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Intuitive one screen estimating

Could we get an estimating module that is not a chore to use. One screen or less as a moto. Currently, to enter one line item on an estimate it takes 4 different screen and windows before you are able to enter a price. And you have to do this for ...
Ben Walters about 1 year ago in Estimating Items / UI User Interface Navigation 0 Future consideration

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 almost 2 years ago in Projects 2 Future consideration

Should be able to open Expenses or Bills in new Tab

You Should be able to open Expenses or Bills, Timecards etc in new tab. Can make changes and then go back to your list and make more changes
Guest about 1 year ago in Workflow 5 Already exists

Allow "Enter" to initiate Global Search

When using Global Search, you currently enter your search criteria and click Search. It would be useful, and one less click to have the option to click Enter and it initiates the search feature.
Dawn Parents about 2 years ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Project Linked Files accessible on mobile app

Would be helpful to be able to access project linked files (like logistics plans, sketches, etc) on mobile device.
Guest about 2 years ago in Sage CM Mobile 2 Already exists

Set billable/not billable default

Most misc expenses, bills, and invoices on lump sum contracts should be billed to a JCC when they are part of the main scope of the project. These types of items would be non-billable. But it seems that the SCM default is "billable". It would be h...
Marc Macialek about 2 years ago in Cost Plus With GMP / Cost Plus Without GMP / Labor Timecards / Misc. Expenses / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

PO CO Workflow

There are no workflow options available for PO COs.
Victoria Edenfield Hurd 9 months ago in Contracts and Procurement Workflow / PO CO, POCO, Purchase Order Change Order / Purchase Orders 1 Planned

Time Card Questions before clocking out

Our other timeclock app allows us to add customized questions before the employee can clock out. "Were you injured today" "Did you witness anyone else get injured today" "Did you arrive at work sober from alcohol and drugs". etc. These have proved...
Wayne Martin almost 2 years ago in HR, Time, and Expenses 0 Future consideration

Allow grouping of estimate by owner code

Many of our larger customers provide templates as to how they wish for their estimates to be broken down. These templates include line items with specific descriptions. Upon project award, these same line items and descriptions become the basis fo...
Carl Lyles almost 2 years ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Auto Populate SubInvoices by cost code within New Prime Invoice

After entering all of my sub invoices for the current period. Having to 'manually' reenter these costs by cost code division with a new prime invoice is double work when all of this information exists. It would be nice to be able to have a drop do...
Guest about 2 years ago in Prime Invoices / Subcontract Invoices 0 Future consideration