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Have different Items for each prime contract line in CM

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...
Brandon Dahn 8 months ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker about 1 year ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Adding Insurance and License documents via Teamlink links Files Incorrectly

When you link a file in the TeamLink Portal under Insurance, It does not show up under insurance, but instead under Classification (see attached word doc)
Guest 3 months ago in TeamLink Portal 0 Planned

Adding Project Name To All Modules

Attached screenshot shows an area for improvement, adding the project name to all screens next to project #. Going in and out of modules and various office interruptions, sometimes if you forget which project you are in, you have to save where you...
Victoria Edenfield Hurd 3 months ago in Client Contract Admin / UI User Interface Enhancements 0 Future consideration

Add "Status" Column to Submittal List

It allows for better tracking of outstanding submittals
Guest about 1 year ago in Submittals 1 Future consideration

Sort by Record Number in link existing files

No description provided
Guest about 1 month ago in Linked Files (Projects) 1 Already exists

Due Date on Submittal Page

Can you please add the 'Due Date' to the front page of each submittal? There isn't a location to find out the assigned due date after it has been created.
Jessica Carbone 3 months ago in Submittals 0 Future consideration

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

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 8 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 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