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Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest 7 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Additional fields for anticipated cost

it would be really helpful if there were a few more field on each line for anticipated cost entry, like vendor name and date anticipated for the cost.
Brandon Dahn about 1 month ago in Anticipated Costs / Feature Settings 2 Future consideration

Export PO lines separately

It would be very helpful if PO and Subcontract lines items would be exported to Intacct just the way they are entered into SCM. Currently any line items that have the same cost code all get lumped into one line. We constantly have multiple lines w...
Brandon Dahn about 2 months ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontract Invoices 0 Future consideration

Enhancement for Security Roles

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.
Adrianna Johnson 8 months ago in User Properties / User Security Roles 8 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles 8 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Email checklists

Allow to email the checklist assignment to the assignees.
Guest 22 days ago in Alerts and Calendars / Checklists / New Email Features & Email Browsing / Notifications 0 Future consideration

PO Bill and Sub default auto populate fields from Supplier info or Settings

To help speed up PO, Bill and Subcontract entry if certain fields could be pre populated from supplier fields or system settings. For a PO currently Issued By and Authorized By populates the same from the Prime Contract Contact. Would be useful to...
Tim Smith about 1 month ago in Contact Management / Contacts / Procurement 0 Future consideration

Union Labor

It would be helpful to be able to further classify contacts as union / non-union
Amanda Amason about 2 months ago in Contact Management / Custom definable Fields 0 Future consideration

Add a total line to the item entry window in the estimating module.

I would like to see the total of the item I am entering on the same screen as I am entering the numbers in. Simple one line add for total item costs.
Ben Walters 15 days ago in Estimating Items / Work Items 1 Future consideration

Favorites links on Home Page

When opening the Sage phone app AND the web browser, the user assigned favorites should be front and center. It's inconvenient that favorites are 4 layers deep inside a project.
Chad Shaules 15 days ago in Favorites / UI User Interface Enhancements 0 Future consideration