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Ability to Copy a Prime Contract

We use multiple prime contracts for service work and currently we have to add them manually and add markups to each one.
Annie Kendrick about 1 year ago in Prime Contracts 6 Future consideration

Add the ability to have multiple Docusign accounts set up by user.

Contractors where each PM has their own Docusign account login
Deborah Lastro 8 months ago in eSign (including DocuSign) 1 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 9 months ago in Workflow 0 Future consideration

Prime Contract Status visible in Accounting Link "Primes Ready for Posting"

We are very excited about the August 2024 release, and the ability to send the prime contract separate from the project. As per the release notes, this is especially important when updates to the prime contract are to be made. Having the ability t...
Carl Lyles 7 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 0 Future consideration

Button on time tracking to auto split to OT after 40 hours in a week

Add a button to automatically split the last day for OT for hours over 40 hours in a week.
Guest 9 months ago in HR, Time, and Expenses 0 Future consideration

right click - open in new tab

A big timesaver would be the option to right click on links within sage CM and press 'Open in new tab' currently, this is not an option that shows up on a right click.
James Arrowsmith about 1 year ago in Other 4 Future consideration

Export schedules

Enable exporting existing schedules or creating schedule templates.
Guest 30 days ago in Schedules (Gantt Chart) 2 Already exists

Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects

It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...
Aimee Boehm 10 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 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 7 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 0 Future consideration

Create integration with BlueBeam software

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off
Guest about 1 year ago in Drawings / Estimating Items / New Product Integration 0 Future consideration