All ideas

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Downloading/viewing linked files from the app

In the app, you can see linked files (attachments) exist, but you cannot open them. Being able to review submittal/RFI comments on the app would be beneficial in the field.

Graham J 4 months ago in Linked Files (Projects) / Sage CM Mobile 4 Future consideration

3 VOTE

SCM - Add Column function to Project Directory page

Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.

Bruce Dutnall 26 days ago in Companies / Project Directory / UI User Interface Enhancements 2 Future consideration

34 VOTE

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...

Guest 10 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

12 VOTE

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing

RJ Delagarza 3 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

3 VOTE

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 27 days ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

31 VOTE

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...

Carl Lyles 9 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

1 VOTE

Report/Schedule

As discussed with Dave, See attached files of a report one client is looking for. In particular they want to have the schedule dictated by percent complete which is figured by using square footage of work completed versus budgeted square footage o...

Guest 10 days ago in Detail Financial Analytic Reports / Reporting / Analytics / Schedules (Gantt Chart) 0 Future consideration

2 VOTE

Add option to not create contract item when importing budget.

SOV can be vastly different from Budget. It would be helpful to have the option to not create contract items when importing the budget, so that the user can import the SOV separately without having to delete the entire list of contract items autom...

Guest 19 days ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

37 VOTE

Link Cost Database to Sage Intacct Inventory Items

Link Cost Database to Sage Intacct Inventory Items so that items and Pricing updates maintained in Sage Intacct can be updated in SCM for estimating purposes.

Deborah Lastro 11 months ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 Future consideration

10 VOTE

Export PO lines separately

It would be very helpful if PO and Subcontract lines items would be exported to Intacct just the way they are entered into SCM. Currently any line items that have the same cost code all get lumped into one line. We constantly have multiple lines w...

Brandon Dahn 3 months ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontract Invoices 0 Future consideration

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