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Separate/Itemize Burden Types in Custom Reports

Currently, all types of burden are lumped together and reported as one number. It would be great to be able to report various burden types (e.g. Workers Comp) with separate accumulators for each type of account-specific burden created in Feature S...
Matt Evers 8 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards / Log Style Reports 0 Future consideration

Expand Webhook Triggers

It would be really nice if there were more webhook triggers added to the developer space. Right now, we only have Company, Contact, Lead and Projects being created triggering webhooks. It would be nice to have this added to other parts of Sage CM ...
Dario Tomic 8 months ago in UI User Interface Enhancements 0 Future consideration

Expand Open API Capabilities

The open API is quite limited at the moment. There is no access point to leads whatsoever. Creating projects via the API would also be a good piece to add.
Dario Tomic 8 months ago in Other 0 Future consideration

Add ability to track Activity by Subcontractor to Daily Logs

The main thing we want to track in Daily Logs is subcontractor activity. I’m not interested in their hours, and we don’t have employees hours to track. But I would like a pull down menu of our Subs/Vendors so I can pick one and write a sentence ab...
Guest about 1 year ago in Daily Log (Daily Report) 1 Future consideration

Be able to transfer or journal a single amount from one contract to another, within a project.

Example: all the costs for fencing went into one contract to work out the cost per linear metre, then we wanted to allocate costs across several contracts according to the lengths of fencing on each. Example: we are billing multiple clients for on...
Guest 4 months ago in Prime Contracts 0 Future consideration

Ability to rename a photo album

It would be helpful to easily rename, delete albums, and protect entire albums. At a minimum can we rename an album instead of having to create an entirely new album?
Kenani Brandon about 1 year ago in Documentation 1 Already exists

Use field crew to assign scheduling task resources

The ability to utilize the crews created for time tracking in the scheduling function
Guest 9 months ago in Feature Settings / Labor Timecards / Schedules (Gantt Chart) 0 Future consideration

Control who can annotate in document viewer

Be able to control who can annotate drawings, specs, photos, etc in the document viewer.
Jack Speshock 9 months ago in Document Viewer / Linked Files (Projects) / User Security Roles 2 Future consideration

Line out Subcontract Change orders beneath the Subcontract in reports.

It would be very beneficial to have any subcontract change orders visible with in the subcontract. Specifically in the Reports Module, and report "Subcontract items grouped by Prime, Status and Cost Code. then you are able to see the entire picture.
Mike Just 4 months ago in Reporting / Analytics 0 Already exists

Project Name and Number need to be at the top of each and every page, especially when going into the reports. It makes navigating impossible otherwise

With many tabs and reports open, if you look away for a min. you have no idea which project you are even looking at anymore and have to start the process over, or sort through to find your originating tab.
Mike Just 4 months ago in UI User Interface Navigation 0 Future consideration