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Does the Construction module work with the branches feature?

Yes, the Construction module works fully integrated with the branches feature when it’s enabled on your account. Once the branches app is enabled:

  • The bids, projects, cost sheets, and other related entities list appear displayed or filtered by the current branch only — so the user only sees their own branch’s records.
  • When selecting a work item or a material/service within the bill of quantities or cost sheet, only the items defined under the same branch appear (unless they’re shared across branches).
  • When converting a bid into a project or cloning a record (such as a bid or project), the new record is created under the current logged-in branch.
  • The cost center tree automatically generated upon activating a contract also follows the branch logic, with cost centers created within the context of the branch linked to the project.

Note: if the branches app isn’t enabled on the account, the Construction module works normally without any additional branch-related restrictions.