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Ability to group Purchase Order Line items and Subcontract line items

When entering Purchase order line items or Subcontract line items, it will be usefull to allow grouping of Items. As an example: GROUND FLOOR Rough In; Qty = 1; LumpSum; $100,000; Tax Code Finish; Qty = 1; Lumpsum; $50,000; Tax Code FIRST FLOOR Ro...
Shiva Muthuswamy 6 months ago in Feature Settings / Purchase Orders / Subcontracts 0 Future consideration

Mobile App needs a workflow tab

It would be nice if a person could click on a tab in the app that would take them to the Workflow page where they could easily look through and approved or decline items.
Guest 6 months ago in Contracts and Procurement Workflow / Mobile - Android / Mobile - Apple / Time & Expense Workflow 1 Future consideration

Assign Custom Submittal Number When Copying

The copy submittal feature only works if you are using the auto-numbering sequencing as defined in the company settings. If you are customizing each submittal number, the copy submittal feature will not work or will result in a duplicate numbering...
Adam Clark 8 months ago in Submittals 0 Future consideration

Add Weekly Log Reports

We can currently fill out Daily Log Reports in SCM. It would be nice to have a weekly report that can be used to summarize the progress for the week. The weekly report would just allow a user (usually the PM) to enter a summary and concerns/notes ...
Dario Tomic 6 months ago in Documentation 0 Future consideration

NZ/AUS need option to 'Schedule out' payment claims from subcontractors

In NZ/AUS we need the ability to adjust subcontractor payment claims (under subcontractor invoices) with comments as to why their claim was adjusted. There needs to be a comment field per line item, and a bookmark that references this in the mail ...
James Arrowsmith 8 months ago in Journals / Subcontract Invoices / UI User Interface Enhancements 1 Future consideration

Keep Map info after converting time

Currently we are able to see clock in and out on the map but we are not able to see it after we convert time. Is there a place we can still see the clock in and out on a map?
Debbie Idzik 6 months ago in HR, Time, and Expenses 1 Already exists

Vendors Self Help - forgot/reset password

It would be helpful if vendors could retrieve and reset thier passwords without contacting us
Aimee Boehm 8 months ago in TeamLink Portal 1 Already exists

Schedules linked to leads

It would be useful under Leads if we could link a Schedule under Linked Files.
Guest 8 months ago in Leads (Active or Intactive) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Allow for installing of stored materials

Currently, you can invoice for stored materials, but there is no way to signify on a future invoice that the material was then installed.
Adam Clark 11 months ago in Prime Invoices 0 Future consideration

Add Ability to export a complete submittal (including the actual submittal pages, not just the cover sheet

We would appreciate if a full submittal PDF could be generated from Sage including the content of the attached submittal file, not just the cover sheet
Guest 9 months ago in Detail Report Templates / Submittals 0 Future consideration