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Differentiate between Lead # and Project # for alerts on the SCM homepage

Currently the alerts section of the homepage has a column titled "Project #". When using checklists for example, it is not easy to distinguish if the number is however a lead # or project #. Ideally, there would be a separate column for project # ...
Carl Lyles 4 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

"Jump To" feature on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.

It seems like the "Jump To" feature should show on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.
David Holler over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Ability to enter in one accounts payable invoice allocated to multiple projects.

Ability to enter in one invoice allocated to multiple projects. Eg. mobility cellular invoices, courier invoices, credit card transactions, etc.
Guest 6 months ago in Vendor Bills 0 Future consideration

Add a margin to individual items in an estimate

Would like to be able to select the Margin percentage from the drop down of an individual items cost type.
Stacey Leary 2 months ago in Estimating Items 1 Future consideration

Clock in/out notifications

Add notifications to the app when a user arrives inside a project geofence to clock in and when they leave to clock out. Also a notification to managers when field staff clock in/out outside a projects geofence area
Tim Smith about 1 year ago in Clock-In / Clock-Out / Feature Settings 0 Future consideration

Attaching PDF copies of cost invoices to Prime Invoice for Prime Contracts other than Fixed Price

Attached the cost invoices that make up the Prime invoice in a Cost Plus contract situation. The cost invoices should form part of the package to send to the Owner with the Prime Invoice. Currently when generating a Prime Invoice that is based off...
Bruce Dutnall 2 months ago in Prime Contracts 1 Already exists

Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory

There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...
Carl Lyles 7 months ago in Checklists / Project Directory 0 Future consideration

Support HEIC File Uploads to Photos

We are seeing more HEIC photo files, but Sage does not support this file type. At a minimum the user should get an error message that tells them this type of file is not currently supported. When trying to drag this file from desktop to the Upload...
Jessica Whyde about 1 year ago in Linked Files (Projects) / Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Feature to hard stop PO Bill from exceeding PO amount

There is currently no option to prevent a PO from being Over-invoiced in Sage CM. There is only a warning to alert the user when they are entering an invoice that exceeds the PO amount. When this occurs and the users accepts the warning in Sage CM...
Shiva Muthuswamy 11 months ago in Procurement 1 Future consideration

Export schedules

Enable exporting existing schedules or creating schedule templates.
Guest 2 months ago in Schedules (Gantt Chart) 2 Already exists