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Prime budget cost code referenced on subcontract

It would be very helpful to see and reference the budget amount for the given costcode(s) that are being subcontracted on the procurement documents. Is this possible to do now?
Guest 6 months ago in Prime Contracts / Subcontracts 3 Future consideration

Project Directory to not Carry across Projects

I have a big company, and most of my subs are big companies. However, each project only uses about 3 people from each company. So right now I have to go through all these people, just because they and their company are on other projects. The proje...
Preston Sciarrillo about 2 months ago in Contacts / Project Directory 2 Already exists

Log of emails that is Sage CM wide for admins to review

To see how many emails were successfully or unsuccessfully sent from & to. If there was an issue with the email address, how many emails were sent to a contact etc. Basically on a mass scale rather per PO or invoice, including outbound emails.
John Masterson 8 months ago in Emailing and Email Templates 0 Future consideration

Sage Intacct - Compliance Integration

No description provided
Jack Speshock 6 months ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned

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 3 months ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration

Outside Emails

IS there a way that we could route outside emails into a project? can we have a project specific email to copy so it will save an email to the project? Or could there be an outlook add in that allows us to save emails and documents within outlook ...
Guest 10 months ago in Inbound Email 0 Future consideration

Change Management - Single line vs multiple lines on sync

Currently, when pushing over a change order on a prime contract, it syncs over into Intacct in multiple lines. It pushes over into the cost budget with a zero line for the contract value and on the contract side, it pushes over a zero line for the...
Jo Steiner 10 months ago in Accounting Link for Sage Intacct 0 Future consideration

Change setting Specify Contacts for Project once created

Once you have created a Project and selected the "Specify Contacts for Project" and therefore "Show Only Specified Contacts on Add/Edit Forms" you can no longer change that setting (and you can't even see how it is set). So if you missed setting t...
Tim Smith 10 months ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 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 about 1 year ago in Daily Log (Daily Report) 2 Future consideration

Workflow - Make approval history reportable

Currently the only way to see a list / log of who approved what transactions is to go the transaction itself and scroll down to the workflow section. This needs to be available to include in log reports so a user can print an audit log of who appr...
Jack Speshock 8 months ago in Workflow 0 Future consideration