Getting Started and Implementation Plans
October 10th Update
Corecon is now Sage Construction Management!
Preliminary Review Items
- Frequently Asked Questions (FAQ)
- Feature Definitions
- Business Process Diagrams
- Corecon Hardware and Software Requirements
Implementation Plan
Application Settings | Employees | Users | Customers | Vendors | First Awarded Project Setup
The objective of this initial step is too start the process of setting up one awarded project so accounting and project management staff understand the workflow process.
Recommended Staff:
- Admin
Tasks:
- 01 - Basic Navigation and Company Settings
- 02 - Employees (HR) and Users (Settings)
- 03 - Contact Management - Customers and Vendors
- 04 - Lead/Project Classifications, Setup First Awarded Project and Project Directory
Awarded Project Financials
Recommended Staff:
- Admin
- Financial Admin
- Project Manager
Tasks:
- 01 - Client Contract Administration - Job Cost Codes, Prime Contract and Original Budgets
- 02 - Procurement - POs and Subcontracts
- 03 - Procurement - Bills and Sub Invoices
- 04 - Client Contract Administration - Prime Invoices
- 05 - Project Financial Analytics
Optional Tasks:
- Establish Master Cost Codes
- Labor Timecards
- CoreconLink for Intuit QuickBooks, Sage 50 Canada or Xero Integration
Project Management and Field Staff Functions
This phase is geared for project managers and superintendents out in the field that need to document field activities and correspond with external team members such as subcontractors.
Recommended Staff:
- Project Manager
- Superintendent
- Laborers
Tasks:
- Drawings and Specs
- Correspondence: Issues, Basic Emails, RFIs and Submittals
- Documentation: Project Photos and Daily Logs
- Quality Control (QC) and Safety: Checklists, Punchlists, Safety Meetings and Safety Incidents
- Labor Timecards (See Labor Timecards link above)
Estimating Department - Lead Tracking, Estimates and RFP Packages
This phase is geared for estimating staff and will walk through the process of documenting job opportunities, distributing plans to vendors, preparing estimates and bid packages.
Recommended Staff:
- Chief Estimator
- Estimators
Tasks:
- 01 - Lead/Project Classifications, Setup Lead (Job Opportunity) and Lead Directory (Key Contacts)
- 02 - Drawings and Specifications
- 03 - Estimates and RFP Packages
Optional Tasks:
Special Tips For
- Design Build Firm
- Residential Developers with Multiple Lots
- Commercial Developers
- Construction Management (CM) Firms That Need To Track Multiple Prime Contracts
- Unit Price Prime Contracts for Heavy Highway/Utility Contractors
- Apartment, Condo, or Hotel Remodeling Contractors
- Owner Contingency or Allowances for Commercial Construction Contracts
- Tracking Overhead Costs
- Joint Venture Project
- Service Work
- Fiscal Year-End Closing and Reporting
Copyright © 2023 Corecon Technologies, Inc.