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    Track Chamges/Edits

    Provide a tab listing edits and changes to fields across the various forms- Example- a Superintendent accidentally deletes or modifies field in a CPR, thus changing key financials- Currently no record exists of these changes, leading to many poten...
    Guest about 2 months ago in  0 Needs review

    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 almost 2 years ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 Future consideration

    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 about 2 years ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

    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 10 months ago in Settings / User Properties / User Security Roles 0 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

    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

    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

    Cost Code tooltip show description on view screens

    Request: Enable cost code descriptions to appear in tooltips on all view‑only screens, matching the behaviour already available on edit screens. Current Behaviour: On view screens in all modules, hovering over a cost code displays only the gener...
    Tim Smith 19 days ago in Job Cost Codes 0 Needs review

    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