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Excel import Bill status

Have a similar option to timecard import for import as pending or have a Status column for Approved/Pending in the import file Currently if import a Bill from Excel it imports as Approved unless you have workflow turned on. If you don't have a for...
Tim Smith 10 months ago in Importing Excel Templates 0 Future consideration

Multiple Currencies

Can we have the ability to choose if our vendors and/or clients are US $, CDN $ or otherwise? We deal with all and would like to be able to choose what currency we pay or invoice in!
Guest 10 months ago in Companies / Company Settings 0 Unlikely to Implement

Cross Project Reports for Clock In Clock Out Data -Total by Hours

The Cross Project reports for clock in and clock out data total by minutes. Very confusing. How about totaling by hours?
Annie Kendrick 5 months ago in HR, Time, and Expenses 0 Future consideration

Set default filters in mobile app

Currently when viewing lists in the sage cm mobile app, the filter defaults to Current Project - Open - My Items (for punchlist items). Users want the option to change these to default to Current Project - All
Jack Speshock 5 months ago in Mobile - Android / Mobile - Apple / Projects (Active and Inactive) 0 Future consideration

Set default workflow type for RFI's

Have the ability in feature settings to set a default workflow type for RFI's
Jack Speshock 5 months ago in Feature Settings / RFI 0 Future consideration

Create a CPR, CO, or SCO from an Correspondence > Issue

Issues have an Financial Impact field that acts as an estimate or sorts. This could easily convert to a CPR, CO, or SCO. This would also provide a continuous connection to supporting correspondence and documentation for the CPR, CO or SCO.
David Holler 10 months ago in Issues 0 Future consideration

Autodesk Revit File Viewer

When we upload an Autodesk Revit RVT file, we want to be able to see it in the preview.
Guest 5 months ago in Drawings, Specifications & ITBs 1 Future consideration

Picture Quality

It would be nice to have the option in the Contract Management App to not reduce the picture quality when taking a picture from inside the app.
Guest 5 months ago in Photos 0 Future consideration

Show release date on drawing revision details screen

On the drawing revision details screen add a column for release date
Jack Speshock 5 months ago in Drawings, Specifications & ITBs 2 Future consideration

Change order (Variation) Cost plus type - track previously imported items

When you import associated cost to date (or committed costs) to a Change Order then each time you run the import it adds all associated items even if they were previously imported to the CO causing double ups that you then need to find and delete....
Tim Smith 5 months ago in CO 0 Future consideration