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Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable

Tim Smith about 1 year ago in Detail Report Templates / Meetings / Safety Meetings 1 Future consideration

2 VOTE

Prime Contracts

Combine Lump Sump and Cost Plus items on the same Prime Contract

Gilbert Sanchez 9 months ago in Prime Contracts 1 Future consideration

2 VOTE

Add Option to Create CO and Create Prime Invoice from Actions when in Prime Contract

It would enhance the UI if when in the Prime Contract to have the ability to navigate to add change order (Add CO) or create prime invoice from the Actions drop down. This would streamline the flow and add a smoother flow and less navigation clicks.

Dawn Parents 9 months ago in CO / Prime Contracts 0 Future consideration

1 VOTE

Employee - Set default Labor code

Set a default labor code for the employee, when this employee is referenced on a labor timecard it should default to this code

Jack Speshock 5 months ago in Employees (Active or Inactive) / Labor / Craft Codes / Labor Timecards 3 Future consideration

3 VOTE

Global Dashboard

Global dashboard for Project manager, owner, and etc.

Guest about 1 year ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration

3 VOTE

"Smart" Estimated Finish Date Calendar

This would benefit any user that is entering start/finish dates in any section of Sage that utilizes the calendars, and would improve user efficiency. When an Est. Start Date is selected several months in the future, the calendar for the Est. Fini...

Jessica Whyde about 1 year ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

3 VOTE

Make Sage CM PO / Subcontract Document ID the Sage Intacct Document Number

When exporting Purchase orders and Subcontracts to Sage Intacct, the transaction definitions are required to use a sage intacct numbering sequence. The Sage CM document ID is referenced in the reference field. This causes confusion when trying to ...

Jack Speshock about 1 year ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 0 Future consideration

1 VOTE

Have project size be a bookmark in all detailed report templates OR have a size cost rate

I have some clients that like to display costs in cost per sf, which is possible only in the estimate detailed reports, due to the EstimateSize bookmark being present. Having the bookmark accessible in other reports or having a separate cost/sell ...

Sean Coffman 5 months ago in Detail Report Templates 1 Future consideration

2 VOTE

OCR tool scan lines link to existing PO items

Where this would be useful is if you want the specific detail from the supplier Bill in the Bill info in SageCM but the PO may have been less detailed or even a lump sum figure. Currently if scan a bill using OCR and its for an exiting PO and you ...

Tim Smith 9 months ago in OCR / UI User Interface Enhancements 0 Future consideration

2 VOTE

Associate a Bill item to an existing PO item

This would be useful where someone has entered a bill directly not realising it was for a PO. This causes a double up of committed costs due to the PO and Bill no PO both being committed. If discovered during analytics the solution is to either de...

Tim Smith 9 months ago in Purchase Orders / Vendor Bills 0 Future consideration

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