Do more in Sage 100 CON with Document Control

by Pam Schulz, Sage Certified Consultant

Document Control is available as an add-on module for Sage 100 Contractor, and is a very powerful and efficient tool.

Get more work done, in less time

Managing the paperwork required for your jobs is overwhelming. You are probably already familiar with the “basic” Project management modules within Sage 100 Contractor (Budgets, Change Orders, Purchase Orders, Subcontracts and Job Reports), but you may not realize that you can accomplish even more with the Document Control module.

The available features in the module include:

    1. Requests for Proposal
    2. Requests for Information
    3. Transmittals
    4. Submittals
    5. Plan Records
    6. Daily Field Reports
    7. Punch Lists
    8. Correspondence
    9. Project Hot List

Requests for Proposal

This module allows you to request and track quotes from vendors on various line items for a project. You can either complete the screen manually, or export from a Takeoff (menu option 9-5.) By using the programs “copy-paste record” feature you can easily copy the RFP to send to multiple vendors. There are fields to track the status of your request, and when a vendor’s prices are received, as well as their expiration date. Finally, once you decide on a vendor, you can export to a Purchase Order with a single button click.

Requests for Information

Tracking RFIs is so important, but many companies have an arbitrary system of tracking them, as each Project Manager may have their own “micro” filing system. Centralizing these requests into the Document Control module will make the job easier and more complete by providing a consistent way to enter and track the information. This is an excellent place to use “scheduled reports” to get notifications when RFIs are not answered by the required dates. Also, you will see the HOT LIST mentioned below- another way to make sure that unanswered RFIs do not slip through the cracks.


When was that billing sent? Did we send three copies or four? How was it sent? All of these questions can be answered by using the Transmittals function. Do you need a form for your courier to have signed when a package is delivered? Design it in FORM DESIGN to use as the printout for your Transmittal.


Tracking your Submittals such as Samples and Shop Drawings is easy when you have the ability to assign a status and Required Action to each item in the Submittals screen. Again, the Scheduled Reports feature and the Hot List Module will help ensure deadlines are not missed.

Plan Records

Make sure you have the correct and current Plan Versions. Track who you have distributed sets to, and if any Deposits have been collected with the Plan Distribution button.

Daily Field Reports

This module does so much – of course, the Daily Report itself is an important document in recording the events on each day’s jobsite. Beyond that, information entered into the Daily Field Report can populate Payroll, Equipment Costing, and update Unitary Billings. There are spaces for incidents (such as injuries) and to record Meetings (such as Safety Meetings.) It is so important to document your jobs daily — it is even better to get automatic entry of information into other modules.

Punch Lists

Tracking the Punch List items can’t be easier than this! Having the integration into your Vendor and Employee lists allow you to easily assign items. Using the Scheduled Reports feature and the Hot List module to help you automatically update assigned resources of their tasks, and to keep you updated on what needs to be done.


Some users record phone calls, track emails and even write letters in this module. The screen is more or less “free form” so a simple letter could be typed. User Defined Correspondence types are available so you can easily categorize the entries.

Project Hot List

This is the “Capstone” — where it can all come together. All of the Features mentioned above, (and a host of other job-related screens), have a “Hot List” box option. When this box is checked the item will appear on the “Hot List.” The Hot List can be viewed by Job, by Project Manager, or by “Type” of entry (Change Order, Punch List, etc.).

This means that if you wanted to see “all outstanding RFI’s for all jobs,” you could. If an employee is out unexpectedly, you can pull up a Hot List of all of his items, on ALL of his jobs. If you wanted to see all of this employee’s Open Change Orders for all Jobs, you can easily do so, as well. You can view all of your hot-listed items based on criteria you choose.

All of these screens are very easy to learn and use. Most are really replacing “other” tracking methods you use — most likely Excel. The BIG difference between Sage 100 CON and spreadsheets include:

    • Document Control is integrated into your other company data — Jobs, Vendors, Employees.
    • Using Document Control will provide a CONSISTENT method of tracking — replacing the “islands” of data that exist when everyone has their own system.
    • Using Sage 100 Contractor built-in system features such as Scheduled Reports and the Hot List makes it easy for you to get the reports quickly, and even automatically.

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