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Contracts and Procurement Workflow

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Automatic notification when contract status changes

It would be helpful for the project manager of a project to get a notification when a prime contract goes from pending to active. This would trigger the PM to know that he project is now in their hands and can start working on it.
Greg Brune 7 days ago in Contracts and Procurement Workflow 0 Needs review

Ability to add note/reason for abandonment

No description provided
Lucille Dunn 21 days ago in Contracts and Procurement Workflow 1 Future consideration

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest 10 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles 9 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Reassign Approver on Workflow

We need the ability to reassign a workflow approver in the middle of a workflow. There are times people are out on vacation or sick and it is holding up our approvals.
Guest 9 months ago in Contracts and Procurement Workflow 4 Future consideration

Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
Carl Lyles 9 months ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

Rejected Workflow Alert

Can we get a rejected workflow email alert for all parties involved in a workflow. Once it is rejected by one person, everyone Internal is email notified it was rejected, as well as Teamlink portal users who entered the item.
Guest 17 days ago in Contracts and Procurement Workflow 2 Already exists

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 10 months ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 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 4 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing / Notifications 0 Future consideration

Option to turn off workflow emails

Some administrators are getting more emails than they would like from the workflows. It would be nice to have a way to turn off the automatic emails.
Guest 2 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing 0 Future consideration