Procore and Sage 300CRE Usage Assessment Quiz

Procore and Sage 300CRE Usage Assessment Quiz

Evaluate your current usage of Procore and Sage 300CRE to improve your construction project management and financial processes.

1. How do you currently track project costs in Procore?

• A) I use Procore’s built-in budget tracking tools, and all project costs are updated in real-time.

• B) I manually update project costs in Procore at regular intervals.

• C) I do not use Procore to track project costs.

2. How often do you integrate financial data from Sage 300CRE into Procore?

• A) Daily – Financial data is automatically integrated between both platforms.

• B) Weekly – I manually sync financial data from Sage to Procore.

• C) Rarely or never – Financial data is not integrated between the two systems.

3. How do you manage change orders in Procore?

• A) Change orders are managed and tracked in Procore from submission to approval, and the costs are updated automatically.

• B) Change orders are managed in Procore, but I manually update cost adjustments.

• C) Change orders are not tracked in Procore.

4. How do you use Sage 300CRE to handle accounts payable and receivable?

• A) Sage 300CRE automatically tracks all accounts payable and receivable, with real-time updates.

• B) I manually update accounts payable and receivable in Sage 300CRE.

• C) I do not use Sage 300CRE for accounts payable and receivable management.

5. How do you track project progress and timelines?

• A) I use Procore to manage all project schedules, milestones, and task assignments.

• B) I use Procore for some aspects of project scheduling but rely on other tools for timelines.

• C) I do not use Procore for tracking project timelines.

6. How does your team collaborate on project documents using Procore?

• A) All project documents, including RFIs, submittals, and change orders, are stored and managed in Procore.

• B) Some documents are stored in Procore, but others are managed through email or file-sharing platforms.

• C) We do not use Procore for document collaboration.

7. How do you generate financial reports (e.g., profit and loss, budget vs. actual)?

• A) I use Sage 300CRE to generate real-time financial reports, and all project data is synced with Procore.

• B) I generate financial reports in Sage 300CRE but manually extract and reconcile data from Procore.

• C) I do not use Sage 300CRE or Procore to generate financial reports.

8. How do you manage project forecasts and cash flow in Procore and Sage?

• A) I regularly update project forecasts in both Procore and Sage, and I track cash flow through integrated reporting.

• B) I update forecasts in either Procore or Sage but do not integrate the two systems for cash flow tracking.

• C) I do not actively manage project forecasts or cash flow in either system.

9. How do you ensure compliance and regulatory reporting using Procore and Sage?

• A) Procore and Sage 300CRE both help me maintain compliance and generate regulatory reports automatically.

• B) I manually ensure compliance by cross-referencing data between Procore and Sage.

• C) Compliance and regulatory reporting are not managed using Procore or Sage.

10. How well does your team use Procore and Sage together for project accounting?

• A) Very well – Both systems are fully integrated, and my team uses them seamlessly for project accounting.

• B) Moderately well – We use both systems but encounter occasional issues with integration or data sync.

• C) Poorly – We struggle with using both systems together, and there are gaps in our project accounting workflow.

Scoring & Interpretation:

Count how many times you selected each letter (A, B, or C):

• Mostly A’s:
  Your company is effectively utilizing both Procore and Sage 300CRE to manage project costs, finances, and operations. Your team is well-integrated with the tools and maintains strong workflows.

• Mostly B’s:
  Your company is using Procore and Sage 300CRE with some integration, but there are areas where improvements could be made in syncing data or fully utilizing their features. Consider investing in better integration between the systems.

• Mostly C’s:
  Your company is not fully utilizing the capabilities of Procore and Sage 300CRE. There may be gaps in data integration, financial reporting, or project management. It’s time to streamline your processes for better efficiency.

If you scored mostly B’s or C’s, Mosaic Performance Architects can help you integrate and optimize Procore and Sage 300CRE, streamline workflows, and enhance financial reporting.

Contact us to learn more about our services.