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Detail Report Templates

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Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith about 1 year ago in Detail Report Templates / Meetings / Safety Meetings 1 Future consideration

Add Option for Estimate Proposal Grouped by Location and Major

It would be helpful if you could also provide an option for Estimate Proposal Grouped by Location and Major, the same as you already have by Location and Division and Location and Job Cost Code
Audrey Peebles about 1 year ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration

G702 & G703 Creation/ Custom Report Template

We use the G702 & G703. It would be nice to be able to create that in Sage CM for a specific prime invoice time period, not necessarily per prime invoice. Or be able in the custom report builder to have the G702 & G703 as a template to be ...
Trina Lapena about 1 year ago in Detail Report Templates / Prime Invoices 3 Already exists

RFI Detailed Report Bookmark When Schedule or Cost Impact is "To Be Decided"

When "To Be Decided" is selected for an RFI it populates as "False". We cannot send out an RFI that says "False" if we are asking for information that will give us direction on if there will be a cost or schedule impact. We need our paper trail to...
Kenani Brandon 8 months ago in Detail Report Templates / RFI 0 Future consideration

Daily Log Summary by Year & Week by Employee

Daily Log summary by Year & Week we would like to see it for all jobs and have a choice of by contact (employee) or by project
Debbie Idzik about 1 year ago in Daily Log (Daily Report) / Detail Report Templates 0 Future consideration