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Copy submittal items to resubmission

When initiating re-submittals the submittal items should copy over to the re-submission so you don't have to type out all the submittal items again. This is highly inconvenient and inefficient.
Micah Botica 5 months ago in Submittals 4 Already exists

Update Project Record in Intacct to billable type

The billable type in Intacct drives a lot of functionality especially when it is a T&M project. It would be awesome if SCM could update this on the project record (as well as check the billable checkboxes for AP and PO and employee expenses.
Jo Steiner 5 months ago in Accounting Link for Sage Intacct / Cost Plus With GMP / Cost Plus Without GMP / Prime Contracts 2 Already exists

G702 & G703 Creation/ Custom Report Template

We use the G702 & G703. It would be nice to be able to create that in Sage CM for a specific prime invoice time period, not necessarily per prime invoice. Or be able in the custom report builder to have the G702 & G703 as a template to be ...
Trina Lapena 11 months ago in Detail Report Templates / Prime Invoices 3 Already exists

Access PO's and Bills from Vendor/Company Profile

DISREGARD - I found out how to get there. From an overall perspective, it would be helpful when you're in a vendor's "Company Profile" to be able to see PO's and/or Bills that might apply to that vendor across all projects. Seems like it would be ...
Beverly McKay 11 months ago in Contact Management 1 Already exists

Create a Bookmark for CPR Due Date

There is an area in the CPR module that you can enter the Proposal Completion Due Date. We need this to appear on the CPR report we send to our Owners. Please make a bookmark that would allow us to add this to our custom reports so Owners know whe...
Kenani Brandon 11 months ago in CPR / Templates & Reports 0 Already exists

Teamlink Portal - Add leads

Currently leads do not show up in the teamlink portal for users using authentication method 2
Jack Speshock 6 months ago in Teamlink Portal (General) 2 Already exists

Quotation / Leads 30 day terms

There is no where in the leads matrix to provide a 30 day expiry terms for the validity of lead. currently we have to manually enter the date within the lead from the date of the lead produced to notify our customer that the date of the lead is on...
Guest 8 months ago in Leads (Active or Intactive) 1 Already exists

Set default screen when opening SCM

Currently when you open SCM it takes you to the home screen that lists your alerts. I have a customer who is requesting the ablility to change this to the project list.
Jack Speshock 9 months ago in Projects 2 Already exists

Edit 'Expense Type' and 'Expense Payment Type' Lists

We seem to have lost the ability to edit the 'Expense Type' and 'Expense Payment Type' lists in settings. Only 'Add' is available. Can this be added back? It would also be nice to archive or delete previous expense types (it won't allow deletion o...
John Drinkwater 9 months ago in HR, Time, and Expenses 2 Already exists

Price edibility on the estimate items screen, once "edit all" is selected

Client would not have to drill down into each individual Cost Code in order to edit the cost rate. Would save the client lots of time.
Patrick Sheppard 10 months ago in Estimating Items 1 Already exists