Skip to Main Content
Sage Construction Management Ideas Portal
Log in / Sign up
Please enter your email address
ADD A NEW IDEA
FILTER BY CATEGORY
Accounting Links
51
Accounting Link for QuickBooks Desktop
4
Accounting Link for QuickBooks Online
2
Accounting Link for Sage 100 Contractor
2
Accounting Link for Sage 300 CRE
1
Accounting Link for Sage 50
3
Accounting Link for Sage Intacct
37
Accounting Link for Xero
1
Client Contract Admin
127
Allowance Packages
1
CO
22
CPR
12
Job Cost Codes
10
Prime Contract Setup Wizards (Includes Project Setup Wizard)
6
Prime Contracts
52
Cost Plus With GMP
5
Cost Plus Without GMP
6
FLS
0
Unit Price with Billed Quantity
0
Prime Invoices
24
Contact Management
52
Companies
21
Compliance
10
Contacts
19
Correspondence
48
Issues
3
Journals
6
Response Workflow
0
RFI
14
Submittals
22
Transmittals
2
Cost Database
16
Crews (Cost Database)
1
Equipment Items
5
Formulas
0
Labor Items
0
Work Assemblies
4
Work Items
4
Documentation
54
Daily Log (Daily Report)
12
Meetings
5
Photos
17
Work Orders
10
Drawings, Specifications & ITBs
37
Drawings
15
ITB (Invitation to Bid)
12
Specifications
1
Emailing and Email Templates
26
Email Templates (includes custom template)
6
Inbound Email
2
New Email Features & Email Browsing
15
Estimating, RFP, Proposals (Pre-Construction)
38
Digitizer
3
Estimate Cost Codes (WBS)
5
Estimating Items
13
Locations
4
Markups | Adds | Cuts
1
Proposals, Reports, Logs, Exports
3
RFP for Estimating
4
HR, Time, and Expenses
44
Clock-In / Clock-Out
7
Employees (Active or Inactive)
1
Labor / Craft Codes
2
Labor Timecards
19
Misc. Expenses
3
Leads
30
Lead Analytics & Reports
1
Lead Directory
4
Lead Setup Wizard
1
Lead Stages
2
Leads (Active or Intactive)
21
Other
95
Alerts and Calendars
23
Currency
0
Custom definable Fields
6
Custom Definable Forms or Entry Screens
1
Document Viewer
6
eSign (including DocuSign)
9
Excel Connector
0
Favorites
2
Importing Excel Templates
5
Lien Waiver
4
Maps Geo Location
1
New Product Integration
7
Notifications
11
Retention Retainage Holdback
5
Tax
4
Procurement
119
Anticipated Costs
1
OCR
4
Purchase Orders
23
RFP for Procurement
2
SCO
6
Subcontract Invoices
29
Subcontracts
25
Vendor Bills
20
Projects
68
Linked Files (Projects)
20
Project Classifications
2
Project Directory
14
Project Groups
1
Team Open Items
0
Projects (Active and Inactive)
25
Quality Control
14
Checklists
6
Comply Notices
1
Permits
2
Punchlist
4
Test / Inspections
0
Reporting / Analytics
52
BI Summary Dashboards
10
Detail Financial Analytic Reports
12
Detail Report Templates
12
Log Style Reports
12
Safety
6
Safety Incidents
1
Safety Meetings
5
Site Hazard Assessments
0
Sage CM Mobile
47
Mobile - Android
20
Mobile - Apple
20
Scheduling
21
General To Do
0
Project To Do
9
Schedules (Gantt Chart)
12
Settings
63
Company Settings
3
Feature Settings
23
Master Cost Codes (Standard Cost Codes)
0
Templates & Reports
3
User Properties
14
User Security Roles
18
TeamLink Portal
34
Teamlink Portal (General)
18
Teamlink User Roles
6
User Interface
82
UI User Interface Enhancements
66
UI User Interface Navigation
16
Workflow
30
Contracts and Procurement Workflow
23
Time & Expense Workflow
3
Lead Analytics & Reports
Sort by:
Trending
Recent
Trending
Popular
Filter by:
Status
FILTER BY STATUS
Needs review
Future consideration
Planned
Already exists
Unlikely to Implement
Shipped (hidden by default)
Showing 1 of 573
4
VOTE
Ability to create custom lead analytic reports
Need the ability to create Custom Lead Analytic Reports like the feature provided to customize Financial BI Summary Dashboards.
Jack Speshock 9 months ago
in
Estimating, RFP, Proposals (Pre-Construction)
/
Lead Analytics & Reports
/
Leads (Active or Intactive)
0
Future consideration