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Saving views for Gantt chart

Having an issue where any sort, filter or row order change set is lost when I refresh the page. I am asking for a feature to be added in where you can save a specific view or have it stay after the page has been refreshed
Guest about 4 hours ago in Schedules (Gantt Chart) 0 Needs review

Cost Budget Grand Total

When you run the cost Budget it gives you a total on each cost type but not an overall or Grand total. A grand total would be helpful
amiee dean about 6 hours ago in Projects 0 Needs review

Ability to choose the end date rather than just today

When running these reports it is as of the day you run them. Doing analytics sometimes you need a month end date of the prior month or Qtr. Being able to put in dates would be great
amiee dean about 6 hours ago in Detail Financial Analytic Reports 0 Needs review

search a unit to see if it got paid and to who

it would be nice if there is a way to search an individual unit or task to se if it got paid out and to who
Guest 1 day ago in  0 Needs review

Project Type Populated in Sage Intacct from SCM

Project Type should be a field that is synced into Sage Intacct. Whether that is a field that is created in SCM or a Project Classification can be synced over to Intacct. This field can be used on a lot of reporting in Intacct, so would like it po...
Kristina Szczerbinski 4 days ago in Accounting Link for Sage Intacct / Project Classifications 1 Planned

Change Orders - Integrate Initiated by to Change Request Type with Intacct

We would like the initiated by field (or a new field if needed) to be used as a Change Request Type that would then sync over to Sage Intacct to be able to report on in both systems.
Kristina Szczerbinski 4 days ago in CPR 0 Needs review

Allow Estimate to Add Estimate Cost Codes in Bulk (Select all Under Division/Major/Minor)

Instead of making a client check off all individual cost codes under a division or any other parent level, allow for a bulk select of all costs codes under these levels, that way they can unselect a few if many need to be chosen.
Renee Thomas 14 days ago in Estimate Cost Codes (WBS) 0 Needs review

Lock icon on the documents

The lock on the document appears even if the documents weren't synced/imported to Intact. The lock should appear only if; the document is synced successfully, you make the Lock manually on the document, or you mark it posted in Accounting Link
Marcelina Piastowska 5 days ago in Accounting Link for Sage Intacct 0 Needs review

Changing "Customers" AKA GCs on leads and/or copying leads for Multiple GCs

Often a job is sent out for bid with Multiple GCs. I need to be able to easily and quickly create multiple leads with the only difference being the GC..in this case the customer. There is no option to copy an existing lead, this would be great. Th...
Guest 14 days ago in Lead Setup Wizard 0 Needs review

CO/CPR Mark Up Auto Recalculation

Create the ability for CO/CPR Percentage Mark Up to auto recalculate if Cost/Sell Pricing is updated after import.
Renee Thomas 11 days ago in CO 0 Needs review