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Initiate Workflow for large amounts of items

It would be nice for the team to be able to initiate the workflow for multiple objects if they are loading a large amount of those transactions at any given moment. For example, we have a client that uploads hundreds of bills per month and has to ...
Patrick Sheppard 2 days ago in UI User Interface Enhancements / Workflow 0 Future consideration

Create Prime Invoice by Owner Code

It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Guest about 5 hours ago in Prime Invoices 2 Already exists

Tax on Gross Invoice

Sage Intacct taxes on gross invoice and specifically Washington it is Law to tax on the Gross Invoice amount. In order to have SCM invoices and Intacct Invoices match this needs to be updated.
Tamera Reckks 3 days ago in  2 Planned

Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle 11 days ago in Submittals / UI User Interface Enhancements 0 Future consideration

Add scheduling (gantt) to leads

It would be useful to have the scheduling tools in the leads section so that a schedule can be built out while an estimate is being created
Aaron Henry 1 day ago in Estimating, RFP, Proposals (Pre-Construction) / Leads 0 Future consideration

Workflow templates for submittals

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...
Matthew Carlisle 11 days ago in Submittals / Workflow 0 Future consideration

Increased submittal response options

It seems that when a respondent uploads their response there is no section for them to list whether they approved or rejected the submittal. Please add response options: Approved, Approved as noted, Revise & Resubmit. This would help all part...
Matthew Carlisle 11 days ago in Submittals 2 Already exists

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator
Matthew Carlisle 11 days ago in Submittals / UI User Interface Enhancements 1 Future consideration

Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson 25 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 25 days ago in Detail Report Templates 2 Future consideration