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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 10 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards / Log Style Reports 0 Future consideration

Analytics that include Labor Bill Rates

We mark up our labor. I like to review job cost report with our mark up. The "committed cost overview By resource type" used to let you run the report with labor mark up. It no longer allows that. Can you add back in the option to run reports with...
ron colindres 5 months ago in Detail Financial Analytic 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 10 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 10 months ago in Other 0 Future consideration

Use field crew to assign scheduling task resources

The ability to utilize the crews created for time tracking in the scheduling function
Guest 11 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 11 months ago in Document Viewer / Linked Files (Projects) / User Security Roles 2 Future consideration

Create a service work module

Create a module that is more geared toward service work needs, which might include scheduling, dispatching, service work notes and photos, and tracking material used from company vehicles or stock. It would also be helpful if there was a page show...
Emily Sutton over 1 year ago in Other 6 Unlikely to Implement

Submittal Importing from excel

Being more clear on what is needed for the import to work properly. Had to go back and forth a dozen times before i figured out what is all needed to be filled out as a baseline. I still can't get it to work because it's not recognizing some fields.
Guest 5 months ago in Importing Excel Templates / Submittals 0 Future consideration

Add To Dos to Active Projects Calendar

It would be really nice to be able to create new To Dos on the general/multi-project calendar. The calendar/to dos would be much more likely to be utilized and effective.
Kenani Brandon over 1 year ago in Alerts and Calendars / Project To Do 0 Future consideration

Intacct Reference Default

It would be great to have a defaulted Reference number option in SCM for Prime invoices coming into Intacct. Currently it populates with "Sage CM Prime Invoice #004". For me it would be great if that pulled the job number and then the billing numb...
Guest 5 months ago in Accounting Link for Sage Intacct / Prime Invoices 0 Future consideration