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Add a margin to individual items in an estimate

Would like to be able to select the Margin percentage from the drop down of an individual items cost type.
Stacey Leary 28 days ago in Estimating Items 1 Future consideration

Organize Drawing by Area

My projects have multiple area's under the same contract. For example Building 1 , Building 2, Civil, & City improvements. Right now there is no way to create a sub folder under drawings (at least that I can see). So when I open my drawings al...
Preston Sciarrillo 3 months ago in Drawings / Drawings, Specifications & ITBs / Linked Files (Projects) 0 Future consideration

Simplify and enhance the process of revising prime contracts when integrated with SIC

Ideally, the locking/unlocking of prime contracts would be permissions controlled. Once unlocked, the user should be able to edit the prime contract estimate, revenue, cost codes, etc. To best manage editing of prime contract estimates, cost codes...
Carl Lyles 5 months ago in Contracts and Procurement Workflow / Prime Contracts 0 Future consideration

Sage CM Mobile - Sort drawings alphabetically

On the sage cm mobile app there is no sort to how the drawings are displayed, this makes it very challenging when trying to find a drawing.
Jack Speshock 5 months ago in Mobile - Android / Mobile - Apple 2 Future consideration

Attaching PDF copies of cost invoices to Prime Invoice for Prime Contracts other than Fixed Price

Attached the cost invoices that make up the Prime invoice in a Cost Plus contract situation. The cost invoices should form part of the package to send to the Owner with the Prime Invoice. Currently when generating a Prime Invoice that is based off...
Bruce Dutnall 29 days ago in Prime Contracts 1 Already exists

Add a filter for Billable Status to the "import committed cost transactions" in Change Orders

Have found a problem with Cos that are non-billable: Cost-plus With GMP project: in a CO, ‘Import Committed Cost Transactions’ doesn’t respect the billable status of the incoming items. Non-billable items are imported into the CO resulting in an i...
Guest about 2 months ago in CO 2 Already exists

External User Audit Log

Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...
Logan Strouse 4 months ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration

Add drawings and specs from mobile app

I have had a customer request the ability to upload drawings and specs from the mobile app. Their project managers all have iPads that they use for work.
Jack Speshock about 1 year ago in Drawings / Mobile - Android / Mobile - Apple 0 Future consideration

OCR Scan Count (Remaining Scans Allowed for the Month)

It would be helpful for Clients to see where they stand on their allowable OCR scans in the settings area.
Adam Clark 5 months ago in Company Settings / OCR 0 Future consideration

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles 7 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration