Sage Construction Management Ideas Portal
ADD A NEW IDEA

Projects (Active and Inactive)

Showing 27 of 630

Update Project Ship To address from Job Address in SCM

Currently, the Job Address does not sync over into Intacct. If there was a way to have the Ship To address updated on the Project record in Intacct, that solves a lot of manually work arounds.
Jo Steiner 5 months ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
Dario Tomic about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 1 Future consideration

Job Set Up-Internal Stakeholders Customizable Roles

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...
Molly Toledo 6 months ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 1 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Dynamic Filtering of Active Leads & Projects

In setting access to a user's Leads & Projects, it would be desirable to have dynamic filters applied so that the system automatically added leads and projects based upon the filter criteria selected. The goal would be to eliminate the need to...
Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 0 Future consideration

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles 5 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration

Granting Time Approval Access by Utilizing Project Manager Assigned to the Project

In lieu of granting time approval access to a company contact through the User in the Company Settings, it would be useful if the Project Manager listed on the Project was automatically granted time approval access to any Company Contacts added to...
Adam Clark about 1 year ago in Clock-In / Clock-Out / Labor Timecards / Projects (Active and Inactive) / User Properties 0 Future consideration

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
Dario Tomic about 1 year ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 Future consideration

Improved Project Status Functionality in the Integration with Sage Intacct

The posting preferences for the SCM > Sage Intacct integration currently only allow for setting a default "project status" upon creation of a project in Intacct. Ideally SCM would have some additional functionality (similar to intacct) that wou...
Carl Lyles 4 months ago in Accounting Link for Sage Intacct / Prime Contracts / Projects (Active and Inactive) 1 Future consideration