Have periods closed in SageIntacct sync to SageCM to not allow transactions to be entered into a closed period in SageCM. This will help prevent sync errors when POs, Subcontracts, etc. are being entered using a date in a closed period.
Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...
Logan Strouse
about 1 hour ago
in TeamLink Portal
0
Needs review
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.
Please consider getting our drawings management inline with PlanGrid/Autodesk or Procore. Features such as drawings revisions,overlay,puchlist tag/RFI tag is essential in managing multiple revisions for us and our project teams.
Quickly adding or duplicating multiple items to an estimate
It would be extremely helpful to have a way to add or duplicate multiple work-items to an estimate at once. For example, if we need to add 5 work-items with the same item code but different descriptions (i.e sizes, R-values, finish etc) to an esti...
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.
Add project location for work orders and subcontracts
being able to have project locations for home builders or other industry for example bathroom, kitchen, mudroom, etc. to be added to work orders and subcontracts and trhoughout the workflow for visibility in the project
Currently when a respondent can only leave comments for the entire submittal package, it would be more helpful if they could leave the comments at the item level
Jack Speshock
8 days ago
in Submittals
0
Future consideration
I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...
The ability to issue change orders on purchase orders. Example: 3 month rental - need one more month, as opposed to creating a new PO - simply extend one month on the current with a CO. Same with material add-ons to orders. Etc.
Guest
4 months ago
in Purchase Orders
1
Future consideration
0
Planned
