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Add Classification to Prime Contracts

We need to be able to add Classification to Prime Contracts in order to Map the different income accounts within the same Project. Is there any way to get back to me to see if this is feasible in the near future? We we're hoping to get this done i...
Guest about 1 month ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

MS Excel Versions

Could you please enable templates with the latest version of MS Excel? We (and many others) use proven excel models for pricing/estimating projects. It would be very helpful if the estimate templates for Sage were in the latest version of MS Excel...
Dan Skinner about 1 month ago in Estimating, RFP, Proposals (Pre-Construction) / Importing Excel Templates 0 Future consideration

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
Guest 5 months ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

Create Change Proposal Request from an RFI

A typical workflow would be to create a change proposal request from a request for information. It would be beneficial to have that option added from the request for information.
Adam Clark 11 months ago in CO / RFI 0 Future consideration

Additional disciplines need to be added for drawing upload descriptions. At a minimum, there should be ones that say MECHANICALS COMBINED, FIRE PROTECTION, TECHNOLOGY, INTERIORS, and FOOD SERVICE. These are common everyday designations for drawing sets in the construction industry.

No description provided
Guest about 2 months ago in Drawings / Drawings, Specifications & ITBs / Feature Settings 1 Already exists

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 about 2 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Mobile app should be able to work in offline mode

It would be helpful to be able to use the mobile app in offline mode so if you are on a site with limited or no wifi you could still enter [limited] items into the daily log: general notes, enter workforce and take photos. Then when you are back i...
John Stone 7 months ago in Sage CM Mobile 0 Future consideration

Alert-New Insurance Cert Uploaded via Portal

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.
Sue Parker 5 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Add a setting to automatically add weather to Daily Log.

Weather is a critical piece for any construction project. Other s/w we used adds it automatically. Would be nice not to have to add weather manually every day…
Guest 8 months ago in Daily Log (Daily Report) 2 Future consideration

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl about 1 month ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration