Forge ERP is in beta. Features are still maturing, so keep your own backups and reconciliation controls.
Terms
Forge ERP running four construction finance workflows
Harbor Point · Estimating
Build the schedule of values for the Harbor Point award
- Checked the estimate is won and its project already exists
- Spread the awarded contract across costed sections by direct cost
- Prepared one schedule of values, lines summing exactly to the contract
Original contract sum · lines sum exactly, $2,450,000
Generated by J. Ramos, CFO · logged
Harbor Point · Project handoff
Turn the won Harbor Point estimate into a job
- Checked the estimate is won and has no project yet
- Mapped the cost budget onto line-tagged cost codes
- Prepared the job budget with markup excluded
Original cost budget · markup excluded, $2,118,400
Created by J. Ramos, CFO · logged
All jobs · Vendor payment controls
Which subcontractor pay applications are blocked from payment?
- Read subcontractor pay applications and their converted invoices
- Checked payment eligibility recorded against each one
- Listed 3 applications with their blocking reasons
Not payment-eligible · 3 applications, $148,600
Read-only. Forge reported these. It cannot certify an application or release payment.
All jobs · General ledger
Prepare the September accrual from the lines I reviewed
- Read the September accrual lines supplied for the entry
- Checked the entry balances, debits equal credits
- Prepared the adjusting journal draft for review
September accrual · debits equal credits, $96,400
Saved by J. Ramos, CFO · logged · approval and posting stay separate
Illustrative animation using synthetic examples, not customer results. Each run depicts an assistant command Forge ships today; what is actually available to you depends on your configured modules, permissions and each command’s own prerequisites.