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UI User Interface Enhancements

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New Getting Started Tab on Home View that includes important links to Settings areas and functions

This could mimic the Getting Started Implementation Guide. See link below. https://help.sagecm.intacct.com/Content/GettingStarted/ResourceCenter_GettingStarted.htm
Norman Wendl 3 months ago in UI User Interface Enhancements 0 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest 9 months ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration

Add Team Open Items Module in Leads

Add the following Module and reporting to Leads: Team Open Items
Guest 3 months ago in Alerts and Calendars / Leads (Active or Intactive) / UI User Interface Enhancements 0 Future consideration

Add column to PO list that shows PO Balance

Having a PO Balance option would quickly allow user to see what is left to spend without doing the math since currently you can only see PO amount and Billed amount.
Guest 6 months ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page
Audrey Peebles 9 months ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 0 Future consideration

Cost plus without GMP Contract has Cost Summary Breakdown

The cost plus with GMP has a nice simple breakdown of cost budgets by resource. Hoping same thing could be added to cost plus without GMP
Tim Smith 9 months ago in Cost Plus Without GMP / Prime Contracts / UI User Interface Enhancements 4 Future consideration

Center Click or right click links to open in new tab

In the company list, be able to center or right click the company link to open in new tab since you have to reload the company list every time and then scroll back down to find a company. Make all links on site able to be opened in a new tab so yo...
Guest 6 months ago in UI User Interface Enhancements 0 Future consideration

Mass Loading for Checklists on multi Prime Contracts?

We have several clients with many Prime Contracts under a Project and they use the same checklists for all Primes. If we could have the ability to check off multiple Primes to add checklists to, that would be super helpful.
Guest 3 months ago in Checklists / UI User Interface Enhancements 0 Future consideration

Add addition Column options to Modules

In Particular Expiration Dates on Permits List, but in many modules there are informational items that would be super helpful to have column options on.
Guest 3 months ago in Permits / UI User Interface Enhancements 0 Future consideration

Output and display colours from comments fields

See attached where if change the colour of text in comments you can only see it in the edit screen. So when you when you are in view only in SCM or the comment is mapped onto document templates the font colour is black. Seems a bit pointless being...
Tim Smith 7 months ago in UI User Interface Enhancements 0 Future consideration