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Scope of Work Always Expanded

Scope of Work section should always be visible by default, without requiring the user to click to expand it in all tools. This will help prevent the overlooking of the important details, improves workflow efficiency and ensures greater visibility ...
Amery Scott about 2 months ago in Prime Contracts / Subcontracts / UI User Interface Enhancements 2 Future consideration

Enhancement for Security Roles

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.
Adrianna Johnson 12 months ago in User Properties / User Security Roles 8 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 5 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

Ability to add Company Classification WHILE adding new company to Contact Management.

When adding a new company to Sage, you input all of the address, contact info, etc. It would be more natural to also choose company Classification at this stage. As it stands, you have to fully add the company AND THEN you can assign classificatio...
Will Benhardt about 2 months ago in Contact Management 0 Needs review

Create ability to select Phase for commitments sent to Sage 100/300

I have clients who use the phase function in 100 (and I heard this is similar in 300) to track their costs more narrowly and they indicate that not being able to track costs like this is a potential deal breaker. I could see globally-created categ...
Sean Coffman 20 days ago in Accounting Link for Sage 100 Contractor 0 Needs review

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest 11 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Submittal Item Additional Tracking Fields

Would it be possible to add the following fields: Release Date, Estimated Ship Date, Actual Ship Date.
Adam Clark about 1 month ago in Submittals 0 Needs review

Ability to pull Purchase Order Items into Submittal Items

Some handy fields already exist on each submittal item. It would be incredibly useful if you were able to pull in approved purchase order items into the submittals (similar to daily logs). Additionally, could the Actual Delivery Date field be a ty...
Adam Clark about 1 month ago in Submittals 0 Needs review

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 11 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 4 months ago in Detail Report Templates 2 Future consideration