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

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 8 months ago in Companies / Compliance 1 Future consideration

Ability to "favorite" projects

On the project overview page it would be nice to be able to favorite projects and have them appear in the "jump to" drop down. As an admin I need access to all projects but there are certain ones our admins oversee regularly and faster access woul...
Kenani Brandon over 1 year ago in Favorites / Projects (Active and Inactive) 0 Future consideration

Add ability to view uploaded photos from Daily Log Report on mobile

When uploading photos through the mobile app in the Daily Log Report, you can see a list of photos but you can't actually open the photos from that screen. The user has to go to the main photos section to view photos so it can be a bit difficult t...
Dario Tomic about 1 year ago in Linked Files (Projects) / Mobile - Android / Photos / Sage CM Mobile 1 Future consideration

Preference to Import Bills as Pending

We import a large amount of bills to a cost code called Need to code so that the PM can choose which portion of budget to code it to. We would like imported bills to be pending and not approved or have the option of choosing approved or pending li...
Annie Kendrick about 1 year ago in Importing Excel Templates / Vendor Bills 0 Future consideration

Import Schedule Tasks from Estimate Work Items

It would be very helpful and efficient when building project schedules to be able to import schedule tasks from estimate work items.
Guest 6 months ago in Estimating Items / Schedules (Gantt Chart) 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 6 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Add Alternates Section to Subcontracts

Many times our clients would like alternates included in a subcontract so items and prices are locked in if they choose to go with a different product or add additional scope. There should be an area these can be added into Sage Construction Manag...
Kenani Brandon 8 months ago in Allowance Packages / Subcontracts 1 Future consideration

Add a messaging application for internal project use

Instead of having to use external messaging applications (imessage, WhatsApp, Slack, etc) have an internal messaging app so the communication stays within the system and can be referenced in future if required.
Guest 8 months ago in Journals / New Product Integration / UI User Interface Enhancements 1 Future consideration

Scope Templates - Add "Scope of Work" field

Currently, Scope Templates include fields for Inclusions, Exclusions, and Clarifications. However, it would be nice to have Scope of Work as well when using templates for RFP Packages and Subcontracts.
Norman Wendl 8 months ago in Templates & Reports 0 Future consideration