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End-to-end

construction financial management

RedTeam Flex and Sage 300 CRE: construction financial management integration for commercial general contractors

Improve your construction project workflows with the RedTeam Flex and Sage 300 CRE integration for end-to-end construction financial management

Connect RedTeam Flex and Sage 300 CRE to provide your construction teams with the latest financial information for project management, streamline contracting and disbursement authorization workflows and reduce duplicate work. With the integration between RedTeam Flex and Sage 300 CRE project and accounting teams manage their workflows from preconstruction through project closeout.

Reduce risk, control cost and increase predictability with construction management solution, RedTeam Flex

RedTeam Flex is a highly customizable construction management solution trusted by many construction professionals. Designed to help mid- to enterprise-level general contractors manage their construction projects from start to finish:

Construction financial management with RedTeam Flex

Financial management

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Employee time recording

RedTeam Flex offers each employee the ability to capture their time as overhead or for a specific project scope, regardless of whether they are working on a web or mobile device.

AIA-Style progress and cost-plus billing

You can produce detailed AIA-style billing as progress billing or cost-plus billing. Send documents to clients for approval and track payments received.

Paperless invoice validation and approvals

Go 100% paperless and validate vendor invoices against the commitment schedule of values and credentials like Certificates of Insurance as part of your internal invoice approval process digitally in RedTeam Flex.

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Bid management

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Request bids

Solicit quotes from vendors and set qualifications based on insurance requirements, locations, levels of experience and more, using RedTeam Flex’s Estimating functionality. Use bid-leveling to compare vendor quotes side-by-side to easily select the best bid.

Build your estimates

Select cost codes and assemblies to build out your cost estimate. Add supplemental markups for pass-through costs such as insurance or bond premiums and pricing markups for overhead and fees.

Interactions for business development

Within RedTeam Flex, you can track your interactions for potential upcoming projects. Once you’re ready, convert opportunities to prepare a bid. Record all related events and access your team’s experience with the account to build a stronger customer relationship over time.

Manage unlimited opportunities

Compare your competitive score with peer contractors. Use the opportunity management reporting tool in RedTeam Flex to be more aggressive with any upcoming opportunities.

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Workflow management

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Collaborative submittal process

Request submittals; create and send submittal packages for review; manage revisions and notify vendors of review status. The history of each step is saved.

Easily manage and track change orders

Access key change logs with one click. Manage vendor quotes, create a cost estimate and issue or negotiate a change proposal in minutes. Change orders can be quickly created, sent and authorized. All change history is stored.

Gantt scheduling tool

You can import files with Microsoft Project as well as create a Gantt schedule manually in RedTeam Flex. As you update and publish your Gantt schedule, the information is instantly available on your mobile devices and in the Planroom.

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Reporting

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“Live” WIP reports

All financial information from your projects is readily available to you and your team in real time. Each project has its own detailed budget, controls and reporting. RedTeam Flex generates a live work-in-progress (WIP) report giving you complete visibility into your organization’s financial health.

Construction reporting

Detailed reporting and filtering options give RedTeam Flex users extensive data at their fingertips—from pulling financial reports to accessing RFI logs and owner reports with one click.

Progress reporting

RedTeam Flex helps you connect Gantt milestones and progress reporting updates to determine percentage complete for each schedule of values line item, allowing you to determine billing percentages.

Tracking of all metadata

RedTeam Flex tracks when a report is sent, opened, clicked, printed or responded to. Collaborators have visibility into document history via the collaborative console and your internal team has access to the metadata log for added transparency.

Analytics

Whether you track the number of vendors bidding on your project or determine where submittals are in the process, RedTeam Flex’s analytics will keep you updated in real time. View critical commitments, change orders, RFIs and more on your dashboard for key project analytics in one location.

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How RedTeam Flex and Sage 300 CRE work together

RedTeam works with hh2 Cloud Services to connect to Sage 300 CRE to provide your construction business with a unified, collaborative platform for both operations and accounting teams. Once RedTeam Flex and Sage 300 CRE are connected, mapping your chart of accounts is handled automatically. RedTeam Flex will map Control Accounts to the Sage 300 CRE Chart Cost Types and Standard Cost Categories.

The different transaction types explained

Setup

Enter a Sage Job ID into RedTeam Flex to link new RedTeam Flex Projects to Sage 300 CRE. Once linked, RedTeam Flex will insert all new customers, vendors, project cost codes and project cost categories into Sage 300 CRE as required. Project phases in RedTeam Flex, will be created as Extras in Sage 100 Contractor.

Vendor commitments

All vendor commitments and change orders, including item details, are sent to Sage 300 CRE as they are executed in RedTeam Flex.<

A / P transactions

Vendor invoices (including invoices submitted via TeamPlayer for RedTeam Flex) approved for disbursement in RedTeam Flex will be posted into Sage 300 CRE. Vendor payments issued from Sage 300 CRE will be displayed in RedTeam Flex, so your project teams will know exactly what’s been paid.

Job costs

All job costs will be synchronized with Sage 300 CRE, so your teams have real-time access to current financial information for all of their projects within RedTeam Flex.

Configuration and Maintenance Transactions

Working Transactions

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