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WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest 11 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 4 months ago in Detail Report Templates 2 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 11 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith 5 months ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices 0 Future consideration

Daily Log Reports

Currently the system only allows you to run reports for a single week or month at a time. Can you create a report that combines logs from several weeks or months to avoid having to generate multiple reports?
Guest 11 days ago in Daily Log (Daily Report) 0 Needs review

Create Prime Invoice by Owner Code

It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Guest 3 months ago in Prime Invoices 3 Already exists

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator
Matthew Carlisle 3 months ago in Submittals / UI User Interface Enhancements 1 Future consideration

Link Cost Database to Sage Intacct Inventory Items

Link Cost Database to Sage Intacct Inventory Items so that items and Pricing updates maintained in Sage Intacct can be updated in SCM for estimating purposes.
Deborah Lastro about 1 year ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 Future consideration

Downloading/viewing linked files from the app

In the app, you can see linked files (attachments) exist, but you cannot open them. Being able to review submittal/RFI comments on the app would be beneficial in the field.
Graham J 6 months ago in Linked Files (Projects) / Sage CM Mobile 4 Future consideration

Option to hide internal contacts on drop downs

When selecting Suppliers and Subcontractors on drop downs it would be nice to hide internal contacts from the list. Example ITB and RFPs.
Matthew Carlisle 3 months ago in Contact Management 0 Needs review