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Invoice Approval - Being Able to Add Comments When Approving via Email

When you approve through the mobile app or the desktop browser you see an approved and a reject button. When clicking on those, a window displays a comment field to type into. It would be helpful if you approved through the email notification that...
Adam Clark 8 days ago in Contracts and Procurement Workflow / New Email Features & Email Browsing / Notifications 0 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 5 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 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 about 2 months ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 4 Future consideration

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest 6 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Compatibility with Newforma

Majority of the Architecture firms we work with use Newforma as a document management software. Procore had a plug-in that worked with Newforma making it easier on Architects to forward submittals/RFIs to their engineering team. It would be helpfu...
Genevieve E 23 days ago in New Product Integration / Open API / RFI / Submittals 1 Future consideration

Need E-sign contact roles or titles, so we send to the correct person from e-sign screen

We need e-sign contact roles or titles to show in the drop down when selecting a signer, so we can send the document to the correct person from e-sign screen.
Guest 3 months ago in eSign (including DocuSign) 0 Future consideration

Ability to Hold Retainage % on Purchase Orders (POs)

Please see also SAGECM-I-445. The request from John Masterson included a request to add the ability or option to hold retention on Procurement Purchase Orders similar to the way it is held on Procurement Subcontracts. This request separates the or...
David Holler 6 months ago in Procurement / Retention Retainage Holdback 1 Future consideration

Prime Retainage Options

There needs to be an option to select the amount of retainage for each line on the prime rather then the all or nothing option selected before hand. Each prime line is different and one may have retainage while another line may not.
Guest 3 months ago in Job Cost Codes / Prime Invoices / Retention Retainage Holdback 1 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 4 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 2 Future consideration

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
Aimee Boehm 2 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration