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Simplify and enhance the process of revising prime contracts when integrated with SIC

Ideally, the locking/unlocking of prime contracts would be permissions controlled. Once unlocked, the user should be able to edit the prime contract estimate, revenue, cost codes, etc. To best manage editing of prime contract estimates, cost codes...
Carl Lyles 11 months ago in Contracts and Procurement Workflow / Prime Contracts 0 Future consideration

Sending Meeting Agendas to Team

Please add an option to send a meeting agenda to to the team/attendees instead of just an "invite". The agenda would go to the attendees emails so participants can review before and during a virtual meeting.
Genevieve E 9 months ago in Meetings / Safety Meetings 1 Future consideration

Prime budget cost code referenced on subcontract

It would be very helpful to see and reference the budget amount for the given costcode(s) that are being subcontracted on the procurement documents. Is this possible to do now?
Guest about 1 year ago in Prime Contracts / Subcontracts 3 Future consideration

Specification Burst

Prospects are looking to burst specifications into specific sections using a burst feature similar to the drawings.
Sue Parker over 1 year ago in Drawings, Specifications & ITBs 0 Future consideration

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker about 1 year ago in Companies / Compliance / ITB (Invitation to Bid) 7 Future consideration

Restrict Cost Types to Cost Codes

Clients need the ability to restrict cost types to cost codes
Guest over 1 year ago in Job Cost Codes 0 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest about 1 year ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

Ability to create Change Orders of a different Contract Type than Prime Contract

It is very common in our industry for change orders to have a different contract type than the prime contract. For example, a project may be initiated from an estimate as a fixed lump sum contract. As the project progresses, a change order may ini...
Carl Lyles 11 months ago in CO 9 Future consideration

Time Expense & Misc .Expense Log View - add columns for Sub Total and Sale Tax

We track the Sales tax and the total would be nice to see the columns.
Guest 7 months ago in Misc. Expenses / UI User Interface Enhancements 1 Future consideration

Non-admin access to the settings modules

Non-admin users should not have access to the Sage SM settings modules, even read-only. I have a user set up with very basic access for daily logs, yet they can see the list of all the Sage CM users, their email addresses, and so on. Non-admin, lo...
Guest about 1 year ago in UI User Interface Enhancements / User Properties / User Security Roles 1 Future consideration