Sage Construction Management Ideas Portal
We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default report and not the one we specifically created for our company. Even if default was at the end of the drop down would be better than used as the default report. Removing it completely when a custom report is made would be ideal though. In past platforms we were able to have a list of reports in the setting and choose which ones were displayed and which was the default report. I will attach a photo of how this worked in our last system which had a great way to manage our company reports.
When teams are working on projects, we must ensure they use the correct templates. Your templates are excellent, but they lack the necessary legal language. For instance, the payment requisitions do not include a space for notarization. While your templates are great, they are missing the required legal language. For example, the payment requisitions don't have a section for notarization. Your templates are great, but missing the legal language we need. For example, the payment requisitions don't have any place to notarize them.
Even if it was as simple as having a "hide" button in the templates to hide from visibility. We encounter the same issue of users using the incorrect documents due to default docs appearing in the top.