Client Contract Admin

We would like the initiated by field (or a new field if needed) to be used as a Change Request Type that would then sync over to Sage Intacct to be able to report on in both systems.

Create the ability for CO/CPR Percentage Mark Up to auto recalculate if Cost/Sell Pricing is updated after import.

Could you please consider an enhancement that allows you to either copy an existing CPR or generate a new CPR from an existing one? This would be extremely helpful when a revised CPR is needed, but we don’t want to replace the first version, for h...

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...

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...

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"...

It would be nice to have your prime contract column summed from the line items in your cost budget. Being able to complete this one window would be nice to have as an option.

Add a purchase order number field to the prime invoice. We have many clients requesting their purchase order number on the invoice

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...

Create a way to track production units to correlate to Unit Price contracts (hours/materials consumed) so that Unit Price Contracts hold legitimate value to clients