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Workflow rule to allow mixture of AND/OR and Parallel/Sequential

Say you wanted a 2 step approval where step 1 was 2 or more people/roles like PM or Bid contact and step 2 was a named Manager. You can't achieve it as if sequential you can only add 1 person/role per step. Or if try one step its either AND which ...
Tim Smith 10 months ago in Contracts and Procurement Workflow 1 Future consideration

Default CPR / CO Markups

Default CPR / CO Markups - Option to pull from or default from a feature setting, to copy from another prime contract
Adam Clark about 1 year ago in CO / CPR 0 Future consideration

Timecards in Leads

It would be really nice to be able to track time our preconstruction team is spending during the lead phase.
Dario Tomic 8 months ago in Labor Timecards / Leads (Active or Intactive) 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 10 months ago in Contacts 5 Future consideration

Daily Logs

As owners, its nice to get an email of the daily log once its inputted into the app from the field vs me having to go get it and see if its there yet.
Frank Cardone 12 months ago in Daily Log (Daily Report) / New Email Features & Email Browsing 0 Future consideration

Add Project Start Date and/or Milestone Tasks to Alerts

It would be very helpful to add project start/end dates and/or milestone tasks to the alerts calendar.
Guest 3 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly 7 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

Link Sage Intacct Bills to Subcontracts / Purchase Orders

I have had a customer request that Sage CM be able to link / attach AP or Purchasing Bills from Sage Intacct to Purchase Orders/Subcontracts in Sage CM. Use case for this is the customer is currently using Sage Paperless Construction for entereing...
Jack Speshock 12 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
John Drinkwater 10 months ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

Photo size/orientation

I am unaware of the correct software/computer lingo involved to fix our problem but i do know some other construction software's have mastered the photo upload download capability. Currently you can only upload a certain amount of photos at a time...
Mike Just 4 months ago in Document Viewer / Mobile - Android / Mobile - Apple / Photos 0 Planned