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Copy PO, Bill and Subcontract Wizard - Add Project Status option (ie. active, archived) to copy transactions from inactive jobs

Currently, the Copy PO, Bill and Subcontract Wizard will only show active jobs. Adding a project status option will allow users to copy transactions from jobs that have been archived.
Norman Wendl 10 months ago in Purchase Orders / Subcontracts / Vendor Bills 0 Future consideration

Labor burden as a percentage instead of flat cost

When we do our estimating, our labor costs are factored with a burden rate as a percentage as opposed to stating the burden in dollars. I don't see a percentage as an option in Sage CM, and it seems like a percentage would be a logical feature.
Beverly McKay over 1 year ago in Cost Database 0 Future consideration

update Payment information from Sage 50 Canada to Sage CMS

all other accounting links allow payment information to update Sage CMS. not available with Sage 50 Canada.
Ian Broadfoot over 1 year ago in Accounting Link for Sage 50 0 Future consideration

Ability to Add Work Order from Change Order

Currently you can create Subcontracts and PO's by various means. Would be helpful to be able to create a Work Order from a Change Order. Many Work Orders are generated as a result of a Change Order being created either manually or via estimate. If...
Dawn Parents over 1 year ago in CO / CPR / Work Orders 0 Future consideration

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith over 1 year ago in Detail Report Templates / Meetings / Safety Meetings 1 Future consideration

Punch list item view - images

Please add a feature where we can see the attached images for the punch list items in the punch list item view. Currently, you need too many clicks to see the image (s) related to the punch list item.
Guest 10 months ago in Punchlist / UI User Interface Enhancements 2 Future consideration

Copy Project Wizard

Required Selection: Customer Copy Wizard Steps: Project Directory Drawings including files (Source and Target Project files would be separate.) Specifications including files Cost Codes Prime Contract (Customer would be replaced with selection abo...
Norman Wendl 11 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Prime Contract Budget Revisions when integrating with Sage 100 Contractor

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 100 Contractor.
Jesse Gordon 11 months ago in Accounting Link for Sage 100 Contractor / Prime Contracts 0 Future consideration

Prime Contract Budget Revisions when integrating with Sage 300 CRE

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 300 CRE.
Jesse Gordon 11 months ago in Accounting Link for Sage 300 CRE / Prime Contracts 0 Future consideration

A Hyperlinks Module added to System?

Having a module or area in each module where clients can store links to outside websites, files, or documents would be very helpful. We have many Clients with Documents that they don't necessarily want to add to system but want to be able to link to.
Guest 11 months ago in Document Viewer / Documentation / UI User Interface Enhancements 0 Future consideration