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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 11 months ago in Accounting Link for Sage Intacct / Prime Contracts / Projects (Active and Inactive) 2 Future consideration

Copy lead functionality

It has been requested to have the ability to copy leads for specific customers. It would be nice to also have the option to copy related records (eg. cost codes, prime contract, POs, subcontracts, etc)
Guest about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

Have projects on company profile within Contact Management

It would be nice to have a list of projects that a company is assigned (like a simple log report). This will help out with our client's and their understanding of their different companies. This may also open up other report options for contact ma...
Patrick Sheppard 4 months ago in Companies / Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Project "Financials" Tab on the Project Home Screen

In the old Corecon, on the Project Home screen, there was a "Financials" tab where you could quickly see the contract value, amount invoiced, etc. This disappeared when Corecon went to Sage and it would be very useful to have this back.
Justin Whitaker over 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Add Project Start Date and/or Milestone Tasks to Alerts

It would be very helpful to add project start/end dates and/or milestone tasks to the alerts calendar.
Guest 10 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 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 over 1 year ago in Favorites / Projects (Active and Inactive) 0 Future consideration

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...
Guest about 1 year ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Differentiate between Lead # and Project # for alerts on the SCM homepage

Currently the alerts section of the homepage has a column titled "Project #". When using checklists for example, it is not easy to distinguish if the number is however a lead # or project #. Ideally, there would be a separate column for project # ...
Carl Lyles 8 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Unarchiving Leads and Projects

Is there a way to unarchive a lead (or project) from the "Lead Home" (or "Project Home)"page? Currently leads and projects appear to be only unarchivable by unchecking the box on the "Leads" or "Projects" page. In the past there used to be a check...
Michael Miller over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

"Smart" Estimated Finish Date Calendar

This would benefit any user that is entering start/finish dates in any section of Sage that utilizes the calendars, and would improve user efficiency. When an Est. Start Date is selected several months in the future, the calendar for the Est. Fini...
Jessica Whyde over 1 year ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration