Sage Construction Management Ideas Portal
ADD A NEW IDEA

Projects

Showing 98 of 844

Add assigned members of the project team on the home screen

Add our assigned team members of the project team on the home screen of the project in both SCM and TeamLink. This will be helpful to have a quick access for who they should reach out to. Superintendent, Architect, Project Manager, Interior Design...
Amery Scott 4 months ago in Project Groups / Projects (Active and Inactive) / Teamlink Portal (General) / UI User Interface Enhancements 2 Future consideration

SCM - Add Column function to Project Directory page

Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.
Bruce Dutnall 4 months ago in Companies / Project Directory / UI User Interface Enhancements 2 Future consideration

Add option to add vendors to ITB from Project Directory

If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.
Guest 4 months ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

Add OCR to Drawings and Specs

One feature that would be really useful is to have OCR capabilities added to imported drawings and specs that would automatically pull out the Spec Section #, Name, and Submittal Requirement from the PDF automatically. This would be a big time saver!
Dario Tomic over 1 year ago in Projects 1 Future consideration

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Sync Photos from Daily Log to the Photos Tool

We would like for the photos to automatically appear in the Photos tool when we upload to Daily Log.
Meredeth Dotson over 1 year ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 2 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 11 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 3 Future consideration

Display company code when creating a new Project

We have clients that have the same company as both Vendors and Customers, so two companies would technically be setup. It would be nice of the Company Code was displayed when creating new Projects to ensure the correct Customer is selected since a...
Kristina Szczerbinski 9 months ago in Contact Management / Prime Contracts / Projects 1 Future consideration

Enhanced Security Settings

Our project Coordinators are the "role" that needs to add team/employee access to specific projects, however, they would have to have ADMIN permissions to do this. Permission settings needs to be much more granular.
Guest 7 months ago in Project Directory / User Security Roles 0 Future consideration

Insurance Expiring Alert

An alert needs to be sent out to someone that can be set as an insurance manager letting them know that the subcontractors insurance is about to expire on their project.
Misty Toulouse over 1 year ago in Projects 3 Future consideration