General Contractor

We have been working on implementation for months and have now circled back to Tasks and best use for it.  We set up based on the original implementation team and on using Procore.  We are now coming off Procore to moved to Autodesk on the PM side and also have moved to a different individual within the implementation group we were using.  That being said we are revisiting some of the original setup due to the difficultly we had in communication.  Based on the use for residential and commercial construction, what is everyone using for Task?  Originally the developers said that we should use it for divisions (like you see broken up on progress billing 01-General Req, 02 Existing Conditions etc) and then cost codes from there.   NOW because we are not going to be under Procore requirements we are looking at whether we need the setup we have.  We also needed to be able to track a portion of our revenue & costs by Lot numbers and it seems the only way we may be able to do that is by having a main job and using the task function for Lot numbers and using cost codes within each Task.  This is frustrating to be back and forth but we do want to get it right or closest to right at go live.  Any suggestions from the masses would be appreciated.   

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Renee Hollis
Accounting Manager
Blackstone Construction
Birmingham AL
(205) 623-4939
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I  am not quite sure what you are asking. If it any help, (i am purely commercial) and use Autodesk....the Build (Cost) Module for all my cost codes and project accounting (we use a modified 2018 CSI Master format 50 division set up with about 4500 cost codes). I do ALL project accounting at a granular level. We use Quickbooks now, but even when i used Sage and Spectrum, we used the same format (we also used Procore). At this time, we are currently manually taking the job cost reports from Autodesk Build (Cost) and then entering the data into standard categories (i have set up each main division (2, 3, 4,5, etc), which are mainly then entered as subcategories of cost of goods sold in QuickBooks that gets used to report to any outside sources--which now is simply CA FTB and IRS and in the future will be investors). In the past we have had a bridge set up between (first Procore, then build) to sage. I know you can get a bridge with Autodesk for Acumatica also, and your Autodesk Rep can direct you to how to get this done. 

 I use ADP for payroll, and have standard fully burdened rates that we use per person in our Cost module (in the past, to avoid staff "knowing" what other staff might be making, we had a "standard rate" for each position, then attached "allocated indirects" to the job monthly or quarterly for the actual amount which would typically be an add and could be "reverse engineered" for someone to attempt to see what someone lese was making.) 

For this company, when we start doing some of the larger projects that i develop, i will do the same thing I describe above or similar. To me, it doesn't matter what software, its the same process---granular field that gets bridged into main system, and any GA expenses are standard, straight entry into our main accounting, with any indirect project costs getting allocated periodically as "allocated indirects" (this is fuel, misc labor, and other misc costs that aren't included into our standard overhead that either gets input into projects at bid, or paid out of the OHP line item.

Hope this is helpful. I have set up several companies and this is my preferred set up no matter what software we use at either "side" (field or office) 

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Rob Remington, Managing Member
Remington Enterprises
707.685.6827
www.remingtonco.com
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