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Sage Construction Management Ideas Portal

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Accounting Links
- Accounting Link for QuickBooks Desktop
- Accounting Link for QuickBooks Online
- Accounting Link for Sage 100 Contractor
- Accounting Link for Sage 300 CRE
- Accounting Link for Sage 50
- Accounting Link for Sage Intacct
- Accounting Link for Xero
Client Contract Admin
- Allowance Packages
- CO
- CPR
- Job Cost Codes
- Prime Contracts
- Prime Contract Setup Wizards (Includes Project Setup Wizard)
- Prime Invoices
Contact Management
- Companies
- Compliance
- Contacts
Correspondence
- Issues
- Journals
- Response Workflow
- RFI
- Submittals
- Transmittals
Cost Database
- Crews (Cost Database)
- Equipment Items
- Formulas
- Labor Items
- Work Assemblies
- Work Items
Documentation
- Daily Log (Daily Report)
- Meetings
- Photos
- Work Orders
Drawings, Specifications & ITBs
- Drawings
- ITB (Invitation to Bid)
- Specifications
Emailing and Email Templates
- Email Templates (includes custom template)
- Inbound Email
- New Email Features & Email Browsing
Estimating, RFP, Proposals (Pre-Construction)
- Digitizer
- Estimate Cost Codes (WBS)
- Estimating Items
- Locations
- Markups | Adds | Cuts
- Proposals, Reports, Logs, Exports
- RFP for Estimating
HR, Time, and Expenses
- Clock-In / Clock-Out
- Employees (Active or Inactive)
- Labor / Craft Codes
- Labor Timecards
- Misc. Expenses
Leads
- Lead Analytics & Reports
- Lead Directory
- Leads (Active or Intactive)
- Lead Setup Wizard
- Lead Stages
Localization and Field Labels
- Custom Definable Entry Screens
- Custom definable Fields
- Localized Fields - All other areas
- Localized Fields - UK
- Localized Help, KB, Documentation, Error Messages, Content
Other
- Alerts and Calendars
- Currency
- Developer API
- Document Viewer
- eSign (including DocuSign)
- Excel Connector
- Favorites
- Importing Excel Templates
- Inventory Query (Considering for Future)
- Lien Waiver
- Maps Geo Location
- New Product Integration
- Notifications
- Open API
- Retention Retainage Holdback
- Tax
Procurement
- Anticipated Costs
- OCR
- PO CO, POCO, Purchase Order Change Order
- Purchase Orders
- RFP for Procurement
- SCO
- Subcontract Invoices
- Subcontracts
- Vendor Bills
- Vendor Hub
Projects
- Linked Files (Projects)
- Project Classifications
- Project Directory
  - Project Groups
  - Team Open Items
- Projects (Active and Inactive)
Quality Control
- Checklists
- Comply Notices
- Permits
- Punchlist
- Test / Inspections
Reporting / Analytics
- BI Summary Dashboards
- Detail Financial Analytic Reports
- Detail Report Templates
- Log Style Reports
Safety
- Safety Incidents
- Safety Meetings
- Site Hazard Assessments
Sage CM Mobile
- Mobile - Android
- Mobile - Apple
Scheduling
- General To Do
- Project To Do
- Schedules (Gantt Chart)
Settings
- Company Settings
- Feature Settings
- Feature Settings - New Dimensions Considered
- Master Cost Codes (Standard Cost Codes)
- Templates & Reports
- User Properties
- User Security Roles
TeamLink Portal
- Teamlink Portal (General)
- Teamlink User Roles
User Interface
- UI User Interface Enhancements
- UI User Interface Navigation
Workflow
- Contracts and Procurement Workflow
- Time & Expense Workflow

Lead Directory

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