Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 637

Workflow Stock Report

Can a workflow stock report be created? I created a custom report pulling in the two workflow data views but the WorkflowTransactionIfApprovers table only brings in the participants that have already approved, can the participants who are yet to a...
Michelle Moffatt 5 months ago in Contracts and Procurement Workflow / Log Style Reports 0 Future consideration

Dynamic Filtering of Active Leads & Projects

In setting access to a user's Leads & Projects, it would be desirable to have dynamic filters applied so that the system automatically added leads and projects based upon the filter criteria selected. The goal would be to eliminate the need to...
Carl Lyles 10 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Send RFI, Instruction from Project Groups

Having the Project team groups as an option in the contact list for a project so we can send all correspondence to a Project team group instead of induvial clicking them or a separate message for each contractor . e.g. RFI's, Transmittal, issues,
Brendon Rohde over 1 year ago in Project Groups / RFI 0 Future consideration

Add scheduling (gantt) to leads

It would be useful to have the scheduling tools in the leads section so that a schedule can be built out while an estimate is being created
Aaron Henry 3 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads 0 Future consideration

TeamLink Info For New Contact

When adding a new contact in the directory, the external user box is already selected under TeamLink Information, but the username auto populates to my first name and you cannot change it in the window. You have to save and go back in and edit it ...
Genevieve E 5 months ago in Contacts / Teamlink Portal (General) 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 8 months ago in Contracts and Procurement Workflow / Prime Contracts 0 Future consideration

Deleting photos from album

Currently, we are unable to delete a photo from an album without deleting it from the project. Please consider separating the delete photo from album from the delete photo from album and project.
Micah Will 5 months ago in Photos 0 Future consideration

The ability to resize sections on some of the summary screens

For example, on the project home screen, if we could resize the open items, and see a better snapshot of whats going on without scrolling.
Guest 3 months ago in UI User Interface Enhancements 1 Future consideration

Job Address and Email Address Visibility in Prime Contracts

Currently you have to go into "Edit" mode to see the job site address for a Prime Contract. For those who need to see it and may not have access to edit records, it would be helpful to have it visible in the Prime Contract Information Screen at th...
Dawn Parents over 1 year ago in Prime Contracts 2 Future consideration

Ability to create Change Orders of a different Contract Type than Prime Contract

It is very common in our industry for change orders to have a different contract type than the prime contract. For example, a project may be initiated from an estimate as a fixed lump sum contract. As the project progresses, a change order may ini...
Carl Lyles 8 months ago in CO 9 Future consideration