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Workflow Stock Report

Can a workflow stock report be created? I created a custom report pulling in the two workflow data views but the WorkflowTransactionIfApprovers table only brings in the participants that have already approved, can the participants who are yet to a...
Michelle Moffatt about 10 hours ago in Log Style Reports 0 Needs review

Issue a credit against a Subcontract/ PO line item

Issue: Client is being issued a credit from a subcontractor after line has been billed 100% Intacct will not allow you to input a negative value against a positive line item (for the credit) Since SCM combines all cost codes during the sync, we ca...
Patrick Sheppard 4 days ago in Accounting Link for Sage Intacct 0 Needs review

Downloading/viewing linked files from the app

In the app, you can see linked files (attachments) exist, but you cannot open them. Being able to review submittal/RFI comments on the app would be beneficial in the field.
Graham J 11 days ago in Linked Files (Projects) / Sage CM Mobile 2 Needs review

Meetings - Agenda Formatting - First Line of New Business is Automatically in Bold

The first line of a new business item is bolded. This causes unnecessary attention and confusion to the reader. Would you please consider editing this default format, so it doesn't automatically bold the first line of new business items? Thanks!
Micah Will 1 day ago in Meetings 0 Needs review

Meetings - Agendas - Old Business - Distinguish Old Business from New Business on Agendas

Hello! Please consider adding text to the agenda for Old Business. Unless you are the creator of the agenda, it is really difficult for one to see what old business is and what is new business. Thanks!
Micah Will 1 day ago in Meetings 0 Needs review

Bill Type Equivalent for Sub Invoices

We use Bill Types to identify whether or not a bill has already been paid or if it still needs to be paid. This helps prevent duplicate payments when syncing the bills to our AP processing system. It would be helpful to have a Bill Type field in S...
Guest 2 days ago in Subcontract Invoices 0 Needs review

Add a filter for Billable Status to the "import committed cost transactions" in Change Orders

Have found a problem with Cos that are non-billable: Cost-plus With GMP project: in a CO, ‘Import Committed Cost Transactions’ doesn’t respect the billable status of the incoming items. Non-billable items are imported into the CO resulting in an i...
Guest 2 days ago in CO 0 Needs review

TeamLink Info For New Contact

When adding a new contact in the directory, the external user box is already selected under TeamLink Information, but the username auto populates to my first name and you cannot change it in the window. You have to save and go back in and edit it ...
Genevieve E 4 days ago in Contacts 0 Needs review

Allow for Photo Rotation Tool and Increase Size of Space to Upload Photos/Videos

If you take a picture with the camera held horizontally, and then upload the photo, the thumbnail of the photo will automatically rotate the image 90 degrees. Please fix this. It would also be great to have more size to upload pictures and videos....
Micah Will 8 days ago in Photos 1 Already exists

Make project groups able to to be copied from a different project

No description provided
Guest 3 days ago in Correspondence 0 Needs review