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Issuing release notes earlier for transparency

It would be nice to have the release notes issued at least a week or so earlier for VAR's and clients. This will create more transparency and ease for the VARs and their clients.

Patrick Sheppard 3 months ago in Other 3 Already exists

41 VOTE

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 11 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

35 VOTE

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 11 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

37 VOTE

Link Cost Database to Sage Intacct Inventory Items

Link Cost Database to Sage Intacct Inventory Items so that items and Pricing updates maintained in Sage Intacct can be updated in SCM for estimating purposes.

Deborah Lastro about 1 year ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 Future consideration

8 VOTE

To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...

Chad Shaules 4 months ago in Alerts and Calendars / General To Do / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration

6 VOTE

Have taxes be addable and specifiable in estimate proposal

I would like to be able to, as a part of building a estimate proposal, be able to add taxes - similar to how they would be shown in a prime contract. Ideally, I think having them be like a global markup or being able to independently add the tax t...

Sean Coffman 4 months ago in Estimating, RFP, Proposals (Pre-Construction) / Tax 1 Future consideration

13 VOTE

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 9 months ago in eSign (including DocuSign) 0 Future consideration

11 VOTE

Pull quantities in from Excel/HCSS

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.

Jenny Pewtherer 7 months ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 4 Future consideration

16 VOTE

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 11 months ago in Procurement / Retention Retainage Holdback 1 Future consideration

2 VOTE

Automatic notification when contract status changes

It would be helpful for the project manager of a project to get a notification when a prime contract goes from pending to active. This would trigger the PM to know that he project is now in their hands and can start working on it.

Greg Brune about 2 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Notifications 1 Future consideration

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