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Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles about 1 year ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 2 Future consideration

Access ITB subcontractor lists for archived leads

When you archive a lead, the subcontractor list for it is no longer accessible when setting up a new lead & ITB. We bid many similar projects for different chains of companies. We are not awarded every project, but we want to be able to repeat...
Marc Macialek 13 days ago in ITB (Invitation to Bid) 0 Needs review

Add customer field to Leads list

This would ideally allow the list to filtered/grouped by customer
Matthew Carlisle about 1 month ago in Contact Management / Leads / UI User Interface Navigation 1 Future consideration

Global Mark up Exclude line items

We would like the ability to create a global markup while also having the option to exclude certain line items from the estimate on this mark up during the creation process.
Victoria McCullough 4 months ago in Estimating Items / Markups | Adds | Cuts 2 Future consideration

Link SCM Work Orders to Sage300 Extras

Can you use the SCM Work Order field to populate and/or link to Sage300 Extras? For timecards, the work order field would populate the extra field. Also, when a work order is setup in SCM could it create the extra in Sage300? When an extra is setu...
Deb Kauffman about 2 months ago in Accounting Link for Sage 300 CRE / Work Orders 0 Future consideration

Notify a selected individual when a PO/Subcontract in entered

PM would like to be notified upon a commitment being added/imported
Matthew Carlisle 13 days ago in Procurement 0 Needs review

Ability to hide colums like materials, labor, sub, and create user fields

I would like you all to consider having the ability to hide colums on budgeting and estimating and the ability to create user defined ones.
Guest 14 days ago in Estimating Items / UI User Interface Enhancements 0 Future consideration

Change default templates to custom templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...
Jo Steiner about 1 year ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing
RJ Delagarza 7 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

Add ability to upload more than 10 photos on mobile

We have superintendents that are using the mobile app and are taking more than 10 photos of the site on most days. Can we increase the limit to allow more photos to be uploaded at a time. It can be annoying for them to have to do 5-6 separate uplo...
Dario Tomic over 1 year ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration