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Job Set Up-Internal Stakeholders Customizable Roles

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...
Molly Toledo 6 months ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

SCM Test Environment

I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...
Guest 3 months ago in Accounting Links / Settings / UI User Interface Enhancements 0 Future consideration

Audit Log Enhancement

It would be great if we could run a report that shows the audit log of changes or additions to records in the system. Currently, we have to drill down into the record to view who added it/changed it. I'd like the capability to run a report with al...
Jo Steiner 7 months ago in Reporting / Analytics 1 Future consideration

Organize Drawing by Area

My projects have multiple area's under the same contract. For example Building 1 , Building 2, Civil, & City improvements. Right now there is no way to create a sub folder under drawings (at least that I can see). So when I open my drawings al...
Preston Sciarrillo about 1 month ago in Drawings / Drawings, Specifications & ITBs / Linked Files (Projects) 0 Future consideration

For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered

I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...
Guest 3 months ago in Companies / Contact Management / UI User Interface Enhancements 1 Future consideration

Daily Log - Ability to email from Sage CM Mobile App

Be able to send daily log detail report from the sage cm mobile app.
Jack Speshock 3 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / New Email Features & Email Browsing 0 Future consideration

Multientity Email Templates

Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm
Ariel Johannes 4 months ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
Guest 3 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 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 5 months ago in Contracts and Procurement Workflow 0 Future consideration

Make project groups able to to be copied from a different project

No description provided
Guest 16 days ago in Correspondence / Project Directory / Project Groups 0 Future consideration