Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 853 of 853

Enable link documents to be sent thru DocuSign

linked documents in Subcontracts or Change orders can be emailed, but linked documents cannot be sent when using DocuSign.
Guest 2 months ago in Document Viewer / eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

Add purchase order field to Prime Contract wizard

Thank you for adding the Owner PO field to the prime contract - very helpful! Can you also add it to the wizard so that we don't have to go back and Edit to add it later?
Audrey Peebles 4 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / UI User Interface Enhancements 1 Future consideration

Retain rejected sub bills

After sub bills are entered and initiated which sends them to the Project Manager, It would be helpful if they are rejected by the PM that they can remain in Sage as rejected so there is a "paper trail". The funds initially allocated to that invoi...
Guest over 1 year ago in Subcontract Invoices / Vendor Bills 1 Future consideration

When Adding Bills Should be Able to Link Files Right Away

When creating bills for invoices in order to add the document you have to save and link. You should be able to link or add the PDF document on the first page of adding the Bill... If I am entering more then one invoice for a Job i want to be able ...
Guest 7 months ago in Linked Files (Projects) / Subcontract Invoices / Vendor Bills 0 Future consideration

Ability to Add Cost Codes like New Companies

Should be able to add cost codes well adding Bills and/or Misc. Expenses the same way you can add a new company and come back to where you left off. You don't realize you are missing it until you go to add and having to leave the page and start al...
Guest 7 months ago in Job Cost Codes 2 Future consideration

Organize Drawing by Area

My projects have multiple area's under the same contract. For example Building 1 , Building 2, Civil, & City improvements. Right now there is no way to create a sub folder under drawings (at least that I can see). So when I open my drawings al...
Preston Sciarrillo 9 months ago in Drawings / Drawings, Specifications & ITBs / Linked Files (Projects) 0 Future consideration

Add a comment box to all change status methods of the Workflow Approval Process

When a Workflow Approval or Reject is added, we need a pop-up box to appear. This should be available if the user is changing the approval status in the Workflow Tab on the Home View, from within the record or transaction, from log views, or when ...
David Holler over 1 year ago in Contracts and Procurement Workflow / Time & Expense Workflow 1 Future consideration

Purchase Orders Details

It would be helpful it all fields appeared when first creating a PO rather than having to save and then edit to add to the comment field.
Sondra Hall over 1 year ago in Purchase Orders / UI User Interface Navigation 1 Future consideration

Granting Project Access by Adding Company Contact to Project Directory

In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.
Adam Clark over 1 year ago in Contacts / Project Directory / Teamlink Portal (General) 1 Future consideration

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 5 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration