Sage Construction Management Ideas Portal
Clients should be able to select a contact/ user and have a report prebuilt/ filtered and then schedule that report to run and then send (via email) to the designated contact.
This would help automate their reporting and communication standards.
Just to add to the list, individual and team timesheets as well
I'd like to add that API reports also be auto emailed. This is currently a functionality in Intacct so for clients using Intacct it feels like an SCM system deficit that they can't do the same with SCM reporting.
This is a feature of previous software, Raken, that my team really misses.
Brett,
Were you aware that when a Gantt Schedule is setup in a SCM Project, that external collaborators can see any lines where they are listed as a resource. They can see these through the teamlink portal.
This function would be VERY helpful. I have used similar report types with great success from competitors such as Procore to automate reporting both internally and to customers.