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Cost code to premade item list

Could you code a simple option on the items tab to make an item out of every cost code selected for the estimate? Currently you have to manualy choose each one to create the item list. Most estimates are 70+ items long. you could save us so much t...
Ben Walters 7 months ago in Estimating Items / Job Cost Codes / Work Items 1 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 over 1 year ago in Cost Plus Without GMP / Prime Contracts / UI User Interface Enhancements 4 Future consideration

Submittal Renumbering

Add submittal renumbering so that insertions and deletions don't require manual renumbering of every item. Feature would be similar to that the Estimating interface when renumbering Estimate Items: Select all Items. Choose Bulk Action Check Box: R...
Guest 7 months ago in Submittals 0 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 over 1 year ago in Misc. Expenses / Mobile - Android / Mobile - Apple 0 Future consideration

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest about 1 year ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

Estimate Global Markup - New Options

New Global Markup Distribute/Hide Option (New): Distribute Global Markup Across All Cost Codes (Hidden) Show Global Markup at bottom of Proposal Show Global Markup in particular Cost Code Section (This would require the user to select a cost code.)
Norman Wendl about 1 year ago in Markups | Adds | Cuts 0 Future consideration

Internal and TeamLink Security Roles - Add property to allow Annotations in the Document Viewer

No description provided
Norman Wendl about 1 year ago in Document Viewer / Teamlink User Roles / User Security Roles 0 Future consideration

Work Order - Track Previously Imported Committed or Cost To Date Transactions

When committed or cost to date transactions are imported into a Work Order, the system does not check if the transaction already exists. As a result, expenses are doubled up.
Norman Wendl about 1 year ago in Work Orders 0 Future consideration

Add Classification to Prime Contracts

We need to be able to add Classification to Prime Contracts in order to Map the different income accounts within the same Project. Is there any way to get back to me to see if this is feasible in the near future? We we're hoping to get this done i...
Guest about 1 year ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

MS Excel Versions

Could you please enable templates with the latest version of MS Excel? We (and many others) use proven excel models for pricing/estimating projects. It would be very helpful if the estimate templates for Sage were in the latest version of MS Excel...
Dan Skinner about 1 year ago in Estimating, RFP, Proposals (Pre-Construction) / Importing Excel Templates 0 Future consideration