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Sage Construction Management Ideas Portal
Status Future consideration
Created by Norman Wendl
Created on Aug 13, 2024

New CPR, CO and SCO Status Options

New Options in red.

Revised CPR Status Options:

  • Draft

  • Pending Submission

  • Pending

  • Approved

  • Not Approved

  • Approved and Signed


Revised CO Status Options:

  • Draft

  • Pending Submission

  • Pending

  • Approved

  • Not Approved

  • Approved and Signed

  • Approved and Site Activity Complete

  • Approved and Closed *

*Note: Time and expense add forms will not show COs that are marked Approved and Closed similar to Prime Contracts.


Revised SCO Status Options:

  • Draft

  • Pending Submission

  • Pending

  • Approved

  • Not Approved

  • Approved and Signed

  • Approved and Site Activity Complete


Notes regarding Approved, Approved and Signed, Approved and Site Activity Complete, and Approved and Closed:

  • Project Analytics would include these transactions.

  • Accounting Links for Sage Intacct, S100C, and S300CRE would show these contracts in the Posting Wizard.



  • Attach files
  • Carl Lyles
    Reply
    |
    Oct 4, 2024

    I have expanded on this idea with SAGECM-I-581

  • Carl Lyles
    Reply
    |
    Sep 20, 2024

    Related to idea (SAGECM-I-486)... having these additional statuses does not add much value if users are not able to edit them. Per SAGECM-I-486, there are certain fields that should be editable even after COs synced down via the accounting link.