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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 10 days ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 3 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 4 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

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 about 2 months ago in eSign (including DocuSign) 0 Future consideration

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 29 days ago in Job Cost Codes / Prime Invoices / Retention Retainage Holdback 1 Future consideration

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
Aimee Boehm 16 days ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 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 4 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 2 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 2 Future consideration

Add the ability to have multiple Docusign accounts set up by user.

Contractors where each PM has their own Docusign account login
Deborah Lastro 5 months ago in eSign (including DocuSign) 1 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 about 1 month ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration