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To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...
Chad Shaules 6 months ago in Alerts and Calendars / General To Do  / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration

Notify a selected individual when a PO/Subcontract in entered

PM would like to be notified upon a commitment being added/imported
Matthew Carlisle 23 days ago in Alerts and Calendars / New Email Features & Email Browsing / Notifications / Procurement 1 Future consideration

TeamLink Invoice Paid Status added

Currently the Lien Waiver Area on Invoices and Bills uploaded by Teamlink users, auto-populates when Bill/invoice gets added. Each invoice and bill needs an area that paid information gets pulled in when paid (via accounting link).
Guest 2 months ago in Accounting Links / Lien Waiver / Teamlink Portal (General) 4 Future consideration

Need E-sign contact roles or titles, so we send to the correct person from e-sign screen

We need e-sign contact roles or titles to show in the drop down when selecting a signer, so we can send the document to the correct person from e-sign screen.
Guest 11 months ago in eSign (including DocuSign) 0 Future consideration

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 about 1 year ago in Procurement / Retention Retainage Holdback 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 10 months ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 4 Future consideration

Ability to "favorite" projects

On the project overview page it would be nice to be able to favorite projects and have them appear in the "jump to" drop down. As an admin I need access to all projects but there are certain ones our admins oversee regularly and faster access woul...
Kenani Brandon almost 2 years ago in Favorites / Projects (Active and Inactive) 1 Future consideration

Have taxes be addable and specifiable in estimate proposal

I would like to be able to, as a part of building a estimate proposal, be able to add taxes - similar to how they would be shown in a prime contract. Ideally, I think having them be like a global markup or being able to independently add the tax t...
Sean Coffman 6 months ago in Estimating, RFP, Proposals (Pre-Construction) / Tax 1 Future consideration

Invoice Approval - Being Able to Add Comments When Approving via Email

When you approve through the mobile app or the desktop browser you see an approved and a reject button. When clicking on those, a window displays a comment field to type into. It would be helpful if you approved through the email notification that...
Adam Clark 8 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing / Notifications 0 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 12 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 3 Future consideration