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Client Contract Admin

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Create CO items during the CO creation steps

When you manually add a Change Order (CO), the CO Information page is created before you can add CO items. It would be beneficial if, after uploading the related files, you could add CO items before completing the wizard. Instead of having to scro...
Stacey Leary 4 days ago in CO 1 Future consideration

Separate Cost Codes for payables and receivables

Only make cost codes for Payables and Receivables available to each of those catagories. For instance: Cant use the overhead cost code on an SCO but you can on a change order to a client. Make it so it cant even be an option on an SCO
Sue Kelly 9 days ago in Job Cost Codes 0 Future consideration

Sage Intacct GL Posting Date from SCM Bills

Currently when syncing an invoice to Sage Intacct from SCM, the GL Posting date field is populated with the Invoice Date. This can be an issue if a Client has closed that period already. It would be helpful to add a setting in posting preferences ...
Adam Clark 11 days ago in Prime Invoices / Purchase Orders / Subcontract Invoices / Vendor Bills 3 Future consideration

Adding Project Name To All Modules

Attached screenshot shows an area for improvement, adding the project name to all screens next to project #. Going in and out of modules and various office interruptions, sometimes if you forget which project you are in, you have to save where you...
Victoria Edenfield Hurd 12 days ago in Client Contract Admin / UI User Interface Enhancements 0 Future consideration

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 6 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Pull quantities in from Excel/HCSS

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.
Jenny Pewtherer 2 months ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 4 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 about 1 month ago in Contact Management / Prime Contracts / Projects 1 Future consideration

Make budget modification button

Instead of creating a change order to move money around within a budget. Can you create a budget modification much like procore to move the money easier within cost codes.
Guest 3 months ago in CO / Prime Contracts 0 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 5 months ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

Unable to Delete Cost Code when Employee Clocked in using that cost code

When helping customers clean up their cost codes lists after implementation, we ran into an issue trying to delete a cost code from the project. If an employee has clocked in using that cost code, we have no way to delete the cost code until the e...
Guest 11 days ago in Clock-In / Clock-Out / Job Cost Codes 0 Future consideration