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Project Name and location on Workflow approvals

When reviewing a subcontract workflow, I really need the name of the project and location on the screen so I can verify that we have everything set up correctly for that state. I am currently having to pull up another screen to search the project ...
Guest 8 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Interim Prime Contract Status Between Approved and Approved and Closed

When a project is completed and pending final closure, additional cost and time may not want to be added to the project/prime contract. Interim codes such as Pending Close and Approved for Close on prime contracts would have the properties that do...
Dawn Parents over 1 year ago in Prime Contracts 0 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest over 1 year ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration

Have a global setting for setting cost codes as either numeric or alpha numeric

In the process of connecting accounting platforms to SCM clients are having to make decisions about their cost codes based on SCM cost codes being alpha numeric. This leads to rehauling cost codes or having them show up in a "weird" order in SCM. ...
Sean Coffman 4 months ago in Job Cost Codes 0 Future consideration

allow correspondece to attach link w/o extra step

currently in order to link a journal, RFI or submittal record it would first have to be saved as a PDF/DOC linked file. If that record was auto saved as a linkable file it could remove this extra step
Guest 12 months ago in Journals / Linked Files (Projects) / RFI / Submittals 0 Future consideration

Sage CM Mobile - Tap on linked files should open the file instead of having to swipe to the right

In the sage cm mobile app when trying to view linked files you have to swipe the file name to the right and then click on the eyeball in order to view it. It would be much more intuitive to just click on the file name to open the file and save the...
Jack Speshock 12 months ago in Sage CM Mobile 0 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock 12 months ago in Project Directory / User Properties 0 Future consideration

Filter on Clock In out Data for outside geofence.

Add a filter on the clock in out data for entries outside of the geofence. This way we can review instead of going through all of them to check.
Guest 12 months ago in HR, Time, and Expenses 0 Future consideration

Ability to Change Order Out Held Retainage.

When a subcontract warrants retaining the retainage either in whole or partial for a subcontractor to cover damages, repairs by others, etc., there is not currently a way to account for that other than leaving an open balance in SAGE. It would be ...
Dawn Parents 8 months ago in SCO 1 Future consideration

Financial Report Toggle for Tax or No Tax

Not all reports can be generated without Tax. In Canada, we do not include tax in job cost reporting. So when tax is included in the revenue reports, but not in the cost reports, it causes confusion and/or lots of messing around in Excel to get al...
Guest over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 Future consideration