Welcome to our guide on how to add a journal entry within Sage Construction Management. Whether you're dealing with leads or projects, this step-by-step tutorial will assist you in keeping your project documentation up to date.

Starting from the Homepage

To begin, navigate to the homepage of Sage Construction Management. Here's where you'll start the process of adding a new journal entry to your project.

Accessing Projects

Click on the 'Projects' tab on the left side of the screen. You can select your project from the list provided or use the hyperlinks to access the project you need to update.

Adding a Journal Entry

Once you've selected your project, scroll down to the 'Correspondence' section and click on 'Journals'. Proceed to 'Actions' and select 'Add manually'.

Journal Information

Fields such as project issue, date, journal number, type, and your company information will auto-populate, but you have the option to modify these details as needed. Be sure to fill in the issue time and subject for clarity.

Setting Reminders and Due Dates

You have the option to set a reminder date and a due date for the journal entry. Although these fields are optional, they can help you manage deadlines effectively.

Description and References

Add a detailed description to your journal entry. You can include links and images to provide more context. Below the description, you can add references such as drawing numbers, locations, specification sections, or other relevant details.

Adding Companies and Contacts

It's important to note that companies and contacts must be present in the contact management module and referenced in the project directory before they can be added to the journal entry. You can search for the necessary companies or select them individually. There's also an option to select all companies at once.

Uploading Files

Drag and drop files or click the 'Add' button to upload any relevant documents. You can also link existing drawings, photos, or other records to the journal entry at this stage.

Note: You can skip the file upload step if you do not have any files to attach at this time.

Finalizing the Journal Entry

After completing all the necessary steps, click 'Finish' to create your journal entry. You've now successfully added a journal manually in Sage Construction Management.

Conclusion

Adding a journal entry in Sage Construction Management is a straightforward process that helps you maintain accurate and up-to-date records for your construction projects. By following the steps outlined in this guide, you can ensure that all relevant information is captured and accessible to your team.