Projects and Construction: AIA Report with Time and Material Lines

The American Institute of Architects (AIA) report is a standardized report form that is used for billing purposes in the construction industry. In previous versions of MYOB Acumatica Construction Edition, users could include only progress billing lines of pro forma invoices in the prepared AIA reports.

In MYOB Acumatica Construction Edition 2025.1, the AIA report functionality has been enhanced. Now users can include time and material lines of pro forma invoices in the AIA reports in addition to progress billing lines. The following sections describe the process of including time and material lines in AIA reports and list the UI changes that have been introduced with this functionality.

AIA Reports with Time and Material Amounts

To include time and material lines in an AIA report and prepare the report, a user performs the following general steps:

  1. The user runs project billing for a project on the Projects (PM301000) form or Run Project Billing (PM503000) form to prepare a pro forma invoice.
  2. The user opens the prepared pro forma invoice on the Pro Forma Invoices (PM307000) form. On the Time and Material tab, cleared check boxes in the Include in Progress Billing column (shown below) for the time and material lines indicate that the lines have not been added to the progress billing yet. The Revenue Task column on the Time and Material tab indicates the progress billing line to which the time and material line corresponds. The system automatically inserts a revenue task in each time and material line that has been created automatically during project billing or added manually by a user.
    Figure 1. Pro forma invoice with time and material lines


    Important: If the project task in a time and material line has the Cost Task type and the corresponding cost budget line has no revenue task specified on the Cost Budget tab of the Projects (PM301000) form, the Revenue Task column remains empty by default. A user should specify the corresponding revenue task in this line manually.
  3. On the Progress Billing tab, the user loads progress billing lines by clicking Load Lines (if the lines were not added automatically during the billing procedure).
  4. The user transfers the time and material amounts to the respective progress billing lines by doing either of the following on the Time and Material tab:
    • Selecting the Include in Progress Billing check box for the particular lines to be included in progress billing and, thus, in the AIA report
    • Clicking the Include in Progress Billing button on the table toolbar to include all lines in progress billing and in the AIA report

    In each line, the Progress Billing Line Nbr. column indicates the line on the Progress Billing tab this time and material line corresponds to (see the following screenshot). The Amount Included in Progress Billing column shows the amount that was included in progress billing.

    Figure 2. Time and material lines to be included in the AIA report


    On the Progress Billing tab, the Time and Material Amount column indicates the total amount of the time and material line that corresponds to a progress billing line, as shown in the following screenshot.

    Figure 3. Amounts transferred from time and material lines to progress billing lines


  5. Finally, the user clicks Print AIA Report on the form toolbar to prepare the AIA report for the pro forma invoice. The resulting report includes the amounts of the time and material lines, as the following screenshot shows.
    Figure 4. Time and material amounts included in the AIA report


Tip: To remove previously added time and material lines from the AIA report, the user either clears the Include in Progress Billing check box for particular lines or clicks the Remove from Progress Billing button on the table toolbar of the Time and Material tab of the Pro Forma Invoices (PM307000) form to remove all lines.

New Tab on the Side Panel of the Pro Forma Invoices Form

On the side panel of the Pro Forma Invoices (PM307000) form, the Time and Material Lines in Progress Billing tab has been added. On this tab, a user can view the time and material lines that are related to the currently selected progress billing line, as shown in the following screenshot.

Figure 5. The new tab of the side panel


Other Enhancements

The following changes have also been made to support the described functionality:

  • On the More menu of the Pro Forma Invoices (PM307000) form, the Update Empty Revenue Tasks command has been added. When a user clicks this command, the system automatically inserts revenue tasks in all time and material lines of the current pro forma invoice that have no revenue task specified.
  • If a time and material line is linked to a revenue budget line and the Use T&M Revenue Budget Limits check box is selected for a project on the Summary tab of the Projects (PM301000) form, the system calculates the maximum amount that is currently available for billing the customer based on the billing limit amount of the corresponding revenue budget line that is related to the selected revenue task. For the time and material lines with no revenue task specified, the system calculates the maximum billable amount based on the project task in these lines.
  • On the Projects form, the system now automatically populates the Revenue Task column in the newly added cost budget lines.
  • The following UI elements, which previously were available only if the Construction feature was enabled on the Enable/Disable Features (CS100000) form, now appear unconditionally: