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Drop down Approval for POs

Hi, It would be nice if there was a drop down option for POs so that you can change to approved without having to go in and edit. The bills work that way now so would be a nice consistency as well.
Guest 7 months ago in Purchase Orders / Vendor Bills 0 Future consideration

Retainage adjustment

Have the ability to adjust the amount due to rounding differences. Currently, you can only adjust the percentage held on the total invoice but it then calculates and rounds per job cost code so you can end up with a rounding difference. This ideal...
Tim Smith 10 months ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 1 Future consideration

Alert approaching 40 hours

It would be helpful to send an alert when approaching 40 hours.
Debbie Idzik about 1 month ago in Clock-In / Clock-Out / Labor Timecards 0 Future consideration

Equipment - New Views/Dashboards on Eqp Module Landing Page

Equipment Hours Summary Dashboard (All Projects & Equipment) Time Period Options: Last 30 Days, Last 60 Days, Last 90 Days, Last 6 Months, Last 12 Months Service Ticket Listing (All Projects & Equipment) Filters: Status, Date Range Equipm...
Norman Wendl 2 months ago in Equipment Items 0 Future consideration

add Project Name as a column in the workflows dashboard

Add Project Name as a column in the workflows dashboard.
Guest 2 months ago in Contracts and Procurement Workflow 0 Future consideration

Equipment - New Equipment Module Calendar, Alerts and Notifications

Equipment Calendar: Purchase Date Sold Date Service Date Equipment Alert: Same as Equipment Calendar Equipment Notification: Service Date
Norman Wendl 2 months ago in Equipment Items 0 Future consideration

Feature to hard stop PO Bill from exceeding PO amount

There is currently no option to prevent a PO from being Over-invoiced in Sage CM. There is only a warning to alert the user when they are entering an invoice that exceeds the PO amount. When this occurs and the users accepts the warning in Sage CM...
Shiva Muthuswamy 6 months ago in Procurement 1 Future consideration

Update estimate within a Prime Contract without having to delete the Prime Contract

You create a Prime Contract, bring an estimate into it. Then the estimate changes and you CAN NOT bring it back into the same Prime Contract (does not refreshes the previous). The only solution is to delete the Prime Contract and do it all again. ...
Gilbert Sanchez 4 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 Future consideration

Copy a role to create a new role in TeamLink Portal Settings

When creating a new role in Teamlink Portal Settings, would like the ability to copy a role so that all we have to do is add or remove items instead of creating from scratch.
Guest 5 months ago in TeamLink Portal 0 Future consideration

Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
John Drinkwater 8 months ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration