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Prime Contracts

Combine Lump Sump and Cost Plus items on the same Prime Contract
Gilbert Sanchez about 1 year ago in Prime Contracts 1 Future consideration

User Permissions based on Tags

Enhance user project permissions to be able to view only projects they are tagged on (i.e. sales contact, bid contact, PM contact). Or use a classification to automatically update project access as new projects are created. Currently when filterin...
Guest 6 months ago in Employees (Active or Inactive) / User Properties / User Security Roles 0 Future consideration

Add Option to Create CO and Create Prime Invoice from Actions when in Prime Contract

It would enhance the UI if when in the Prime Contract to have the ability to navigate to add change order (Add CO) or create prime invoice from the Actions drop down. This would streamline the flow and add a smoother flow and less navigation clicks.
Dawn Parents about 1 year ago in CO / Prime Contracts 0 Future consideration

Create a CPR, CO, or SCO from an Correspondence > Issue

Issues have an Financial Impact field that acts as an estimate or sorts. This could easily convert to a CPR, CO, or SCO. This would also provide a continuous connection to supporting correspondence and documentation for the CPR, CO or SCO.
David Holler over 1 year ago in Issues 0 Future consideration

Additions /Changes to Subcontract Status Types

It would be beneficial to either be able to customize or pick from preselected options that are more descriptive. For example, pending is very vague and doesn't give enough detail as to what is pending. A contract admin should be able to produce a...
Guest about 1 year ago in Feature Settings / Log Style Reports 2 Future consideration

Sync GOVT ID for vendor to QB

Customer is creating vendors in SCM along with the govt id. when sync with QB the vendor ID is not getting updated in to QB, which causes additonal work for end user. Would like to have the SCM update QB with govt id upon sync.
Blesson Mannil over 1 year ago in Accounting Link for QuickBooks Online 1 Future consideration

Submittal Edits

It would be very helpful if we can add more line items and edit the current submittal items.
Jessica Carbone 6 months ago in Submittals / UI User Interface Navigation 1 Already exists

Unable to Delete Cost Code when Employee Clocked in using that cost code

When helping customers clean up their cost codes lists after implementation, we ran into an issue trying to delete a cost code from the project. If an employee has clocked in using that cost code, we have no way to delete the cost code until the e...
Bryan Shirota 6 months ago in Clock-In / Clock-Out / Job Cost Codes 0 Future consideration

Internal Notes to All Modules

As teams grow, divisions grow and we are working remotely, it is helpful to be able to leave internal notes at every step of the way. Having an Internal Notes section in every module would allow improved communication.
Victoria Edenfield Hurd 6 months ago in Correspondence / UI User Interface Enhancements 0 Future consideration

OCR tool scan lines link to existing PO items

Where this would be useful is if you want the specific detail from the supplier Bill in the Bill info in SageCM but the PO may have been less detailed or even a lump sum figure. Currently if scan a bill using OCR and its for an exiting PO and you ...
Tim Smith about 1 year ago in OCR / UI User Interface Enhancements 0 Future consideration