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Organize Drawing by Area

My projects have multiple area's under the same contract. For example Building 1 , Building 2, Civil, & City improvements. Right now there is no way to create a sub folder under drawings (at least that I can see). So when I open my drawings al...
Preston Sciarrillo over 1 year ago in Drawings / Drawings, Specifications & ITBs / Linked Files (Projects) 0 Future consideration

Add sent from filter to list views

Add columns for sent from and sent date to list views, have it populate from teh emails sections of transactions. This way clients can filter their list views by which items have been emailed out of the system.
Guest 8 months ago in UI User Interface Enhancements 1 Future consideration

Ability to reorder columns in List Views

As Intacct allows, can SCM have the Columns on list views able to be moved around for reordering by users so they can see data in the best way for their review.
Guest 8 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Rearrange estimate codes

Please implement a feature that allows you to rearrange the estimate cost code by dragging; the method you have now is very inefficient.
Guest 12 months ago in Estimate Cost Codes (WBS) / Estimating Items 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 over 1 year ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

Ability to save on the "Email Bid Invitation" Screen (ITB)

It would be helpful to be able to save and ITB email in progress. Once you select your vendors from the ITB page and click "Send Invitation", there is no way to save on the "Email Bid Invitation" screen. Just today, I was in the middle of sending ...
Marc Macialek about 1 year ago in ITB (Invitation to Bid) / New Email Features & Email Browsing 0 Future consideration

Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
John Drinkwater about 2 years ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

Implement folders for by drawing type

Allow team portal to have folders for drawings under one project. E.g. Project #1 has Architectural, Structural, etc. Mechanical contractor does not need access to Structural, so would like to have folders that are accessible to the trades and non...
Guest 4 months ago in Drawings 0 Needs review

Adding CPRs to Pending COs

You cannot add change proposal requests to a pending prime contract change order. Should be able to add using the action command within the prime contract change order itself and also using the prime contract change order wizard (a new dropdown fo...
Adam Clark over 2 years ago in CO / CPR 0 Planned

Vendors to see photos grouped together without creating their own Sage account.

When my vendors click on Teamlink they do not see the photos in groups/albums as we have uploaded them. They see them has individual files all together. We would like the albums to show when they click on Teamlink so the hundreds of photos do not ...
Guest over 2 years ago in Photos / Teamlink Portal (General) 1 Already exists