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    New CPR, CO and SCO Status Options

    New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...
    Norman Wendl over 1 year ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

    Allow Financial Administrator role to unlock transactions

    Currently only users with "Administrator" role can unlock locked transactions. Would be nice if the Financial Administrator role could also do this. For example if there is an error when a transaction is exported they are not able to unlock the tr...
    Jack Speshock 8 months ago in Company Settings / User Security Roles 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

    Add equipment type to equipment item import

    Currently when you import equipment items they all come in as rented, you have to go into each item through the ui and change them to owned
    Jack Speshock 8 months ago in Equipment Items / Importing Excel Templates 1 Unlikely to Implement

    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 almost 2 years ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

    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

    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 over 2 years ago in Prime Invoices 0 Future consideration

    Recycle Bin for deleted items

    Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
    Aimee Boehm over 1 year ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration

    uninitiated bills on dashboard

    Put a section on the home page/dashboard that shows unintiated bills.
    Sue Kelly over 1 year ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration