• Archive

  • Sage Construction Project Center Overview

    Sage Construction Project Center (SCPC) is a feature-rich platform that provides the tools for you to collaborate between internal and external project stakeholders. You’ll see how you can share documents, collaborate on processes, streamline workflows, and work remotely using the mobile app. SCPC integration with Sage 100 Contractor & Sage 300 CRE allows you to manage project costs throughout all phases of construction ensuring successful and profitable projects. This [...]

    Project Management Documents & Processes

    Sage Construction Project Center (SCPC) helps project leaders keep everyone informed easily and effectively. By automating the process for accessing, sharing, and tracking information online throughout the project, your entire team becomes more organized, efficient, and well informed. This webinar recording will focus on the Project Management module that includes Transmittals, Expediting Logs, Punch Lists, Open Issues, Meeting Minutes, Submittals, RFI's, and Daily Logs. You will [...]

    Mobile Document Management & Project Bidding

    Sage Construction Project Center (SCPC) integrates with Sage 300 CRE and Sage 100 Contractor to provide a secure and central online collaboration hub where the building team can collect, share, distribute, track, and take action on all project-related information. In SCPC, Documents are categorized into bid packages, plan, specs, general & photos, closeout documents, and private files. This webinar recording will show you how to manage documents in SCPC on the web browser and [...]

    Sage Office Connector Suite

    This webinar recording shows you how to produce financials with graphs and charts, conditional logic, drill into details, roll back more than 25 periods, report off of multiple data folders, and more using Sage Office Connector Query and Financials. Agenda Office Connector Product Suite OverviewWhy choose Office ConnectorSoftware DemonstrationGL Financial Statements with Drill-DownCreate comparative statements from scratch Presenter: James Coyle & Marshall [...]

    Sage Office Connector Import

    This webinar recording provides a comprehensive overview of Sage Office Connector Import. Learn how you can harness your Excel knowledge to create import files that feed directly to the Sage 300 Construction and Real Estate database. Empowering you and your team to manage data in Excel based, saving time for your business. Agenda Office Connector Launch Pad TemplatesJobcost Cost to CompleteJobcost Estimate Import FileImport DesignerCreate entry grid Presenter: James Coyle [...]

    Sage Office Connector Query

    This webinar recording provides a comprehensive overview of Sage Office Connector Query. Learn how you can harness your Excel knowledge to create dynamic spreadsheets that query directly to the Sage 300 CRE database. Empowering you and your team to create Excel-based reports with meaningful real-time analytics for your business. Agenda Office Connector Launch Pad TemplatesJobcost Cash Flow Analysis by Job - Detailed Cash Flow ReportJobcost Cost to CompleteJobcost Work in [...]

    Sage Office Connector Write

    This webinar recording provides a comprehensive overview of our Sage Office Connector Write. See how you can harness your Excel knowledge to write values directly to the Sage 300 CRE database. Empowering you and your team to manage data in Excel, saving time for your business. Agenda Quick Refresher on Office Connector - QueryWrite Designer - AP VendorOffice Connector Launch Pad TemplatesAPInvoice ApprovalMaintain Employee Information Presenter: James Coyle & Marshall [...]

    Forecasting Project Expenditures Over Time

    Making accurate budget forecasts is crucial to long-term success for construction firms of all sizes. How do you ensure accurate construction project forecasting that you can review regularly? With Sage Office Connector, you will be connected to your Sage 300 CRE database and build reports in Excel to help you analyze cash flow and increase project profitability. Forecast by Category using Cost To Complete forecast methodJob-Level Revenue and Cost ForecastExpenditure Forecast [...]

    Form Builder for Sage Operations

    Learn the ins and outs of the Sage Operations Form Builder to capture information for Work Order or Job Detail for Sage 300 CRE. Agenda Introduction of Sage Operations and Form BuilderApproach to building a successful formForm Design ViewsConditional Logic & NotificationsSoftware demonstration Presenter: Jared WasielewskiRecorded: April 14, 2020Length: 25mins

    Sage Mobile Reports and Dashboards

    Mobile Intelligence is a browser-based solution for Sage 300 CRE that can be accessed from any computer or mobile device with an internet connection. It provides key stakeholders with real-time information from a single location. This webinar recording provides a comprehensive overview of two key parts of Mobile Intelligence: Mobile Reports & Mobile Dashboards. Agenda: How to add a reportHow to send a report to the users via Inbox and related tools such as Favorites, [...]