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Contracts and Procurement Workflow

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Alert Initiator of Workflow steps

Setting where the person who initiates the workflow can get notifications if the transaction has been approved or rejected
Jack Speshock 2 days ago in Contracts and Procurement Workflow 1 Needs review

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 about 2 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 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 22 days ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

Job Set Up-Internal Stakeholders Customizable Roles

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...
Molly Toledo about 2 months ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

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 29 days ago in Contracts and Procurement Workflow 0 Future consideration

Transaction Approval Workflow - Add rule option for Work Orders

No description provided
Norman Wendl about 1 month ago in Contracts and Procurement Workflow / Work Orders 0 Future consideration

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly 2 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...
Dawn Parents 8 months ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

Summary of Approvals (Bills)

It would be ideal if Project Managers could have a dashboard with a summary of all approval requires. Currently, a project manager needs to browse each job to see all pending bills and approve individually. A dashboard on the homepage listing all ...
Guest 19 days ago in Alerts and Calendars / Contracts and Procurement Workflow / Vendor Bills 0 Already exists

Subcontract Issued to Project Owner for approval before the subcontractor approves.

Our current workflow is to have the owner/owner's rep sign the subcontract report. This authorizes us as the contractor to then contract with the subcontractor for the value they have presented against the budget. Is there a way to have the Issued...
Guest about 1 month ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration