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Ability to Assign Retainage % by Item Type

Fixed Lump Sum Contracts: Original Items (Work Retainage %, Stored Retainage %) CO Items (Work Retainage %, Stored Retainage %) Cost Plus with or without GMP Contracts: Bills (Work Retainage %) Sub Invoices (Work Retainage %) Labor Timecards (Work...
Norman Wendl 11 months ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 0 Future consideration

Teamlink Portal - Add leads

Currently leads do not show up in the teamlink portal for users using authentication method 2
Jack Speshock 11 months ago in Teamlink Portal (General) 2 Already exists

RFI Detailed Report Bookmark When Schedule or Cost Impact is "To Be Decided"

When "To Be Decided" is selected for an RFI it populates as "False". We cannot send out an RFI that says "False" if we are asking for information that will give us direction on if there will be a cost or schedule impact. We need our paper trail to...
Kenani Brandon 11 months ago in Detail Report Templates / RFI 0 Future consideration

Cost code filter

inquiring about a filtered cost code search for codes that have been specifically tagged to PO's, SCO, etc.. similarly to the way we can filter within a PO's to narrow a search from within that window.
Guest 12 months ago in Job Cost Codes 1 Future consideration

Add Option to Create SCO and Create Sub Invoice from Actions when in Subcontract

It would streamline the UI experience if when in a subcontract you can go to Actions and have the ability to Create SCO or Create Invoice from the dropdown. It would smooth the transition and eliminate unnecessary clicks.
Dawn Parents 12 months ago in UI User Interface Enhancements 0 Future consideration

Setting for Labour role on timesheet only changes billable rate

When add a labour role to a timesheet could there be a setting so this only changes the timecards billable rate and therefore costs will only come from the employess HR settings. When someone can be billed out as different roles doesn't mean their...
Tim Smith 12 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards 0 Future consideration

The "issue add" option should be available in TeamLink for subcontractor, owners, and architects to be able to use.

No description provided
Guest 12 months ago in TeamLink Portal 0 Future consideration

Project Durations

Prospect requested that project durations can be linked to individual line items in an estimate so that estimate durations can be changed in bulk.
Sue Parker about 1 year ago in Alerts and Calendars / Estimating Items / Work Items 0 Future consideration

Set default filters in mobile app

Currently when viewing lists in the sage cm mobile app, the filter defaults to Current Project - Open - My Items (for punchlist items). Users want the option to change these to default to Current Project - All
Jack Speshock about 1 year ago in Mobile - Android / Mobile - Apple / Projects (Active and Inactive) 0 Future consideration

Set default workflow type for RFI's

Have the ability in feature settings to set a default workflow type for RFI's
Jack Speshock about 1 year ago in Feature Settings / RFI 0 Future consideration