All ideas

Add more detailed user permission settings so that only Admin users can delete items. Regular users should not have the ability to delete drawings, files, or other important data.

I have a couple clients asking for this as the Cost Code/Owner Code name is not the best field to sync to the Contract Line Name in Intacct. Current workaround is to edit the line names in Intacct after sync which is not sustainable if the work is...

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...

There was an edit button that gave you the option to close an approved project. Now the workaround is to lock the project in approval and lock status section so in the project list it shows locked but not closed. We would like to be able to still ...

I see in Procurement, the "PO Status Summary" link provides a summary by vendor on what has been approved, invoiced, and paid. Is there a total project specific report on job cost by code that includes a column for "paid". The ones I have only hav...

Currently, when creating a prime invoice, it assumes a specific retainage for each line item. We have items, like General Conditions, Contractor fee, Arizona TPT tax, where retainage is NOT held. This prevents us from using the Prime invoice featu...

Allow bills from SIC to sync into SCM. Bi-directional syncing

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...

Update the digital payment for customers to resemble quickbooks. Currently digital payments options require too many steps. An email must be created manually with a link embedded in the email. Once clicked the link directs to a page where customer...