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Be able to transfer or journal a single amount from one contract to another, within a project.

Example: all the costs for fencing went into one contract to work out the cost per linear metre, then we wanted to allocate costs across several contracts according to the lengths of fencing on each. Example: we are billing multiple clients for on...
Guest 2 days ago in Prime Contracts 0 Future consideration

work order items change resource type to LMESO option

When inputting work order items, they automatically show as M - Materials for resource type even though they could be Labor, Materials, Equipment, Sub, Other to have the ability to change to one of those options and to reflect when viewing the wor...
Guest 4 days ago in Work Orders 3 Future consideration

Multientity Email Templates

Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm
Guest 5 days ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration

Change Orders for Vendor Invoices

The ability to issue change orders on purchase orders. Example: 3 month rental - need one more month, as opposed to creating a new PO - simply extend one month on the current with a CO. Same with material add-ons to orders. Etc.
Guest 2 months ago in Purchase Orders 1 Future consideration

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest about 2 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Increase size limit for document viewer

Currently you can only view documents that are under 20 MB in size. This needs to be increased.
Jack Speshock 15 days ago in Document Viewer / Drawings / Linked Files (Projects) 1 Planned

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles about 2 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Ability to have a consultant login for client sites

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...
Adrianna Johnson 3 months ago in User Properties / User Security Roles 0 Future consideration

Currently working on

Add column that shows whose responsibility the submittal is at this time -- also - show Status (Approved, Pending, Revise and Resubmit, Reject)
Guest 15 days ago in Submittals 1 Already exists

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest 2 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration