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Required Addition of Closeout Option for Submittal Items

It has come to our attention that the current version of Sage only allows for marking an entire submittal package as "closeout." While this feature may be functional for others, it falls short when dealing with closeouts within a specification sec...
Guest 8 months ago in Submittals 1 Future consideration

Auto apply Prime markups to CPR and CO's

When a Prime includes markups, allow the markups to be automatically applied and visible for each CPR and CO's. Therefore the PM doesn't miss adding markups to the CPR's or CO's
Deb Kauffman 5 months ago in CO / CPR / Markups | Adds | Cuts 0 Future consideration

Add option to add vendors to ITB from Project Directory

If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.
Guest 5 months ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

Invoice Approval - Being Able to Add Comments When Approving via Email

When you approve through the mobile app or the desktop browser you see an approved and a reject button. When clicking on those, a window displays a comment field to type into. It would be helpful if you approved through the email notification that...
Adam Clark 8 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing / Notifications 0 Future consideration

Improved Accessibility of RFI and Submittals for Entire Project

In our World, it is important that the entire project team (all vendors) are able to see all of the projects RFI's in the portal. A lot lot of the times, other trades that are not the originator or respondent are affected by an RFI answer, so they...
Guest over 1 year ago in RFI / Submittals / Teamlink Portal (General) / User Properties 1 Already exists

Ability to "favorite" projects

On the project overview page it would be nice to be able to favorite projects and have them appear in the "jump to" drop down. As an admin I need access to all projects but there are certain ones our admins oversee regularly and faster access woul...
Kenani Brandon almost 2 years ago in Favorites / Projects (Active and Inactive) 1 Future consideration

PO Bill and Sub default auto populate fields from Supplier info or Settings

To help speed up PO, Bill and Subcontract entry if certain fields could be pre populated from supplier fields or system settings. For a PO currently Issued By and Authorized By populates the same from the Prime Contract Contact. Would be useful to...
Tim Smith 7 months ago in Contact Management / Contacts / Procurement 0 Future consideration

AR & AP Syncing

Allow for AR & AP invoices to sync from Intacct for updating job costs vs. GL transactions. This would allow for more detail in job costing as well as updating invoiced amounts on contracts, purchase orders, and subcontracts. Right now for tho...
Guest about 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

Sync Photos from Daily Log to the Photos Tool

We would like for the photos to automatically appear in the Photos tool when we upload to Daily Log.
Meredeth Dotson over 1 year ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 2 Future consideration

Drawings uploads- naming pages

It would be good if there was a way to input the "Drawing#" at the time you are uploading. The system automatically gives a Drawing# to each page. It is a VERY time consuming process to rename pages [Drawing#s] after they are in the system, especi...
John Stone over 1 year ago in Drawings, Specifications & ITBs 4 Future consideration