This training course provides a set of lessons that illustrate the processes of construction project management in a midsize company. The course should be completed on an instance of Acumatica ERP 2019 R2 Construction Edition with a training data set preloaded; this data set provides the pre-configured settings and entities you will need as you complete the course.
Through the examples, you will learn how to perform the following tasks in Acumatica ERP:
- Tracking project costs in the system
- Processing AP and AR documents with retainage
- Enabling budget control for projects
- Preparing project budget forecasts
- Working with change requests and change orders
- Managing compliance and lien waivers
- Using daily field reports, reporting project issues ad request for information, handling drawing logs and photo logs for projects
- Processing expense receipts with corporate cards
- Reviewing construction reports
- Using Acumatica ERP mobile app when working in the field
