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Update contract classifications in bulk

On a contact if a new classification type is created, then it would be great to be able add to multiple vendors/customers in one go.
Matthew Carlisle 2 months ago in Contact Management 1 Already exists

Convert estimate to project (rather than whole lead)

Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
Matthew Carlisle 2 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads (Active or Intactive) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Revenue Forecasting

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...
Michelle Moffatt 3 months ago in Detail Financial Analytic Reports / Reporting / Analytics 1 Future consideration

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith 7 months ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices 0 Future consideration

Split contacts by Supplier/Vendor & Customer

Having a full list of contacts is confusing it would be better if contacts can be split so they are not mixed together
Vici Plunkett 3 months ago in Contact Management 1 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 about 1 year ago in Contracts and Procurement Workflow 4 Future consideration

Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 6 months ago in Detail Report Templates 2 Future consideration

Downloading/viewing linked files from the app

In the app, you can see linked files (attachments) exist, but you cannot open them. Being able to review submittal/RFI comments on the app would be beneficial in the field.
Graham J 8 months ago in Linked Files (Projects) / Sage CM Mobile 4 Future consideration

Bulk Convert Clock-Ins to Labor Timecards

A way to convert all clock-ins to labor timecards in one UI, rather than having to first select the individual project & project contract
Shana Leader 4 months ago in Clock-In / Clock-Out / Labor Timecards 0 Future consideration

Automatic deduction for time entry

We would like an option to automatically deduct a set time for breaks. Our current system takes off 30 minutes for lunch. Our sites can have poor cell service and having the employees track the start and stopping time for breaks will lead to many ...
Guest 4 months ago in Clock-In / Clock-Out / Labor Timecards 2 Future consideration