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Enhanced Security Settings

Our project Coordinators are the "role" that needs to add team/employee access to specific projects, however, they would have to have ADMIN permissions to do this. Permission settings needs to be much more granular.
Guest 11 days ago in Project Directory / User Security Roles 0 Future consideration

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 about 1 month ago in Linked Files (Projects) / Sage CM Mobile 3 Needs review

Display company code when creating a new Project

We have clients that have the same company as both Vendors and Customers, so two companies would technically be setup. It would be nice of the Company Code was displayed when creating new Projects to ensure the correct Customer is selected since a...
Kristina Szczerbinski 2 months ago in Contact Management / Prime Contracts / Projects 1 Future consideration

Update Project Ship To address from Job Address in SCM

Currently, the Job Address does not sync over into Intacct. If there was a way to have the Ship To address updated on the Project record in Intacct, that solves a lot of manually work arounds.
Jo Steiner 6 months ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
Dario Tomic about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 1 Future consideration

Information Shown on PDF of Project Directory

Can email addresses be added to the pdf/"report" of the project directory?
Genevieve E 2 months ago in Log Style Reports / Project Directory 0 Future consideration

Job Set Up-Internal Stakeholders Customizable Roles

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...
Molly Toledo 7 months ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

PROPOSED STOCK LOG REPORT: Be able to print an entire project directory with: Company Name, Contact Name, Phone Number, Type (cell, office, etc.) and email address of every contact on the project without having to look them up individually.

Why is it useful? Can you imagine printing every individual sub out, one at a time, on individual pages? No, we need a simple complete list. It should also be able to include permit numbers and inspection request phone numbers.
Guest 27 days ago in Log Style Reports / Project Directory 1 Future consideration

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 1 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 5 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 2 Future consideration