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User preferences should be expanded to allow direct login to a Project

If users could default the project in their preferences, when they login to Sage CM, they would go straight to that project home page, not the SCM Home Page. This saves a lot of unnecessary navigation when first logging in.
Guest 3 months ago in User Properties 0 Needs review

Setting to prevent posting of subcontracts/POs if vendor is unlinked in Intacct

When posting into Intacct, the system's logic will attempt to link or create the vendor attached to a PO/Subcontract that has not yet been linked/does not exist in Intacct. Can we configure the integration to prevent the creation of new vendors du...
Trevor Moldenhauer 3 months ago in Accounting Link for Sage Intacct 0 Needs review

Add a field to subcontractor contracts to choose if contract is signed or pending

Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...
Guest 11 months ago in Compliance / Subcontracts 1 Future consideration

Pull contact, PM, address information into intacct

It would be really helpful if we could pull over the following information from SCM into Intacct at the project level when sending a project to intacct from SCM since these areas are normally already filled within SCM: Primary Contact, Ship-To Con...
Victoria McCullough 9 months ago in Accounting Link for Sage Intacct / Contacts / Projects 1 Future consideration

Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle about 1 year ago in Detail Report Templates 2 Future consideration

Revenue Forecasting

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...
Michelle Moffatt 10 months ago in Detail Financial Analytic Reports / Reporting / Analytics 2 Future consideration

Split contacts by Supplier/Vendor & Customer

Having a full list of contacts is confusing it would be better if contacts can be split so they are not mixed together
Vici Plunkett 10 months ago in Contact Management 1 Future consideration

Bulk Convert Clock-Ins to Labor Timecards

A way to convert all clock-ins to labor timecards in one UI, rather than having to first select the individual project & project contract
Shana Leader 11 months ago in Clock-In / Clock-Out / Labor Timecards 0 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 over 1 year ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

CTRL + Clicking a Hyperlink To Open Item In New Window

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...
Guest over 1 year ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration