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Add a Quick Note to a project

within the project, there should be an option to add a "quick note" into a project, like a cheat sheet next to the "Edit button" (right top corner), within the project.
Blesson Mannil 3 months ago in Projects 0 Future consideration

Delete or Modify Default Teamlink Security Roles

Default Teamlink Security roles cannot be renamed or deleted? Users should be able to Delete, or if not, at least rename the default roles because they cannot be changed; Changes to default Teamlink Security roles cannot be saved. So if someone wa...
Guest 3 months ago in Teamlink User Roles 3 Already exists

Hyperlink in Sage Intacct that goes to Sage CM record

Create a field in sage intacct, that field gets populated with record specific url for the sage cm record. This would allow someone who is in sage intacct to open up the record in sage cm to see any linked files or additional information.
Jack Speshock about 1 year ago in Accounting Link for Sage Intacct / Linked Files (Projects) 3 Future consideration

Primavera P6 Uploads

Please provide the ability to upload Oracle Primevera P6 files. We use that software for scheduling and right now we have to convert our schedules to a Microsoft Project file to upload the schedule in Sage PM and this is inefficient.
Guest 3 months ago in Schedules (Gantt Chart) 0 Future consideration

Bulk change to Labor cards add CO

need option to add CO to labor cards using the bulk add option
Guest over 1 year ago in HR, Time, and Expenses 3 Future consideration

Sent Email Details - Message Content & Attachments

Currently, there is no record in Sage that shows users the content of the message that was sent or any attachments that may have been included. Even if you happened to be copied on the message that was sent, this still means you need to try to tra...
Jessica Whyde over 1 year ago in New Email Features & Email Browsing 1 Future consideration

Adding Project Name To All Modules

Attached screenshot shows an area for improvement, adding the project name to all screens next to project #. Going in and out of modules and various office interruptions, sometimes if you forget which project you are in, you have to save where you...
Victoria Edenfield Hurd 8 months ago in Client Contract Admin / UI User Interface Enhancements 0 Future consideration

Due Date on Submittal Page

Can you please add the 'Due Date' to the front page of each submittal? There isn't a location to find out the assigned due date after it has been created.
Jessica Carbone 8 months ago in Submittals 0 Future consideration

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.
Norman Wendl about 1 year ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

Making a detailed Audit Trail Report

This would allow me to see the exact changes that were made by each user that has access to certain steps in the billing process.
Guest over 1 year ago in Reporting / Analytics 0 Future consideration