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Link SCM Cost Codes to Intacct Cost Codes

Some clients may implement SCM prior to implementing Intacct. If they begin adding prime contracts with cost codes in SCM that were not synced from Intacct there are errors when trying to sync to Intacct even if the cost codes are identical in Int...
Guest 10 months ago in Accounting Link for Sage Intacct 3 Already exists

Submittal - Status comments on item

Currently when a respondent can only leave comments for the entire submittal package, it would be more helpful if they could leave the comments at the item level
Jack Speshock 3 months ago in Submittals 0 Future consideration

Add ability to upload more than 10 photos on mobile

We have superintendents that are using the mobile app and are taking more than 10 photos of the site on most days. Can we increase the limit to allow more photos to be uploaded at a time. It can be annoying for them to have to do 5-6 separate uplo...
Dario Tomic 12 months ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration

JCC import error if the ID & Description for CC do not match master list ID & Description

This would come in handy in the given scenario: If the client is trying to import cost codes via the Excel import onto a prime contract (the job cost codes) or trying to manually add an item to the contract, it would be nice to have an error or me...
Patrick Sheppard 12 days ago in Importing Excel Templates / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 Future consideration

Option to email all responsible contacts on the checklist

Client would like to be able to email all the responsible contacts attached to the checklist; similar to the "email resources" function works on the gantt chart in scheduling.
Patrick Sheppard 12 days ago in Checklists / UI User Interface Enhancements 0 Future consideration

Bulk action to change PRIME CONTRACT

We are all humans some times we make mistakes, so in order to correct this mistakes and keep the work flow we need a BULK option to change PRIME CONTRACTS whiting the same project because now we have to do it ONE BY ONE! If we uploaded 1000 wrong ...
Guest 12 days ago in Prime Contracts / UI User Interface Enhancements 1 Future consideration

Quickly adding or duplicating multiple items to an estimate

It would be extremely helpful to have a way to add or duplicate multiple work-items to an estimate at once. For example, if we need to add 5 work-items with the same item code but different descriptions (i.e sizes, R-values, finish etc) to an esti...
greg shock 3 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Planned

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
Dario Tomic about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 1 Future consideration

Need E-sign contact roles or titles, so we send to the correct person from e-sign screen

We need e-sign contact roles or titles to show in the drop down when selecting a signer, so we can send the document to the correct person from e-sign screen.
Guest 4 months ago in eSign (including DocuSign) 0 Future consideration

Ability to Hold Retainage % on Purchase Orders (POs)

Please see also SAGECM-I-445. The request from John Masterson included a request to add the ability or option to hold retention on Procurement Purchase Orders similar to the way it is held on Procurement Subcontracts. This request separates the or...
David Holler 6 months ago in Procurement / Retention Retainage Holdback 1 Future consideration