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Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Guest 17 days ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles 11 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith 5 months ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices 0 Future consideration

Scope of Work Always Expanded

Scope of Work section should always be visible by default, without requiring the user to click to expand it in all tools. This will help prevent the overlooking of the important details, improves workflow efficiency and ensures greater visibility ...
Amery Scott 2 months ago in Prime Contracts / Subcontracts / UI User Interface Enhancements 2 Future consideration

Make budget modification button

Instead of creating a change order to move money around within a budget. Can you create a budget modification much like procore to move the money easier within cost codes.
Guest 8 months ago in CO / Prime Contracts 0 Future consideration

Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
Carl Lyles 10 months ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

Create Prime Invoice by Item

When syncing to Intacct, clients would prefer to have their contract lines (SOVs) displayed by the item name rather than grouped by cost code.
Matthew Carlisle 3 months ago in Prime Contracts / Unit Price with Billed Quantity 1 Future consideration

Pull quantities in from Excel/HCSS

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.
Jenny Pewtherer 8 months ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 4 Future consideration

Auto apply Prime markups to CPR and CO's

When a Prime includes markups, allow the markups to be automatically applied and visible for each CPR and CO's. Therefore the PM doesn't miss adding markups to the CPR's or CO's
Deb Kauffman 3 months ago in CO / CPR / Markups | Adds | Cuts 0 Future consideration

Display company code when creating a new Project

We have clients that have the same company as both Vendors and Customers, so two companies would technically be setup. It would be nice of the Company Code was displayed when creating new Projects to ensure the correct Customer is selected since a...
Kristina Szczerbinski 7 months ago in Contact Management / Prime Contracts / Projects 1 Future consideration