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New Workflow option for all projects

It would be nice to create a workflow that would apply to all projects rather than setting up the same workflow for each project if having multiple projects at a time that would use the same workflow. And to take this one step further if the workf...
Guest 11 days ago in Contracts and Procurement Workflow 4 Already exists

Allow multiple correspondence to happen across singular RFI or Submittal

with RFI's and submittals there is general back and forth on a particular item. Having to restart a new RFI or submittal to "continue" the conversation is very inefficient to the point people work outside of the system, or don't do them at all whi...
Mike Just about 2 months ago in RFI 0 Needs review

Drawing management

Please consider getting our drawings management inline with PlanGrid/Autodesk or Procore. Features such as drawings revisions,overlay,puchlist tag/RFI tag is essential in managing multiple revisions for us and our project teams.
ron colindres almost 2 years ago in Drawings 3 Planned

Allow zoom in feature on Mobile App Photos Viewer

Currently there is no way to zoom in on an uploaded photo on the mobile app.
Renee Thomas 3 months ago in Sage CM Mobile 0 Needs review

Ability to have a consultant login for client sites

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...
Adrianna Johnson about 2 years ago in User Properties / User Security Roles 2 Future consideration

ITB - Sharing Drawing Sets vs. Individual Files

The drawing set feature is very helpful when filtering in the document library. It would be even more helpful if we could simply link the Drawing Set in the ITB rather than selecting all individual files.
Micah Botica about 1 month ago in ITB (Invitation to Bid) 0 Needs review

Timecard Approver Workflow to use Project Manager

Currently, the Timecard approver workflow relies on a fixed employee/manager relationship configured in Company Settings. In environments with a dynamic field team supporting multiple projects under different PMs, this creates unnecessary friction...
John Lafond about 2 months ago in Time & Expense Workflow 1 Needs review

Re-use Lead Stages

There are times where a project get bid, and then has to be rebid. It would be nice to be able to enter or add a stage more than once to be able to reflect it moving from say, "consideration" to "bidding" to "bid Submitted" to "Bidding" to "bid Su...
Tim Willie 4 months ago in Lead Stages 0 Needs review

Purchase order on Prime invoice

Add a purchase order number field to the prime invoice. We have many clients requesting their purchase order number on the invoice
Gaylene Underwood about 1 month ago in Prime Invoices 4 Future consideration

Free Text Editor/Box

Please fix the free text editor boxes across the platform. They are extremely frustrating and inefficient to work with, and it’s irritating trying to get text to format consistently. What should be a simple task turns into a lot of back-and-forth ...
Cali Huys DS Constructors, LLC about 2 months ago in Projects 0 Needs review