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Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...

Guest 2 days ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration

10 VOTE

Limit Delete Permissions to Admin Users Only

Add more detailed user permission settings so that only Admin users can delete items. Regular users should not have the ability to delete drawings, files, or other important data.

Amery Scott about 2 months ago in Settings / User Properties / User Security Roles 0 Future consideration

10 VOTE

Global Mark up Exclude line items

We would like the ability to create a global markup while also having the option to exclude certain line items from the estimate on this mark up during the creation process.

Victoria McCullough about 2 months ago in Estimating Items / Markups | Adds | Cuts 2 Future consideration

12 VOTE

Sync Bills from SIC to SCM making bills a bi-directional sync

Allow bills from SIC to sync into SCM. Bi-directional syncing

Diane Gennarelli 2 months ago in Accounting Link for Sage Intacct 0 Future consideration

17 VOTE

Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...

Matthew Carlisle 3 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

56 VOTE

Ability to have a consultant login for client sites

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...

Adrianna Johnson 11 months ago in User Properties / User Security Roles 2 Future consideration

18 VOTE

Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.

Adrianna Johnson 4 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

8 VOTE

Bulk Convert Clock-Ins to Labor Timecards

A way to convert all clock-ins to labor timecards in one UI, rather than having to first select the individual project & project contract

Shana Leader about 2 months ago in Clock-In / Clock-Out / Labor Timecards 0 Future consideration

41 VOTE

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 10 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

6 VOTE

Scope of Work Always Expanded

Scope of Work section should always be visible by default, without requiring the user to click to expand it in all tools. This will help prevent the overlooking of the important details, improves workflow efficiency and ensures greater visibility ...

Amery Scott about 2 months ago in Prime Contracts / Subcontracts / UI User Interface Enhancements 2 Future consideration

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