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Purchase Order (PO) and Subcontract Close - Automated Change Order Process

It would be helpful to have a purchase order and subcontract close process to automatically create a deductive change order and change the status to Closed. You would run it from the Actions dropdown in either area. It would then give you a list o...
Adam Clark about 1 year ago in Purchase Orders / Subcontracts 0 Future consideration

Add reports and analytics to the favorites

Add reports and analytics to the favorites
Matthew Carlisle 7 months ago in Detail Financial Analytic Reports / Favorites / Lead Analytics & Reports 0 Future consideration

Excel import Subcontract Schedule of Values

This is already an existing feature for Prime Contract Schedule of Values. Should be straightforward to implement this for the Subcontract side as well. Significant quality of life improvement over entering each line item manually.
Guest about 2 years ago in Procurement 2 Future consideration

Lock timecards for locked prime agreements

Locked prime contracts should NOT be available for selection within the same project in timecards. It is not unusual for our crew to selects wrong contract for a project when they complete their timecards. It is causing problems with reporting, in...
Guest 30 days ago in Cost Plus With GMP 0 Needs review

Leads section improvement

there is a restriction of viewing 100 records at a time but this is frustrating when we have many more leads and every time we go into the lead section we have to expand (especially since the dropdown to select the ‘Page Size’ is all the way at th...
Rich Foligno 30 days ago in Lead Analytics & Reports 0 Needs review

Daily Log - Ability to email from Sage CM Mobile App

Be able to send daily log detail report from the sage cm mobile app.
Jack Speshock over 1 year ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / New Email Features & Email Browsing 0 Future consideration

Workflow templates for submittals

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...
Matthew Carlisle 12 months ago in Submittals / Workflow 0 Future consideration

Automated notifications of new or updated drawings

When new drawings are added to a project or updated drawings are uploaded there should be an automated notification that is sent to members of the project directory who have a teamlink role assigned.
Jack Speshock over 1 year ago in Drawings / Notifications 3 Planned

Add a field to subcontractor contracts to choose if contract is signed or pending

Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...
Guest 10 months ago in Compliance / Subcontracts 1 Future consideration

Daily log photos easier to see.

Can the daily logs have the photos visible with the text like the below picture? it is time consuming to open each person's log and then scroll down to open a link to view each persons photos. Also, I'm not sure if this is normal, but the size of ...
Guest 3 months ago in Daily Log (Daily Report) 0 Needs review