Sage Construction Management Ideas Portal
ADD A NEW IDEA

My ideas: Client Contract Admin

Showing 129 of 863

Reclass commitments & cost without unapproving everything linked

If someone books a commitment (subcontract or PO) to a cost code and then the cost is applied, this expense (and commitment) cannot be moved to a different cost code without unapproving all the linked steps. In some cases this can be many invoices...
Guest 6 days ago in Job Cost Codes / Purchase Orders / Subcontract Invoices / Subcontracts / Vendor Bills 1 Future consideration

Sync down the SCM SOV by line item to SIC

Posting the SCM, SOV down to Sage Intacct's project contract lines using the line items, and not grouping by cost/ owner/ division/ major codes, would benefit the client in the following ways. Client will be able to apply CO to the SOV task with...
Patrick Sheppard about 2 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 1 Future consideration

'Prime Contract Invoice Wizard' - view by Owner Code

It would be great to have the feature within the 'prime contract invoice wizard' to be able to fill out the 'Current Work' or 'Current Stored' or 'Complete' percentage by Owner Code, Currently on the "add prime contract original items and COs" you...
Joe Corcoran 3 months ago in Prime Invoices 0 Future consideration

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 1 year ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 2 Future consideration

Prime Invoices & Sub Invoices - Ability to Assign Retainage % to specific job cost codes

Currently, when creating a prime invoice, it assumes a specific retainage for each line item. We have items, like General Conditions, Contractor fee, Arizona TPT tax, where retainage is NOT held. This prevents us from using the Prime invoice featu...
Trina Lapena over 1 year ago in Prime Invoices / Subcontract Invoices 6 Planned

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith 8 months ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices 0 Future consideration

Create Prime Invoice by Owner Code

It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Guest 6 months ago in Prime Invoices 4 Already exists

Convert estimate to project (rather than whole lead)

Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
Matthew Carlisle 3 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads (Active or Intactive) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Make budget modification button

Instead of creating a change order to move money around within a budget. Can you create a budget modification much like procore to move the money easier within cost codes.
Guest 11 months ago in CO / Prime Contracts 0 Future consideration

Master Code List Available for Every Project

Make the Master Cost Codes already available for every project so that they don't have to be imported everytime a new project/prime invoice is created.
Kristeen Killough about 1 month ago in Job Cost Codes 0 Future consideration