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Documentation

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Increase size and storage capacity in photos

Please consider increasing the size and storage for uploading photos.
Micah Will 8 months ago in Documentation / Linked Files (Projects) / Photos 0 Future consideration

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl about 1 year ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith over 1 year ago in Detail Report Templates / Meetings / Safety Meetings 1 Future consideration

Ability to upload more than 5 photos at a time on desktop/web based version of Sage

Before Corecon became Sage, we were able to select 100+ photos at a time for upload. It would take some time, but you could walk away and come back to find all photos uploaded. Now our project managers and coordinators need to sit and select 5 pho...
Jessica Whyde about 1 year ago in Documentation 0 Future consideration

Add the Meetings module to Leads

For larger projects, there are are often many meetings with the client prior to us being awarded the job. It would be extremely helpful if the Meetings tools were also available under Leads the same way the are under Projects.
Audrey Peebles over 1 year ago in Leads (Active or Intactive) / Meetings 0 Future consideration

A general "Documents" folder is needed for the GC to be able to upload general project related documents for all parties involved with the project to see and have access too..

No description provided
Guest about 1 year ago in Documentation 0 Future consideration

Open fly out of photos & documents when clicking the document hyperlink

When you click the link of "Photo 1" or "Document 1" it would open a flyout window of the item. Complete with buttons to download, print, rename, etc. Clicking on the link now goes to a file information window. To access the document, you have to ...
Marc Macialek over 1 year ago in Documentation 1 Future consideration

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...
Dawn Parents about 1 year ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

Subcontractor Daily Report

Many requests for subs to be able to upload and/or submit their own daily reports to the GC. Upload through the portal maybe?
Sue Parker 5 months ago in Daily Log (Daily Report) / Teamlink Portal (General) 0 Future consideration

Add Weekly Log Reports

We can currently fill out Daily Log Reports in SCM. It would be nice to have a weekly report that can be used to summarize the progress for the week. The weekly report would just allow a user (usually the PM) to enter a summary and concerns/notes ...
Dario Tomic over 1 year ago in Documentation 0 Future consideration