Welcome to our step-by-step guide on creating an issue within Sage Construction Management. Whether you're new to the platform or looking to refine your skills, this guide will walk you through the process from start to finish.

Introduction

Managing construction projects can be complex, with many moving parts and details to track. Sage Construction Management software simplifies this process by providing tools to create and manage issues effectively. In this article, we'll show you how to use these tools to your advantage.

Starting the Issue Creation Process

Begin by navigating to the homepage of your Sage Construction Management platform. From there, follow these steps:

1. Select "Projects" from the available options.
2. Choose the project you're working on. You can pick from a list or use the hyperlinks provided.
3. Once inside the project, scroll down to the "Correspondence" section and click on "Issues".

At this point, you will be ready to manually add a new issue.

Adding Issue Details

Click on "Actions" and then "Add Manually" to start filling in the details of your issue:

• Project Number, Issue Date, Issue Number: These fields will be auto-populated.
• Coordinated By: Your information will appear here.
• Subject: Enter the subject of the issue.
• Type, Priority, and Due Date: Specify these details as required.
• Description: Provide a detailed description of the issue.
• References: Add any relevant references.

After entering the initial details, click "Next" to proceed.

Selecting Companies and Contacts

In this section, you can select companies and contacts related to the issue:

• To select all companies and contacts, check the box at the top of the list.
• If you need to find a specific person, use the search function.

Once you've made your selections, move on to the next step.

Financial Impact and Additional Items

Here, you can add items that have a financial impact and other references related to the issue:

• Import items involved with the issue or add them manually using the "Add New Line" option.
• Drag and drop files, link existing files, or add new files that are pertinent to the issue.

After adding all necessary information, you can click "Skip and Finish" to complete the process.

Conclusion and Next Steps

You have now successfully created an issue within Sage Construction Management. It's important to review the details you've entered to ensure accuracy and completeness. By following the steps outlined in this guide, you can streamline your issue management process and keep your construction projects on track.