Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

    Showing 959 of 959

    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 almost 2 years ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 Future consideration

    Job Cost Code shown in its intended hierarchical structure

    Cost codes are built out in Intacct in a parent child relationship (division/major). However when you go to add to the Job you have to add one by one in order to recreate the hierarchy. Being able to resort/add in sequence would really make this p...
    Matthew Carlisle 12 months ago in Job Cost Codes 1 Already exists

    Workflow Notification Emails Pointing to Legacy Site

    The hyperlinks for Approve/Reject/View the Document in the Workflow Notification Emails are all pointing to the legacy site. We have found that typing "01" after "app" in the address bar gets us to the right place but is there a way to update the ...
    Rachel Betts 4 months ago in Contracts and Procurement Workflow 0 Needs review

    Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

    Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
    Carl Lyles over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

    Adding Existing Company to Project from PO and Subcontract - Not Returning to Record Creation when Added

    Currently from within the PO and Subcontract entry, when "Adding Existing Company to Project Directory" from a PO or Subcontract, it does not return to the record you started. It goes back to Procurement where you have to select either Purchase Or...
    Dawn Parents about 2 years ago in Project Directory / Purchase Orders / Subcontracts 1 Future consideration

    Multientity Email Templates

    Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm
    Ariel Johannes over 1 year ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration

    Link existing files / photos to daily logs on mobile device

    Add the ability to link existing Photos Feature taken via Mobile App and add the photos to a daily log. Add the ability to link uploaded files and images to other feature like in the browser solution.
    Jack Speshock over 1 year ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / Photos 2 Future consideration

    Link SCM Work Orders to Sage300 Extras

    Can you use the SCM Work Order field to populate and/or link to Sage300 Extras? For timecards, the work order field would populate the extra field. Also, when a work order is setup in SCM could it create the extra in Sage300? When an extra is setu...
    Deb Kauffman 8 months ago in Accounting Link for Sage 300 CRE / Work Orders 1 Future consideration

    Add Impacted Companies Pricing to TeamLink Portal

    Add Impacted Companies Pricing field to TeamLink Portal so Subcontractors and Vendors can upload Pricing data to CPRs that Prime Contractor can use in their CPR submittals to Clients, rather than have to add that data themselves in SCM.
    Renee Thomas 2 months ago in CPR 0 Needs review

    Add Location Reference as a Settings List Across system to Choose from for Reporting

    Many clients have requested that 1location reference field be populated from an across system Settings list so they can run reporting by the field.
    Renee Thomas 2 months ago in Custom definable Fields 0 Needs review