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    Automatic Lead/Project Numbering

    With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
    Dario Tomic over 2 years ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

    Change success modals to toast messages

    There are several places in the application where performing an action opens a modal / dialog box that requires clicking the X to close it and this completely disrupts flow within the app. There is nothing special about the modals, no call to acti...
    Andrew Langstone about 1 month ago in UI User Interface Enhancements 0 Needs review

    Assign Multiple PMs to Project

    The ability to assign more than one PM would be useful, as we have both internal and external PM per project.
    Guest about 1 month ago in Contacts 0 Needs review

    Limit Delete Permissions to Admin Users Only

    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.
    Amery Scott 11 months ago in Settings / User Properties / User Security Roles 0 Future consideration

    Sync Description from Prime Contract Original Item to Intacct's Project Contract Line Name

    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...
    Adrianna Johnson almost 2 years ago in Accounting Link for Sage Intacct 3 Future consideration

    Only allow estimates with an "approved" status to be added to prime contract

    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"...
    Carl Lyles over 1 year ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 2 Future consideration

    Show the open subcontract balance on the sub invoices page.

    Right now, two tabs need to be open to verify the remaining subcontract balance when approving invoices. It a column was added to the subcontractor invoice page, two tabs would no longer be required.
    Guest about 1 month ago in Subcontract Invoices 0 Needs review

    Sync Bills from SIC to SCM making bills a bi-directional sync

    Allow bills from SIC to sync into SCM. Bi-directional syncing
    Diane Gennarelli 11 months ago in Accounting Link for Sage Intacct 0 Future consideration

    Prime Invoices & Sub Invoices - Ability to Assign Retainage % to specific job cost codes

    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...
    Trina Lapena about 2 years ago in Prime Invoices / Subcontract Invoices 6 Planned

    Change default templates to custom templates

    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...
    Jo Steiner over 1 year ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration