• Construction Manager.Net
  • Construction Manager 50
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  • 1. What is ConstructionManager.Net ?
     

    ConstructionManager.Net is a new cloud based version of Construction Manager 50.

    The new system is being developed on a modular basis.  It uses the same sql database on your server which means that it can be used in conjunction with the existing Desktop Version.

    The new system is available on a monthly subscription basis and currently includes the following new functionality.

    1 Quotation and Sales order system

    2 Planner

    3 Maintenance Manager

    4 Equipment Register and service planning.

    5 On line remote timesheets and mobile timesheets.

    6 Subcontractor auto email to bulk email reports to your subcontractors.

    7 Purchase Orders online and mobile POP.

    If you would like further details about any of the above please do not hesitate to contact us.

     

     

     

     

     

     

     

     

  • 2. Mobile Manager Automated Labour Timesheets Set Up
     

    Labour records for your employees can be created automatically using data recorded on their mobile app. ( Mobile Manager )

    For this feature you will need the following software packages

    • MaintenanceManager.net
    • Mobile Manager App

    Setting up Automated Labour Records

    Step 1: Set up Construction Manager Mobile Integration and automatic timesheets

    In ConstructionManager.net, go to Settings > Defaults > Mobile as shown below.

    Tick the two boxes at the bottom right shown below.  This will turn on the automated labour.  ( NOTE you also need to allocate payrates to the engineers with mobile devices . See Step 3 below )

    The third box is optional.  If ticked the engineers will be able to edit their time entries on their mobile device. You may or may not want them to do this.

    The day of the week should be set. This is the end day of your working week.  Would normally be a saturday or sunday.

    Click SAVE to save the changes.

    Labour time settings

    Step 2: Setting up employees to be used with

    Go to Labour > Employees and select an employee you wish to set up for automatic timesheet creation and make sure your employee has an EngineerID set, the engineer will need this in order to receive jobs on their mobile device.

    AutoTimesheet3

    Step 3  Set up and allocate employee rates.

    Next, go to Labour > Payrates and make sure your Engineer has at least 1 payrate set up. This payrate must be set to the engineers Default Rate and must have "Is Travelling Rate" and "On site rate" set to Y.

     

     

     

    You must set up and alloacte a rate for travel and on site in order for automatic labour record creation to work. In the below example we have 2 rates set up, 1 for Field Work which will act as the engineers on site rate and one for travel. You can use the same rate for both if you wish.

    AutoTimesheet4

    Step 3: Mobile Configuration

    On your engineers mobile device they should be set to use the CM.Net connection type as shown below. For this connection type they must have an account on ConstructionManager.net created (You can do this by logging into ConstructionManager.net as a user who has Administrative access, then by going to Settings > User settings and adding the engineer via email invite)

    AutoTimesheet5

    Please ensure that the engineer name matches the Engineer ID set up in step 1 and set the company name. Then save these settings and come out of the defaults menu.

    From now all new mjobs sent to this engineer on this mobile device will have automatic labour records created in Construction Manager following the jobs completion.

  • 3. Adding Engineers to your Construction Manager + Maintenance Company
     

    This page details how to set up engineers for your Construction Manager + Maintenance/Maintenance Manager company. To set up engineers you must have the appropriate Construction Manager version along with engineer licenses.

    Step 1: Give your Employee an Engineer ID

    To add your new Engineer to visits they should first be given an Engineer ID. This ID acts as the Engineers unique reference so that when a job is assigned to them via Construction Manager the correct visit gets sent to the correct Engineers mobile device.

    To give your Employee an Engineer ID, go to Labour > Employees. In this list find the employee you would like to make an engineer and click on the EngineerID field on their record line, then enter their Engineer ID. Once you have entered their ID and closed the labour tab you will then be able to assign jobs to this employee when editing maintenance job records

    adding-engineer1

    Step 2: Setting up the company and engineer on the app (using .net connection)

    On the engineers device please go to www.jnc-uk.com/cmm.apk and download the Construction Manager app, once the app has been installed please go to Menu > Defaults and tap “Add Company” and fill in the details as shown below. Once filled out please test the connection. if you get a "connection OK" this means that the connection was successful. Providing the engineer ID entered matches the Engineer ID entered into construction manager the job you allocated to your new engineer should download and appear on the main screen  indicating your company information is correct

    adding-engineer3

    E-mail: Please enter a valid email address that can be used to log into your ConstructionManager.net company here

    Password: Please enter the password associated with the account here

    Engineer Name: Please enter the EngineerID you entered in step1 here. for example "DJohn" or "DSmith" as these would be valid engineerIDs in this example as they were entered into the EngineerID fields in the example on step 1.

    Company Name: Please enter the name of your company here.

  • 4. Maintenance Job Invoice Options - Sage Invoice Posting.
     

    2 Settings are used to control the options where the user can set the fields that show on a Maintenance Sales invoice and also that are then posted to Sage.

    Settings>Defaults > Maintenance.

    The table below controls which fields from the Mjob record are loaded into the invoice record.

    For users who want to see Specific Job Details in Sage for a Sales Invoice can choose this option ( below ) in settings.

    Settings > Defaults > Customers

    NOTE only one line for the total amount of the invoice will be posted and it will include in the details if this options is chosen.  This will apply to all Mjob Sales Invoices.

  • 5. Access Settings for Mobile Timesheets .Net
     

    The settings below are recommended for using Mobile Timesheets .

    The user will only be able to see his own timesheets and no payrates.

    He can create edit and flag as complete at the end of the week.

    If user wants to use desktop and mobile should tick the additional boxes below.

    Also go to  Settings > Defaults > Labour

    The screen below allows the weekending day to be set ( usually a Sat or Sun ) and also controls which fields the mobile users see and enter on the mobile timesheet entry screen

  • 6. How to Logout ConstructionManager.net from Sage ( for file maintenance and backups etc )
     

    Removing ConstructionManager.net from the Sage Login ( eg to use file maintenance ) is quick and simple.  There is only one connection to Sage for the whole .Net system.

    To logout of Sage go to Setting and select Logout Sage.

    The .Net system is then no longer connected to Sage.  It will reconnect automatically when the next invoice is posted to Sage so you do not have to anything else.

     

  • 7. Maintenance Invoicing defaults
     

    When you wish to auto-fill fields on an invoice you're generating via an mjob, you can use the maintenance invoicing defaults to specify what information from the mjob goes into which fields on the invoice during its creation.

    The Maintenance Invoicing defaults can be found in Settings > Defaults > Maintenance from the ConstructionManager.net and Construction Manager 50 menu.  Select a source field you require to show in the invoice record.

    The Maintenance Invoice Posting Option below allows the postings to Sage Details  to be changed from the description field above to the selected fields below.  This option will also only post a single line entry in Sage rather than a line per item as above.

  • 8. How does Sage Drive Work
     
  • 9. How to Filter ,Display ,and Select Rows
     

    There a a number of functions in List Screens for choosing displaying and selecting rows.

    For example on the screen below.

    Rows per page sets the number of row to be displayed on the screen when you open that screen.

    In this example 20 rows are displayed ,

    A filter is added for Job No = Main01

    The note at the bottom left shows that 20 are displayed from 23 filtered from a total of 68 items in the database.

    You can now easily select the 23 rows filtered. ( See pic 2 )

    Pic 1

    If you select the excel icon at the bottom left you will be the pop up below.

    The ALL Rows option will select all the filtered rows ie 23 in this example to go onto the spreadsheet.

    Pic 2

     

  • 1. Mobile Manager Automated Labour Timesheets Set Up
     

    Labour records for your employees can be created automatically using data recorded on their mobile app. ( Mobile Manager )

    For this feature you will need the following software packages

    • MaintenanceManager.net
    • Mobile Manager App

    Setting up Automated Labour Records

    Step 1: Set up Construction Manager Mobile Integration and automatic timesheets

    In ConstructionManager.net, go to Settings > Defaults > Mobile as shown below.

    Tick the two boxes at the bottom right shown below.  This will turn on the automated labour.  ( NOTE you also need to allocate payrates to the engineers with mobile devices . See Step 3 below )

    The third box is optional.  If ticked the engineers will be able to edit their time entries on their mobile device. You may or may not want them to do this.

    The day of the week should be set. This is the end day of your working week.  Would normally be a saturday or sunday.

    Click SAVE to save the changes.

    Labour time settings

    Step 2: Setting up employees to be used with

    Go to Labour > Employees and select an employee you wish to set up for automatic timesheet creation and make sure your employee has an EngineerID set, the engineer will need this in order to receive jobs on their mobile device.

    AutoTimesheet3

    Step 3  Set up and allocate employee rates.

    Next, go to Labour > Payrates and make sure your Engineer has at least 1 payrate set up. This payrate must be set to the engineers Default Rate and must have "Is Travelling Rate" and "On site rate" set to Y.

     

     

     

    You must set up and alloacte a rate for travel and on site in order for automatic labour record creation to work. In the below example we have 2 rates set up, 1 for Field Work which will act as the engineers on site rate and one for travel. You can use the same rate for both if you wish.

    AutoTimesheet4

    Step 3: Mobile Configuration

    On your engineers mobile device they should be set to use the CM.Net connection type as shown below. For this connection type they must have an account on ConstructionManager.net created (You can do this by logging into ConstructionManager.net as a user who has Administrative access, then by going to Settings > User settings and adding the engineer via email invite)

    AutoTimesheet5

    Please ensure that the engineer name matches the Engineer ID set up in step 1 and set the company name. Then save these settings and come out of the defaults menu.

    From now all new mjobs sent to this engineer on this mobile device will have automatic labour records created in Construction Manager following the jobs completion.

  • 2. VAT Cash Accounting Sage Postings
     

    Cash Accounts Subcontract postings.

    Cash Accounting Cert 1

    Example

    Certificate entered for £500 with £400 labour.  ( £80 Cis Tax  £100 VAT ) on 24/08/16

     

    Cash Accounting Cert Postings

     

    Cash Accounting Cert Postings in Sage

    Postings to Sage

    Tran 1  - Materials Inv for £100 plus £20 Vat to the sub materials nominal 6002 in this example

    Tran 2  -  Labour invoice after tax deduction ie £320  with the balance of the full vat amount eg £80   ( not £64 )  This is so that the labour and the total vat amount are paid to the subbie.

    Tran 3  -  Invoice for the tax amount that will be due to pay HMRC for this certificate. £80 with T1 vat code but zero vat.  This transaction is here so that this part gets allocated to the CIS tax when the payment has been made.

    All the above are T1 vat code because when the payment is created Sage can only pay items with the same vat code.  (Sage50 cash accounting restriction)

    Trans 1,2 3, total to £500 to the ABB Supplier account and 6002 nominal plus £100 Vat.

     

    Cash Accounting Payment Postings

     

    Payment Postings

    Tran 4 is the payment to the subcontractor of £420 plus £100 vat = £520 in total from the standard bank account 1200 in this case.

    Tran 5 and 6 are an in and out transaction to enable the cis tax element to be allocated without vat.

    Tran 5 - Purchase Payment from a dummy cis bank account 1215 in this case to pay off the £80 cis tax invoice Tran 3

    Tran 6 is a Bank receipt to transfer the cis tax amount to the cis tax nominal 2150 in this case ready to be paid to HMRC .


     Credit Restrictions

    Cash Accounting Credits

     

    Example above

    Certificate for £500 with £400 labour.

    To allocate a credit for this you cannot raise a part credit.  The credit must be for the full amount with matching Labour Materials and VAT.  See cert 2 above.

    Once credited in full a new certificate can be entered for the amount due to be paid.

     

     

    Allocating Credit

     

    When you open the payment screen where credits are waiting to be allocated you may get a message advising you that the credit must be allocated to a matching invoice.  If the credit does not then delete the credit and re-enter a credit in full plus a new invoice. As showing below.  You can proceed to allocate the invoice first and then the credit to make a zero payment entry and save.  ( As below )   The invoice can then be paid as normal.

     

    Credit paying cert message

     

     

     

     

  • 3. Manual Client Update
     

    JNC Construction Manager
    Manual Client Update
    This page details how to manually update Construction Manager on client computers. This document is intended to be used by IT personnel as the process involves the use of administrator rights.

    Step 1. Locating Sage ACCDATA path.
    The CISUpdate folder is normally downloaded and stored in the ACCDATA path of the Sage Accounts company that has been connected to Construction Managed. To locate this. Open up the company data in Sage and go to Help > About. You will find the directory to the ACCDATA path under Program Details > Data Directory.

    ManualClientUpdate-1

    Step 2. Locate cisupdate folder.

    Clicking on the link in the Sage About page will take you to the accdata directory, from here you can access the cisupdate folder as shown below.

    ManualClientUpdate-2

    Step 3. Locate and run cisupdater.exe

    Find CISUpdater.exe inside the cisupdate directory and run this as administrator, if a UAC box appears enter your administrator credentials and click ok to launch the updater.

    ManualClientUpdate-3

    Step 4. Run the updater

    Make sure CISManager is closed before starting the updater process. When you click start you will see the updater backup the local CISManager installation and then proceed to update the installation to the new build, when this process is complete you will see a box notifying you that the update is completed as seen below, click ok

    ManualClientUpdate-4

    Step 5. Launch Construction Manager.

    Launch Construction Manager after closing the updater.

    If this is the first client you have updated this may call for a database update, let the program proceed with the database update process and then relaunch Construction Manager.

    If the program reports that it cannot find the Sage Data path the first time Construction
    Manager is run after the update, close and

  • 4. Adding Engineers to your Construction Manager + Maintenance Company
     

    This page details how to set up engineers for your Construction Manager + Maintenance/Maintenance Manager company. To set up engineers you must have the appropriate Construction Manager version along with engineer licenses.

    Step 1: Give your Employee an Engineer ID

    To add your new Engineer to visits they should first be given an Engineer ID. This ID acts as the Engineers unique reference so that when a job is assigned to them via Construction Manager the correct visit gets sent to the correct Engineers mobile device.

    To give your Employee an Engineer ID, go to Labour > Employees. In this list find the employee you would like to make an engineer and click on the EngineerID field on their record line, then enter their Engineer ID. Once you have entered their ID and closed the labour tab you will then be able to assign jobs to this employee when editing maintenance job records

    adding-engineer1

    Step 2: Setting up the company and engineer on the app (using .net connection)

    On the engineers device please go to www.jnc-uk.com/cmm.apk and download the Construction Manager app, once the app has been installed please go to Menu > Defaults and tap “Add Company” and fill in the details as shown below. Once filled out please test the connection. if you get a "connection OK" this means that the connection was successful. Providing the engineer ID entered matches the Engineer ID entered into construction manager the job you allocated to your new engineer should download and appear on the main screen  indicating your company information is correct

    adding-engineer3

    E-mail: Please enter a valid email address that can be used to log into your ConstructionManager.net company here

    Password: Please enter the password associated with the account here

    Engineer Name: Please enter the EngineerID you entered in step1 here. for example "DJohn" or "DSmith" as these would be valid engineerIDs in this example as they were entered into the EngineerID fields in the example on step 1.

    Company Name: Please enter the name of your company here.

  • 5. Updating Construction Manager Using Update Code
     

    This page details how to perform a software update for Construction Manager via an update code provided by JNC Technical Support.

    First, check to see if your machine already has a support code entered. If you already have a support code please continue to step 2. Otherwise please contact JNC Technical support for your code, then proceed to step 1.

    To check that you have a support code entered please open Construction Manager, then go to File > Maintenance. If the "Data Support" and "Check for Updates" boxes are greyed out as shown below. This means that there is no valid support code for Construction Manager on your machine.

    UpdateConstructionManager1

    In this case please contact JNC Technical Support as they will be able to provide you with a support code.

     

    Step 1. Enter your support code

    If you have your support code please go to Tools > Enter Support code. This will bring up the support code entry dialogue box.

    UpdateConstructionManager2

    Please enter your support code into this box and click OK. This will enable support features for Construction Manager on your client machine.

    UpdateConstructionManager3

    Support codes are stored on each client machine. Each machine that requires support features must have the support code entered in order to use them. You will only need to enter the support and  update codes on one machine.

     

    Step 2. Enter your update code

    Now that support features have been activated, please go to File > Maintenance > Update Program > Check for Updates as shown below.

    UpdateConstructionManager4

    If the updater finds a new general release on the ConstructionManager update server you will be presented with a dialogue box stating that an update has been found and asking if you would like to download this update now. Please click yes to begin the update. If no General Release update has been found and you are update because JNC Technical Support has provided you with a unique update code you will be presented with the box as shown below. Please click OK, then enter your unique update reference in the box provided. the update code format will be provided in a "##x-##-##" format.

    UpdateConstructionManager5

    Once accepted, this will open a Data Services Dialogue box as shown below and your download will start. Once the download has been completed the update will be unpacked into your Sage Accounts ACCDATA directory, then Construction Manager will close and the updater will run.

    UpdateConstructionManager6

    Step 3. Running the Database update

    After the updater has been ran and Construction Manager has been updated on your machine please open Construction Manager again. Upon loading into your database you will see the following dialogue box

    UpdateConstructionManager8

    Please click yes and allow Construction Manager to make changes to your database.

     

    Step 4. Update other client machines on your network

    Other machines running Construction Manager on your network should be prompted to update automatically when they log into Construction Manager once the update has been applied to the first machine. If the machine is not able to update automatically please consult the Manual Client Update FAQ page.

     


    Updater Troubleshooting

    Q. The update code box told me there was no update for the unique update reference I provided.
    A. Please check your code reference and try again. the update code's format provided by JNC Technical support will be provided in a "##x-##-##" format.

     

    Q. I get a User Account Control (UAC) box pop up when I try to run the update/run CISUpdater.exe from the Company.###\ACCDATA\cisupdate directory.
    A. You will see this box when your Microsoft Windows user account has insufficient privileges to run programs. In this case please contact your Systems Administrator and have them enter Local or Domain administrator credentials into the username and password boxes, this will allow the updater to run

     

    Q. When the updater is ran as an Administrator the updater says that it cannot find the CIS and Sage Data paths and the update fails to run.
    A. This is because there is no registry data in the Administrators user account for the updater to read. Please have the Administrator user run Construction Manager as the Administrator user and set up Construction Manager for their user profile. Then try running the updater as the Administrator user again.

     

    Q. When I entered the code to update Construction Manager the download bar got to 100%, then Construction Manager closed.
    A. This indicates that Construction Manager did not have sufficient privileges to run the updater on your user account. Please consult the Manual Client Update FAQ page

     

    Q. After updating some of my data tables are not displaying data in the manner I expect them to.
    A. This is because the distribution dates between the version you were on and the version you updated to were so different that Construction Manager isnt able to read your old data correctly. in this case please go to File > Maintenance > Rebuild Data > Update Database (Force Full Update) and construction manager will automatically format your data tables to a system that it is able to read.

  • 6. Maintenance Invoicing defaults
     

    When you wish to auto-fill fields on an invoice you're generating via an mjob, you can use the maintenance invoicing defaults to specify what information from the mjob goes into which fields on the invoice during its creation.

    The Maintenance Invoicing defaults can be found in Settings > Defaults > Maintenance from the ConstructionManager.net and Construction Manager 50 menu.  Select a source field you require to show in the invoice record.

    The Maintenance Invoice Posting Option below allows the postings to Sage Details  to be changed from the description field above to the selected fields below.  This option will also only post a single line entry in Sage rather than a line per item as above.

  • 7. How does Sage Drive Work