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"Smart" Estimated Finish Date Calendar

This would benefit any user that is entering start/finish dates in any section of Sage that utilizes the calendars, and would improve user efficiency. When an Est. Start Date is selected several months in the future, the calendar for the Est. Fini...

Jessica Whyde 12 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

3 VOTE

Make Sage CM PO / Subcontract Document ID the Sage Intacct Document Number

When exporting Purchase orders and Subcontracts to Sage Intacct, the transaction definitions are required to use a sage intacct numbering sequence. The Sage CM document ID is referenced in the reference field. This causes confusion when trying to ...

Jack Speshock 12 months ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 0 Future consideration

1 VOTE

Project Analytics Filtering

We need the ability to look at project data over defined spectrums, for instance a PM for a team. This filter capability is vital to have in the project analytics module.

Mike Just 4 months ago in Reporting / Analytics 1 Future consideration

3 VOTE

It would be nice to have the Worker's Comp Field available on the weekly timecard form.

This would allow the Supervisors to access all the information that we need them to fill out.

Guest 12 months ago in Labor Timecards 0 Future consideration

1 VOTE

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 4 months ago in SCO 1 Future consideration

2 VOTE

Ability to Archive old payroll items on individual employees

Ability to Archive old payroll items on individual employees so you don't have to delete them and can keep the old record

Annie Kendrick 8 months ago in HR, Time, and Expenses 0 Future consideration

2 VOTE

Add comments to Major Equipment section of daily logs

Add a comments field to Major Equipment on daily logs. A comment field is available in both the workforce and major material deliveries section but not major equipment

Jack Speshock 8 months ago in Documentation 0 Future consideration

2 VOTE

Email alert system

Have a daily (some sort of schedule) email that goes out to sage cm users listing what due dates they have coming up in the next 7 days. Similar to the alert home screen that you see when logging into sage cm however in an email so users who are n...

Jack Speshock 8 months ago in Projects 2 Future consideration

2 VOTE

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...

Dawn Parents 8 months ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

3 VOTE

Add Option for Estimate Proposal Grouped by Location and Major

It would be helpful if you could also provide an option for Estimate Proposal Grouped by Location and Major, the same as you already have by Location and Division and Location and Job Cost Code

Audrey Peebles 12 months ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration

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