Simplify Project Management
Sage Timberline Office software allows centrally integrated data. Through integration with 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 (security privileges permitting). 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 provides 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.With correspondence log you can add Microsoft Outlook e-mail, as well as Microsoft Word and Excel documents to Project Management’s centralized database on-the-fly. It makes for convenient and thorough logging of all correspondence between project participants and—because you have instant access to documentation stored in one place—an easy way to resolve issues or questions without skipping a beat.
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.Take charge of change orders
Easily control the change management process by quickly identifying potential change orders, soliciting quotes, and pricing. You’re able to record all the details—such as when quotes are due and from whom—using a familiar-looking pricing worksheet grid. Then, pending change requests and/or commitment change orders can be approved (security permitting) and passed on to accounting. The generation of commitment change orders is quick and easy as many fields are pre-filled from information in original commitments or change requests. And, best of all, project information is kept current and up-to-the-minute.