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Add an action of SEND TO ERP

There are MANY times when the "workflow" has been approved, but then we send a subcontract, PO, Bill, Invoice, etc. for eSignature and we get a request for revisions or corrections. If the workflow was already approved, the item automatically send...

Saraya Kingsley 5 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) 0 Future consideration

1 VOTE

Rearrange estimate codes

Please implement a feature that allows you to rearrange the estimate cost code by dragging; the method you have now is very inefficient.

Guest 5 months ago in Estimate Cost Codes (WBS) / Estimating Items 0 Future consideration

2 VOTE

Safety Dashboard

Prospects are looking for company wide dashboard on safety and additional reporting regarding the OSHA 300 logs. There should be at a minimum a multi-project report for safety incidents when needing to compile OSHA 300. Also should have multi-proj...

Sue Parker 11 months ago in Log Style Reports / Safety Incidents 1 Future consideration

2 VOTE

Project Name and location on Workflow approvals

When reviewing a subcontract workflow, I really need the name of the project and location on the screen so I can verify that we have everything set up correctly for that state. I am currently having to pull up another screen to search the project ...

Guest 11 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

3 VOTE

Prime Contract Invoice Combine CO Items with matching SOV Items

On the Prime Contract Invoice Wizard - Select Add Item Details Method; it would be helpful to have an option that combines the CO item with the original SOV. Essentially just increasing the SOV line rather than billing separate or on separate lines.

Sondra Hall over 1 year ago in Prime Contracts / Prime Invoices 0 Future consideration

2 VOTE

Ability to Change Order Out Held Retainage.

When a subcontract warrants retaining the retainage either in whole or partial for a subcontractor to cover damages, repairs by others, etc., there is not currently a way to account for that other than leaving an open balance in SAGE. It would be ...

Dawn Parents 11 months ago in SCO 1 Future consideration

1 VOTE

Subcontractor Daily Report

Many requests for subs to be able to upload and/or submit their own daily reports to the GC. Upload through the portal maybe?

Sue Parker 6 months ago in Daily Log (Daily Report) / Teamlink Portal (General) 0 Future consideration

2 VOTE

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents

Sue Parker 11 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

2 VOTE

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 11 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 1 Future consideration

3 VOTE

Add classifications to approval workflow conditions

It would be nice to be able to condition approval workflows by classification field values. We have two different sub departments in our construction department. Those two departments have different department heads that need to review Contracts/I...

Dario Tomic over 1 year ago in Contracts and Procurement Workflow 3 Future consideration

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