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Workflow

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Ability to have feature and project based workflows

It would be helpful to use both feature and project-based workflows at the same time. For example, I have one project our of 125 that I would like to use a certain workflow for, but the rest would use the feature workflows I have set up. It would ...
Guest 5 days ago in Contracts and Procurement Workflow 0 Needs review

Workflow templates for submittals

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...
Matthew Carlisle 3 months ago in Submittals / Workflow 0 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 11 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

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"...
Carl Lyles 11 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Ability to add note/reason for abandonment

No description provided
Lucille Dunn about 2 months ago in Contracts and Procurement Workflow 1 Future consideration

Initiate Workflow for large amounts of items

It would be nice for the team to be able to initiate the workflow for multiple objects if they are loading a large amount of those transactions at any given moment. For example, we have a client that uploads hundreds of bills per month and has to ...
Patrick Sheppard 3 months ago in UI User Interface Enhancements / Workflow 0 Future consideration

"Version History" for items within Workflow

Whenever a workflow item is abandoned, we have to rely heavily upon the comments left during approval or rejection to know what changes were made since the last iteration. I propose that every time a workflow item is initiated, Sage CM will captur...
Will Benhardt about 1 month ago in Workflow 0 Needs review

Reassign Approver on Workflow

We need the ability to reassign a workflow approver in the middle of a workflow. There are times people are out on vacation or sick and it is holding up our approvals.
Guest 10 months ago in Contracts and Procurement Workflow 4 Future consideration

Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
Carl Lyles 10 months ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

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 1 month ago in Contracts and Procurement Workflow 0 Needs review