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Download and archived job and take offline - Need Procore Extracts like tool

SCM needs a tool like this. Procore offers a free product called "Procore Extracts" and it allows you to fully export jobs into a very clean file folder structure. Basically, you'd have the job folder and then dozens of folders inside drawings, pi...
Sue Parker about 11 hours ago in Projects 0 Needs review

Internal Access to Specific Projects

Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.
Guest 2 months ago in Projects / User Properties / User Security Roles 1 Already exists

Pull contact, PM, address information into intacct

It would be really helpful if we could pull over the following information from SCM into Intacct at the project level when sending a project to intacct from SCM since these areas are normally already filled within SCM: Primary Contact, Ship-To Con...
Victoria McCullough about 1 month ago in Projects 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 8 months ago in Linked Files (Projects) / Sage CM Mobile 4 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 over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

Add folder structures to store files in Leads/Projects

It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...
Dario Tomic over 1 year ago in Projects 3 Future consideration

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.
Amanda Amason 6 months ago in Contact Management / Project Directory / UI User Interface Enhancements 0 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 about 1 year ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 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 about 1 year ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

Add assigned members of the project team on the home screen

Add our assigned team members of the project team on the home screen of the project in both SCM and TeamLink. This will be helpful to have a quick access for who they should reach out to. Superintendent, Architect, Project Manager, Interior Design...
Amery Scott 4 months ago in Project Groups / Projects (Active and Inactive) / Teamlink Portal (General) / UI User Interface Enhancements 2 Future consideration