Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 743 of 743

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 10 months ago in OCR / UI User Interface Enhancements 0 Future consideration

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 10 months ago in Purchase Orders / Vendor Bills 0 Future consideration

Add Option for Estimate Proposal Grouped by Location and Major

It would be helpful if you could also provide an option for Estimate Proposal Grouped by Location and Major, the same as you already have by Location and Division and Location and Job Cost Code
Audrey Peebles about 1 year ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration

Add the Meetings module to Leads

For larger projects, there are are often many meetings with the client prior to us being awarded the job. It would be extremely helpful if the Meetings tools were also available under Leads the same way the are under Projects.
Audrey Peebles about 1 year ago in Leads (Active or Intactive) / Meetings 0 Future consideration

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page
Audrey Peebles about 1 year ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 0 Future consideration

Sub invoices billable status export to QuickBooks Desktop

Currently the billable status for labor and bills export to QBD. Please allow the sub invoices to do the same.
Debbie Idzik about 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

Display lead/project number in header when working on Estimates, Subcontracts, etc

There are certain modules in SCM where the lead/project number are not visible in the web page's header. In working on an estimate for example, there is nothing on the webpage that shows which lead the estimate belongs to.
Carl Lyles 5 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Cost plus without GMP Contract has Cost Summary Breakdown

The cost plus with GMP has a nice simple breakdown of cost budgets by resource. Hoping same thing could be added to cost plus without GMP
Tim Smith about 1 year ago in Cost Plus Without GMP / Prime Contracts / UI User Interface Enhancements 4 Future consideration

Additional Fields in Leads for "Lead To Do" assignable to External Collaborators

Can we add "Lead To Do" items so we can require input from Customers/Vendors/other Employees. Having a field where the user can specify another party involved (i.e. other than assigned to) would be helpful. Not looking for Teamlink functionality. ...
Carl Lyles 5 months ago in Leads / Project To Do 4 Future consideration

Billable/Non Billable Toggle in Mobile

Inputting misc expenses in mobile would be better if there was a toggle button to mark the expense billable/non-billable. Most of the receipts we input are non-billable expenses. And the SCM default is "billable". The mobile interface doesn't have...
Marc Macialek about 1 year ago in Misc. Expenses / Mobile - Android / Mobile - Apple 0 Future consideration