Client Contract Admin

It would be great if budgets within SCM could be separated similarly to SOV lines — with individual items tied to cost codes — and then rolled up to the division or cost code level once synced to Intacct.

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...

When we create CPR's and CO's that use our Standard Cost code list; if we have created Owner Codes to show the SOV in a certain way, when we create a Prime Invoice grouping or summing by Owner Code, the CO's roll into the line items instead of rem...

It would be great if Sage Construction Management can allow a Prime Invoice to be shown/entered as PAID without the need for linking to an accounting program. Matter of fact, it would be great to be able to enter any invoice or bill as PAID withou...

When importing of estimates to leads or projects, it will allow importing of any cost code, erroneous or accurate. It would be helpful, with accounting link integrations, if that functionality could be turned off so the cost code must exist in the...

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...

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...

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"...

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...

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...