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    Only allow estimates with an "approved" status to be added to prime contract

    This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
    Carl Lyles about 2 years ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 2 Future consideration

    Change default templates to custom templates

    When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...
    Jo Steiner about 2 years ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

    Reassign Approver on Workflow

    We need the ability to reassign a workflow approver in the middle of a workflow. There are times people are out on vacation or sick and it is holding up our approvals.
    Guest almost 2 years ago in Contracts and Procurement Workflow 5 Future consideration

    Add folder structures to store files in Leads/Projects

    It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...
    Dario Tomic over 2 years ago in Projects 3 Future consideration

    Sync Bills from SIC to SCM making bills a bi-directional sync

    Allow bills from SIC to sync into SCM. Bi-directional syncing
    Diane Gennarelli over 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

    Limit Delete Permissions to Admin Users Only

    Add more detailed user permission settings so that only Admin users can delete items. Regular users should not have the ability to delete drawings, files, or other important data.
    Amery Scott over 1 year ago in Settings / User Properties / User Security Roles 0 Future consideration

    Printing of PO CO's

    It has been requested from several clients to have the ability to directly print a PO CO. Can this please be considered for enhancement like other detail report templates exist today?
    Guest 12 months ago in Detail Report Templates / PO CO, POCO, Purchase Order Change Order 2 Planned

    The Project Manager on the project should be automatically added to the project team.

    The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
    Mark Cadman almost 3 years ago in Contacts / User Security Roles 0 Future consideration

    Delete Bill Types

    In the Bill Types module, you can only add. Our company has grown and is setting up new processes, however, I cannot delete old Bill Types, which only contributes to company chaos.
    Victoria Edenfield Hurd 25 days ago in Vendor Bills 0 Needs review

    Submittals from Spec Book

    Most softwares, like procore and expedition, have the capability to generate submittal logs from a spec book, sage should have this too. In sage's case, we should be able to upload the spec book and the software should generate submittal packages ...
    Cali Huys DS Constructors, LLC 6 months ago in Submittals 0 Needs review