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Document Storage Folder

Need a Documents section/modular where you can create individual folders to store and organize safety documents, toolbox talks, employee certifications, SDSs, etc. I know you can add these to the Linked Files but that just jumbles everything one t...
Jeff Wanous 26 days ago in  0 Needs review

Read only or granular permissions for field employees

When creating security roles, it would be a great option to be able to give read only permissions or granular permissions especially for field employees that do not need full access to a complete modular. We need field employees to views drawings,...
Jeff Wanous 26 days ago in User Security Roles 0 Needs review

Import Subcontract Line Items from Excel

In order to set up a schedule of values for a Subcontractor to submit pay apps through portal, it appears you have to manually change or expand their subcontract line items. Right now, I award subcontract that is 2 or 3 line items, but these same ...
Guest 26 days ago in Subcontract Invoices 0 Needs review

Attachments to transfer to Intacct

Please add integration for any attachments that are uploaded in SCM to download into Intacct. Having to upload them twice is redundant and causes a lot of extra work that can be automatized. Sage has other products that do this already like FYLE t...
Irina Sirotkina 8 months ago in Accounting Link for Sage Intacct / Document Viewer / Linked Files (Projects) 2 Future consideration

Add Time in the Daily Log

Give the Super/Foreman the ability to add individual or Crew timecards in the daily log feature in lieu of importing in time from the HR module to lessen the time and lift on the super in the system reporting on the days events.
Tamera Reckks about 2 months ago in Daily Log (Daily Report) 0 Needs review

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest over 1 year ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Workflow "Pause" or "GL Posting Date Field"

Currently the connection between SCM and Intacct has the GL Posting Date set to populate from the Invoice Date on transactions. For many clients the Invoice date gets confirmed during the Approval process and if it gets posted to Intacct after a P...
Renee Thomas 27 days ago in Contracts and Procurement Workflow 0 Needs review

Enhancement for Security Roles

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.
Adrianna Johnson over 1 year ago in User Properties / User Security Roles 8 Future consideration

Internal Response Emails

Currently the originator on the correspondence features will only get and email that a respondent has entered in a response if that respondent is an external contact. When the respondent is an employee in the system and they add a response, not em...
Michelle Moffatt about 2 months ago in Correspondence 0 Needs review

Submittals from Spec Book

Most softwares, like procore and expedition, have the capability to generate submittal logs from a spec book, sage should have this too. In sage's case, we should be able to upload the spec book and the software should generate submittal packages ...
Cali Huys DS Constructors, LLC 2 months ago in Submittals 0 Needs review