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Granting Project Access by Adding Company Contact to Project Directory

In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.
Adam Clark 11 months ago in Contacts / Project Directory / Teamlink Portal (General) 1 Future consideration

Bulk change to Labor cards add CO

need option to add CO to labor cards using the bulk add option
Guest 8 months ago in HR, Time, and Expenses 3 Future consideration

Add Drawing Folders to group Drawing Log Records

Example Folders: Preconstruction Set Construction Set Revision 1 Set Revision 2 Set As-Builts
Norman Wendl 7 months ago in Drawings / Linked Files (Projects) 0 Future consideration

Use OCR technology and coordinates on the PDF sheet to determine the Drawing # and Title

Currently, the meta data in the drawing file is used to set the drawing number and title. If this is missing, OCR technology could be used to extract this information. However, this would require input from the user to designate the location/area ...
Norman Wendl 7 months ago in Drawings / OCR 0 Future consideration

Add Customer and Vendor checkboxes to Company Profile form

Use Cases: Group and filter mechanism for company listing and log reports Show customers only when adding Prime Contracts Show vendors only when adding POs and Subcontracts
Norman Wendl 7 months ago in Contacts 5 Future consideration

Add Warning Banner When Viewing a Drawing's Previous Version

A warning banner should be shown while viewing a drawing's prior version, so you know you are not looking at the latest version of a drawing
Guest 11 months ago in Drawings 0 Future consideration

Automatically Apply CPR markup

Automatically apply CPR/CO markup (rather than taking the step to import it).
Guest 10 months ago in CO / CPR 0 Future consideration

Sent Email Details - Message Content & Attachments

Currently, there is no record in Sage that shows users the content of the message that was sent or any attachments that may have been included. Even if you happened to be copied on the message that was sent, this still means you need to try to tra...
Jessica Whyde 9 months ago in New Email Features & Email Browsing 1 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

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