Sage Construction Management Ideas Portal
ADD A NEW IDEA

Other

Showing 72

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 5 days ago in Accounting Link for Sage Intacct / New Product Integration / Projects 2 Future consideration

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest about 1 month ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Prime Contracts - Add new field for customer PO #

No description provided
Norman Wendl about 2 months ago in Custom definable Fields / Prime Contracts 4 Future consideration

Variable Retention

We need to be able to set retention variably. Certain line items on our prime contracts do not have retainage withheld. Having a flat rate applied across the entire contract is making the system very difficult to use.
Guest 10 days ago in Prime Invoices / Retention Retainage Holdback 0 Future consideration

Have different Items for each prime contract line in CM

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...
Brandon Dahn about 1 month ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration

Add the ability to have multiple Docusign accounts set up by user.

Contractors where each PM has their own Docusign account login
Deborah Lastro 2 months ago in eSign (including DocuSign) 1 Future consideration

Automated Submittal email notifications

When a submittal is created, the system should have the ability to sent out email notificatons automatically each day until the responded responds to the submittal.
Blesson Mannil 4 months ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.
Guest 5 months ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

Add columns modifications to alerts

In the alerts landing page, alerts only list minimal information. There are somethings that could be modified like allowing users to show the project name, not just the project ID.
Sean Coffman 18 days ago in Alerts and Calendars / UI User Interface Enhancements 0 Future consideration

Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects

It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...
Aimee Boehm 5 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 Future consideration