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Restrict Cost Types to Cost Codes

Clients need the ability to restrict cost types to cost codes
Guest almost 2 years ago in Job Cost Codes 0 Future consideration

Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Guest 9 months ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration

Auto apply Prime markups to CPR and CO's

When a Prime includes markups, allow the markups to be automatically applied and visible for each CPR and CO's. Therefore the PM doesn't miss adding markups to the CPR's or CO's
Deb Kauffman 12 months ago in CO / CPR / Markups | Adds | Cuts 0 Future consideration

Add option to add vendors to ITB from Project Directory

If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.
Guest 12 months ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

Meeting import old business uses original meeting Responsibility and Date not latest

When import old business into a meeting it only looks at the list of original items. This means when add old business the Responsible person and Due date is per the Original item. Problem with that is if there has been a meeting in between and thi...
Tim Smith 5 months ago in Meetings 1 Needs review

Ability to send email notifications to subs within the app

When creating punchlist items in the mobile app we have the ability to assign to third party subs or vendors, but not the ability to send that notification to the vendor.
Guest 12 months ago in Sage CM Mobile 2 Already exists

Job Cost Code Status

Add a status to Job Cost Codes so they can be closed when work is finished. Then hide those cost codes so they can't be selected in transactions. This would have 2 benefits. There would be less chance of miscoding transactions and there would be l...
Tim Smith about 2 years ago in Job Cost Codes 0 Future consideration

Would be nice if we have an option to send automatically email directly from sage when the project manager reject the invoice sent by subcontractor with an option to add the reason why was rejected

No description provided
Guest about 2 years ago in Contracts and Procurement Workflow / Lien Waiver / Subcontract Invoices 1 Future consideration

Scheduling Functionality

Scheduling functionality that can associate budget line items/cost codes with schedule lines to make forecasts fluid as the schedule adjusts.
Sue Parker over 2 years ago in Job Cost Codes / Prime Contracts / Schedules (Gantt Chart) 0 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 almost 2 years ago in Drawings / Linked Files (Projects) 0 Future consideration