing falls through the cracks. And to make sure e-mail is an accessible part of the project record, there's the correspondence log feature. You're able to add Microsoft® Outlook e-mail (as well as Microsoft Word and Excel documents) to Project Management's centralized database.

Access to information
By using inquiries and reports you can delve into the details behind the numbers. If you're ever on the phone and need to know about the payment of an invoice, you can pull it up in a hurry to see exactly how and when it was paid. Plus, job cost reports can also contain unposted costs as well, so you know where you truly stand today.

Easy to learn, easy to use
Project Management is designed to work the way you do. The software is straight-forward and easy to learn because electronic documents mirror the many paper documents still used today. The program's many defaults can help you complete work quickly and easily.

Features and efficiencies

• Create, track and easily distribute documents, such as RFIs, submittals and transmittals using automated delivery methods; e-mail and fax documents directly from an entry screen.
• Issue prime contracts, subcontracts, purchase orders, potential change orders, and change orders, then release these items to accounting for review, approval, and use.
• Access subcontract and PO status, initial and revised totals, pending and approved changes, and amounts invoiced, retained and paid.
• Work with contracts, estimates, forecasts, change orders, and cost details.
• Set up jobs and enter contact information in one centralized location.
• Create a job directory with job-specific contact information and set up unlimited distribution lists.
• Instantly log all project-related e-mail, Word and Excel documentation as you work with a single click, or add summary detail for easy sorting if desired.
• Document and coordinate the distribution of current drawings and sketches to all interested parties.
• Create meeting agendas and record proceedings, action items and persons accountable. Automatically roll forward outstanding items into the next meeting agenda.
• Access pre-designed reports and inquiries or design your own.
• Secure access to information or the ability to perform tasks by individual or by job.
• Customize most drop-down lists and add custom fields to fit your business.

Integration
By storing all project information in one database, accounting and project management teams share the following information and tools.

• Job setup.
• Budgets.
• Prime contracts, subcontracts, and purchase orders.
• Potential change orders.
• Change orders.
• Forecasts.
• Labor and equipment cost details.
• Percent complete and production quantities.
• Reports and inquiries.
• Prime contract, purchase order, and subcontractor change orders.
• Accounts Payable invoices and checks.
• Cost code lists.
• Address Book with complete vendor and customer contact information.
• System setup, including field descriptions, security, and more.

Inquiry and reporting
Below are just a few of the 100-plus standard reports and inquiries that come with Project Management.

• Job status overview combining accounting and project management detail on one report.
• Job cost by date range, monthly cost and cost type analysis, including unposted costs.
• Contract status showing accounts receivable invoices and payments.
• Commitments showing accounts payable invoices and checks.
• RFI overdue and unanswered logs and summaries.
• Submittal logs by company, status, and summary report.
• Transmittal logs by date, company and status.
• Insurance and lien documents.