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Added Details to Checklist Reports

When running the report for a checklist, it leaves out details that are entered when creating the checklist (task assigned to _____, and due date). This would be great to include in the report because we could send our Owner's a report showing tas...
Guest 8 months ago in Checklists / Log Style Reports 1 Future consideration

Attaching PDF copies of cost invoices to Prime Invoice for Prime Contracts other than Fixed Price

Attached the cost invoices that make up the Prime invoice in a Cost Plus contract situation. The cost invoices should form part of the package to send to the Owner with the Prime Invoice. Currently when generating a Prime Invoice that is based off...
Bruce Dutnall 4 months ago in Prime Contracts 1 Already exists

allow correspondece to attach link w/o extra step

currently in order to link a journal, RFI or submittal record it would first have to be saved as a PDF/DOC linked file. If that record was auto saved as a linkable file it could remove this extra step
Guest 12 months ago in Journals / Linked Files (Projects) / RFI / Submittals 0 Future consideration

Sage CM Mobile - Tap on linked files should open the file instead of having to swipe to the right

In the sage cm mobile app when trying to view linked files you have to swipe the file name to the right and then click on the eyeball in order to view it. It would be much more intuitive to just click on the file name to open the file and save the...
Jack Speshock 12 months ago in Sage CM Mobile 0 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock 12 months ago in Project Directory / User Properties 0 Future consideration

Filter on Clock In out Data for outside geofence.

Add a filter on the clock in out data for entries outside of the geofence. This way we can review instead of going through all of them to check.
Guest 12 months ago in HR, Time, and Expenses 0 Future consideration

Export schedules

Enable exporting existing schedules or creating schedule templates.
Guest 4 months ago in Schedules (Gantt Chart) 2 Already exists

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents
Sue Parker 8 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

Add a PO Reference Column in the Bill List feature

Can we add a PO reference Column to the Bill List area of the system?
Guest 8 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 1 Future consideration

Alert approaching 40 hours

It would be helpful to send an alert when approaching 40 hours.
Debbie Idzik 8 months ago in Clock-In / Clock-Out / Labor Timecards 0 Future consideration