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Prime Retainage Options

There needs to be an option to select the amount of retainage for each line on the prime rather then the all or nothing option selected before hand. Each prime line is different and one may have retainage while another line may not.
Guest 8 days ago in Job Cost Codes / Prime Invoices / Retention Retainage Holdback 0 Future consideration

Need E-sign contact roles or titles, so we send to the correct person from e-sign screen

We need e-sign contact roles or titles to show in the drop down when selecting a signer, so we can send the document to the correct person from e-sign screen.
Guest 27 days ago in eSign (including DocuSign) 0 Future consideration

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest 3 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest 4 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Ability to Hold Retainage % on Purchase Orders (POs)

Please see also SAGECM-I-445. The request from John Masterson included a request to add the ability or option to hold retention on Procurement Purchase Orders similar to the way it is held on Procurement Subcontracts. This request separates the or...
David Holler 3 months ago in Procurement / Retention Retainage Holdback 1 Future consideration

Import project records

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

Add Project Start Date and/or Milestone Tasks to Alerts

It would be very helpful to add project start/end dates and/or milestone tasks to the alerts calendar.
Guest 16 days ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Photo size/orientation

I am unaware of the correct software/computer lingo involved to fix our problem but i do know some other construction software's have mastered the photo upload download capability. Currently you can only upload a certain amount of photos at a time...
Mike Just 19 days ago in Document Viewer / Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr about 1 month ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration

Submittal Importing from excel

Being more clear on what is needed for the import to work properly. Had to go back and forth a dozen times before i figured out what is all needed to be filled out as a baseline. I still can't get it to work because it's not recognizing some fields.
Guest 13 days ago in Importing Excel Templates / Submittals 0 Future consideration