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Project Bidding Open to Everyone

Once a Lead or Project is created, it would be nice to have the option to post the project to a general hub where everyone who has Sage would be able to view the project and submit a bid if they are interested. This would be beneficial to both par...
Guest 1 day ago in Estimating, RFP, Proposals (Pre-Construction) 0 Needs review

Audit Log for Submittal edits

Architects can edit responses and eliminate the previous history of the first response issued. Can not track appropriately when responses are received if they can be changed at a later date. This is dangerous because if we go off the original resp...
Bryan Shirota 7 days ago in Submittals 0 Needs review

Locking To-Dos so they cannot be edited

When our project managers assign to-dos to their crew, the crew members can go in and change the status and percentage complete, but they can also edit the to-do. It would be nice to be able to lock the to-do so that no one can edit it except for ...
Roni Burke 2 days ago in Project To Do 0 Needs review

Email Response for Entire UI

Have the ability to view and reply to anything within SCM through Outlook or Email without having to click into the Portal or SCM. Also consider an approval button that could act as a virtual signature/approval via email.
Guest 9 days ago in UI User Interface Enhancements 0 Needs review

report for transactions that need to be sent into intacct

A report you can pull that pulls everything in the accounting link that needs to be posted over by project
Victoria McCullough 7 days ago in Log Style Reports 0 Needs review

Backup program that was deleted

No description provided
Guest 6 days ago in Daily Log (Daily Report) 0 Needs review

One Job with Multiple Lots - Geofencing

I would like to be able to add multiple project addresses / lots to one job for Geofencing purposes.
Roni Burke 7 days ago in Clock-In / Clock-Out 0 Needs review

Add superintendent to contact options on project

Several clients have asked for this as the superintendent is a key requirement on reporting and filtering.
Matthew Carlisle 4 months ago in Contracts and Procurement Workflow / Project Directory / Projects 1 Future consideration

Reclass commitments & cost without unapproving everything linked

If someone books a commitment (subcontract or PO) to a cost code and then the cost is applied, this expense (and commitment) cannot be moved to a different cost code without unapproving all the linked steps. In some cases this can be many invoices...
Guest 4 months ago in Job Cost Codes / Purchase Orders / Subcontract Invoices / Subcontracts / Vendor Bills 1 Future consideration

User preferences should be expanded to allow direct login to a Project

If users could default the project in their preferences, when they login to Sage CM, they would go straight to that project home page, not the SCM Home Page. This saves a lot of unnecessary navigation when first logging in.
Guest 9 days ago in User Properties 0 Needs review