Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 673 of 673

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 11 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 11 months ago in Accounting Link for Sage Intacct 0 Future consideration

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

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 11 months ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 Future consideration

Clock in/out edit

There is currently no way if someone forgets to clock in/out to get that clock in/out adjusted. The user has to message the Admin person who is converting clock in/outs to change the hours during the conversion process Either allow a user to make ...
Tim Smith 12 months ago in Sage CM Mobile 1 Future consideration

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 7 months ago in Prime Contracts / Subcontracts 3 Future consideration

Currently working on

Add column that shows whose responsibility the submittal is at this time -- also - show Status (Approved, Pending, Revise and Resubmit, Reject)
Guest 5 months ago in Submittals 1 Already exists

Sage Intacct - Compliance Integration

No description provided
Jack Speshock 7 months ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker 7 months ago in Companies / Compliance / ITB (Invitation to Bid) 3 Future consideration

Bring RFI pricing into CPR or CO

Can we add the option to import pricing/budget from an RFI to a CPR or CO?
Guest about 1 month ago in CO 1 Already exists