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Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle over 1 year ago in Submittals / UI User Interface Enhancements 0 Future consideration

Audit Log Enhancement

It would be great if we could run a report that shows the audit log of changes or additions to records in the system. Currently, we have to drill down into the record to view who added it/changed it. I'd like the capability to run a report with al...
Jo Steiner about 2 years ago in Reporting / Analytics 2 Future consideration

Format Prime Invoice to AIA G702 format entry to allow for Period To Date

Add entry of the period to date as is standard on the AIA G702 Document
Joey Gross 3 months ago in Prime Invoices 0 Needs review

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith over 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices 0 Future consideration

Drawings-Overlay for revisions

When a revision is uploaded the revision overlays the last revision. This way you can see what was changed
anthony henderson over 2 years ago in Drawings 0 Planned

Add Time in the Daily Log

Give the Super/Foreman the ability to add individual or Crew timecards in the daily log feature in lieu of importing in time from the HR module to lessen the time and lift on the super in the system reporting on the days events.
Tamera Reckks 6 months ago in Daily Log (Daily Report) 0 Needs review

Attachment Preview

We are moving our AP approval process from Paperless to SCM. Our PMs have expressed the one feature they miss is being able to see the invoice image pop up automatically when approving invoices. If there were some type of attachment preview they c...
Rachel Betts about 1 year ago in OCR / UI User Interface Enhancements / Vendor Bills 0 Future consideration

Subcontractors/Vendor Ability to Edit Invoices

It would be helpful is subcontractors/vendors could adjust or edit existing invoices/bills prior to approval status. For example, if a vendor submits a sub invoice and needs to go back and revise, they should be able to get into the TeamLink Porta...
Cali Huys DS Constructors, LLC about 1 month ago in TeamLink Portal 0 Needs review

Access Team Link on Sage CM Mobile

Allow external team to access team link portal using sage cm mobile
Blesson Mannil about 2 years ago in Mobile - Android / Mobile - Apple / Teamlink Portal (General) 0 Future consideration

Documents tab

Would be very helpful to have a document tab similar to the issues tab where more important documents and can stored and more easily viewed and found, instead of everything being placed into the link files section.
Guest 3 months ago in Correspondence 0 Needs review