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Ability to Hold Retainage % on Purchase Orders (POs)

Please see also SAGECM-I-445. The request from John Masterson included a request to add the ability or option to hold retention on Procurement Purchase Orders similar to the way it is held on Procurement Subcontracts. This request separates the or...
David Holler 8 months ago in Procurement / Retention Retainage Holdback 1 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 6 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 2 Future consideration

Automated notifications of new or updated drawings

When new drawings are added to a project or updated drawings are uploaded there should be an automated notification that is sent to members of the project directory who have a teamlink role assigned.
Jack Speshock 9 months ago in Drawings / Notifications 2 Planned

Prime Retainage Options

There needs to be an option to select the amount of retainage for each line on the prime rather then the all or nothing option selected before hand. Each prime line is different and one may have retainage while another line may not.
Guest 5 months ago in Job Cost Codes / Prime Invoices / Retention Retainage Holdback 1 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock 10 months ago in Digitizer / Document Viewer / Drawings 0 Future consideration

Have different Items for each prime contract line in CM

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...
Brandon Dahn 7 months ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker about 1 year ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.
Guest 11 months ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

right click - open in new tab

A big timesaver would be the option to right click on links within sage CM and press 'Open in new tab' currently, this is not an option that shows up on a right click.
James Arrowsmith about 1 year ago in Other 4 Future consideration

Compatibility with Newforma

Majority of the Architecture firms we work with use Newforma as a document management software. Procore had a plug-in that worked with Newforma making it easier on Architects to forward submittals/RFIs to their engineering team. It would be helpfu...
Genevieve E 3 months ago in New Product Integration / Open API / RFI / Submittals 1 Future consideration