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Ability to "favorite" projects

On the project overview page it would be nice to be able to favorite projects and have them appear in the "jump to" drop down. As an admin I need access to all projects but there are certain ones our admins oversee regularly and faster access woul...

Kenani Brandon over 1 year ago in Favorites / Projects (Active and Inactive) 0 Future consideration

2 VOTE

Increase size and storage capacity in photos

Please consider increasing the size and storage for uploading photos.

Micah Will 7 months ago in Documentation / Linked Files (Projects) / Photos 0 Future consideration

3 VOTE

Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory

There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...

Carl Lyles 10 months ago in Checklists / Project Directory 0 Future consideration

5 VOTE

Add a quantity field for Locations that can be used as a factor in the estimates

We're a GC in the hotel renovation business and when we prepare our estimates, we break it down by room types, which would be equivalent to locations in SAGE CM. Examples would be "Typical King Rooms" or "King Suites" or "King ADA Rooms" or "Typic...

Beverly McKay over 1 year ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

4 VOTE

Copy a role to create a new role in TeamLink Portal Settings

When creating a new role in Teamlink Portal Settings, would like the ability to copy a role so that all we have to do is add or remove items instead of creating from scratch.

Guest about 1 year ago in TeamLink Portal 0 Future consideration

1 VOTE

Add an action of SEND TO ERP

There are MANY times when the "workflow" has been approved, but then we send a subcontract, PO, Bill, Invoice, etc. for eSignature and we get a request for revisions or corrections. If the workflow was already approved, the item automatically send...

Saraya Kingsley 3 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) 0 Future consideration

1 VOTE

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 3 months ago in Estimate Cost Codes (WBS) / Estimating Items 0 Future consideration

2 VOTE

Granular level security - cost code or type

Prospects are requesting the ability to restrict access to cost codes and/or cost types for various reasons. Some charge incentives to cost codes on a project and don't want PM/Super to have access to this information. Others have issues with role...

Sue Parker 7 months ago in Job Cost Codes / User Security Roles 1 Future consideration

6 VOTE

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.

Guest over 1 year ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

4 VOTE

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...

Guest about 1 year ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

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