Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 527 of 527

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly 2 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock 4 months ago in Digitizer / Document Viewer / Drawings 0 Future consideration

right click - open in new tab

A big timesaver would be the option to right click on links within sage CM and press 'Open in new tab' currently, this is not an option that shows up on a right click.
James Arrowsmith 8 months ago in Other 4 Future consideration

Forum for Shared Reports like Quickbooks

There is a lack of simple standard everyday use reports. Creating custom reports is a near impossible task unless you have hours to build them. Quickbooks has a "contributed reports" section where you can download and build off of other users crea...
Aimee Boehm 4 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Log Style Reports 0 Future consideration

Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...
Dawn Parents 8 months ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

teamlink invite time out too short

Can we lengthen or get rid of the the timeout completely for the initial login of teamlink? the 120 minutes is not enough time for many of my clients vendors.
Guest 19 days ago in New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Summary of Approvals (Bills)

It would be ideal if Project Managers could have a dashboard with a summary of all approval requires. Currently, a project manager needs to browse each job to see all pending bills and approve individually. A dashboard on the homepage listing all ...
Guest 19 days ago in Alerts and Calendars / Contracts and Procurement Workflow / Vendor Bills 0 Already exists

Subcontract Issued to Project Owner for approval before the subcontractor approves.

Our current workflow is to have the owner/owner's rep sign the subcontract report. This authorizes us as the contractor to then contract with the subcontractor for the value they have presented against the budget. Is there a way to have the Issued...
Guest about 1 month ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

Drawings-Overlay for revisions

When a revision is uploaded the revision overlays the last revision. This way you can see what was changed
anthony henderson 10 months ago in Drawings 0 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker 7 months ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration