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Retainage/Purchase Orders

The ability to enter retainage to be held on a PO in CM, so that it will flow through to Intacct instead of having to notify accounting separately.
Molly Toledo 5 days ago in Purchase Orders 0 Needs review

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 1 day ago in Contracts and Procurement Workflow 1 Needs review

Improved Project Status Functionality in the Integration with Sage Intacct

The posting preferences for the SCM > Sage Intacct integration currently only allow for setting a default "project status" upon creation of a project in Intacct. Ideally SCM would have some additional functionality (similar to intacct) that wou...
Carl Lyles about 22 hours ago in Accounting Link for Sage Intacct 0 Needs review

Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory

There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...
Carl Lyles 2 days ago in Checklists 0 Needs review

Include a hyperlink to the Lead/Project in Checklist Alerts

When using checklists and checklist alerts, the alert includes the lead/project number, but there is no easy way to quickly access the lead/project. Ideally, the lead/project number would be a hyperlink to the respective lead/project (much in the ...
Carl Lyles 2 days ago in Checklists 0 Needs review

Currently working on

Add column that shows whose responsibility the submittal is at this time -- also - show Status (Approved, Pending, Revise and Resubmit, Reject)
Guest 5 days ago in Submittals 0 Needs review

Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.
Guest 3 days ago in Feature Settings 1 Needs review

Increase size limit for document viewer

Currently you can only view documents that are under 20 MB in size. This needs to be increased.
Jack Speshock 5 days ago in Document Viewer / Drawings / Linked Files (Projects) 1 Planned

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 5 days ago in Accounting Link for Sage Intacct / New Product Integration / Projects 2 Future consideration

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 about 1 month ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration