Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 847 of 847

County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest about 1 year ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Add addition Column options to Modules

In Particular Expiration Dates on Permits List, but in many modules there are informational items that would be super helpful to have column options on.
Guest about 1 year ago in Permits / UI User Interface Enhancements 0 Future consideration

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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year ago in UI User Interface Enhancements 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 about 1 year ago in TeamLink Portal 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