Product Updates + Sage Software Integrations

Leverage the Sage integration to streamline approval tasks and increase communication between accounting and project management teams.

We are excited to announce our new integration with Sage, specifically the Sage Intacct, Sage 100 Contractor, and Sage 300 Construction and Real Estate products. Using our robust ProjectTeam API tools, we can provide customers with in-depth and configurable integrations with popular Sage products. With the help of our joint development partner HH2 and their Universal Construction Model (UCM), we can integrate critical business processes such as project creation, vendors, budgets, contracts, change orders, payment applications, and more.

Sage provides value to thousands of construction companies throughout the US and Canada by offering payroll, accounting, and job cost systems. Read more about Sage here.

One of the biggest advantages of the ProjectTeam platform is our industry-leading ability to customize the system to fit your exact needs. Whether that means completely new form types or just configuring certain fields, users can map those configurations into the integration to provide value that other static project management solutions simply can't. 

There are many advantages of the ProjectTeam + Sage integrations, including:

  • Streamline approval tasks of time-sensitive data such as change orders, invoices, and payment applications
  • Reduce human error by eliminating double-entry
  • Increase communication between your accounting and project management teams

Your integration between ProjectTeam and Sage can be set up to be fit your business processes, but a typical integration may look something like this:

ProjectTeam PT to Sage Sage to PT Sage
Projects Jobs
Account Codes Cost Codes & Categories
Budget Items   Estimates
Budget Amendments   Estimate Transactions
Contracts Prime Contracts
Subcontracts & SCOs   Commitments
Subcontract Pay Apps   AP Invoices

For more information regarding the ProjectTeam + Sage integrations, contact us here. Our team is happy to review your current systems and provide additional resources to help you better understand which integrations are right for you and your team. 

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