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Added Details to Checklist Reports

When running the report for a checklist, it leaves out details that are entered when creating the checklist (task assigned to _____, and due date). This would be great to include in the report because we could send our Owner's a report showing tas...

Guest 4 months ago in Checklists / Log Style Reports 1 Future consideration

2 VOTE

Import Job cost codes and its cost budget from a prime contract into a sub contract

Option to Import selected job cost codes with its Cost Budget from a prime contract into a sub contract while creating a new sub contract.

Blesson Mannil 4 months ago in Subcontracts 0 Future consideration

6 VOTE

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 12 months ago in Job Cost Codes 0 Future consideration

3 VOTE

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 6 months ago in UI User Interface Enhancements / User Properties / User Security Roles 0 Future consideration

3 VOTE

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.

Guest 6 months ago in Companies / Compliance 1 Future consideration

6 VOTE

Unpaid billed report for all bills and sub invoices

Please create a report showing all bills and sub invoices that have been billed to the client but not paid to allow easier approvals.

Debbie Idzik 12 months ago in Cost Plus With GMP / Cost Plus Without GMP / Log Style Reports 0 Future consideration

6 VOTE

Project "Financials" Tab on the Project Home Screen

In the old Corecon, on the Project Home screen, there was a "Financials" tab where you could quickly see the contract value, amount invoiced, etc. This disappeared when Corecon went to Sage and it would be very useful to have this back.

Justin Whitaker almost 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

2 VOTE

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents

Sue Parker 4 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

2 VOTE

Add a PO Reference Column in the Bill List feature

Can we add a PO reference Column to the Bill List area of the system?

Guest 4 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 1 Future consideration

4 VOTE

Add Excel Export button for Clock In Clock Out data prior to converting

Please add an Excel Export button to the Clock In Clock Out data prior to converting to pending.

Annie Kendrick 8 months ago in Clock-In / Clock-Out 0 Future consideration

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