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Add classifications to approval workflow conditions

It would be nice to be able to condition approval workflows by classification field values. We have two different sub departments in our construction department. Those two departments have different department heads that need to review Contracts/I...
Dario Tomic 11 months ago in Contracts and Procurement Workflow 3 Future consideration

Total Current Cost of All Estimates

It would be useful to see the total cost of all estimates under a lead or project in the main estimating page view. Headers are currently Estimate #, Estimate Title, Status & Status Date. If there was one more with Estimate Total it would be h...
Aaron Henry 11 months ago in UI User Interface Enhancements 0 Future consideration

Be able to transfer or journal a single amount from one contract to another, within a project.

Example: all the costs for fencing went into one contract to work out the cost per linear metre, then we wanted to allocate costs across several contracts according to the lengths of fencing on each. Example: we are billing multiple clients for on...
Guest 6 months ago in Prime Contracts 0 Future consideration

Put the page number selection and number of entries per page at the top and bottom of the page so you don't have to scroll to the bottom to get to the next page

Everyone would benefit from it. Instead of having to scroll to the bottom of a page to select the next page or a different page, this option should be available at the top of the page
Isaura Clark 11 months ago in UI User Interface Enhancements 0 Future consideration

Allow an administrator to set a password for a user.

In Company Settings > Users > User Information, add a "User Password" field so that an administrator can set/change a password for a user. This would bypass/eliminate the "Click here to reset password" option. When the "Click here to reset p...
Guest 11 months ago in User Properties / User Security Roles 0 Future consideration

Credit invoice into workflow

Currently if you add a return/credit to the system, the PM isn't alerted of this. It would be nice if there was an option in the workflow where these would go in and they could simply click acknowledged or something. As it wouldn't really need app...
Guest 11 months ago in Contracts and Procurement Workflow 2 Future consideration

CO status to add costs when not yet approved (have final pricing)

We would like a status that sits between pending and approved where you haven't agreed on a final price but client has agreed to do the work so you want to start capturing costs against the CO. Something like "Submitted CO" "Under Review CO" or "U...
Tim Smith 11 months ago in CO 3 Future consideration

Item Code column visible on Contract and Invoice

There is a field "Item Code" in Prime and Subcontracts but it only sits in the background of the contract items. We find (more commonly in Unit Price contracts) that the Item Code that you need to present to the client or subcontractor presents to...
Tim Smith 11 months ago in Prime Contracts / Subcontracts 0 Future consideration

New Drawing Log Status Field

Status Drop-down Field: Draft, Published, Unpublished Related Sage CM Security Role Enhancements: Attribute to Edit Drawing Status Attribute to View Unpublished Drawings Related Sage CM TeamLink Portal Security Enhancements: External team members ...
Norman Wendl 11 months ago in Drawings, Specifications & ITBs / Leads 1 Future consideration

Add budget hours based on CO items

Currently when create a CO you have to go to Breakdown section to add hour budgets for the CO and we find people are adding the items but forgetting to add the hour budget. Could an hours column be added to the Manual item add which when save will...
Tim Smith 11 months ago in CO 0 Future consideration