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Workflow

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Rejected workflow non administrator abandon

When a workflow is completed due to all aprovers rejecting it locks the transaction and then the only user type that can Abandon it is an Administrator. If then an Administrator isn't available to unlock then it can delay something that shouldn't ...
Tim Smith 7 months ago in Workflow 0 Future consideration

Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...
Dawn Parents 12 months ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

Workflow - Make approval history reportable

Currently the only way to see a list / log of who approved what transactions is to go the transaction itself and scroll down to the workflow section. This needs to be available to include in log reports so a user can print an audit log of who appr...
Jack Speshock 7 months ago in Workflow 0 Future consideration

Transaction Approval Workflow - Add rule option for Work Orders

No description provided
Norman Wendl 5 months ago in Contracts and Procurement Workflow / Work Orders 0 Future consideration

Would be nice if we have an option to send automatically email directly from sage when the project manager reject the invoice sent by subcontractor with an option to add the reason why was rejected

No description provided
Guest 12 months ago in Contracts and Procurement Workflow / Lien Waiver / Subcontract Invoices 1 Future consideration

Project Title and Prime Contract Title on Subcontract

We would like the Project Title and Prime Contract Title on Subcontract. When we are going through a workflow to approve it we cannot tell what project it is for.
Guest 5 months ago in Contracts and Procurement Workflow / Subcontracts 0 Future consideration

Easier way to view linked file when approving bills in workflow

It would be nice if there was an eaiser way for the approver of a bill or sub invoice to be able to see the linked file of the bill image
Jack Speshock 10 months ago in Workflow 0 Future consideration

Add a comment box to all change status methods of the Workflow Approval Process

When a Workflow Approval or Reject is added, we need a pop-up box to appear. This should be available if the user is changing the approval status in the Workflow Tab on the Home View, from within the record or transaction, from log views, or when ...
David Holler about 1 year ago in Contracts and Procurement Workflow / Time & Expense Workflow 1 Future consideration

Workflow rule to allow mixture of AND/OR and Parallel/Sequential

Say you wanted a 2 step approval where step 1 was 2 or more people/roles like PM or Bid contact and step 2 was a named Manager. You can't achieve it as if sequential you can only add 1 person/role per step. Or if try one step its either AND which ...
Tim Smith 9 months ago in Contracts and Procurement Workflow 1 Future consideration

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly 6 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration