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Custom template for the Linked Files E-Sign email template

It would be great if the system would allow us to add custom templates for documents (PO's, CO's etc...) under linked files for E-sign.
Tina Davis 4 days ago in Email Templates (includes custom template) 1 Needs review

OCR Certificates of Insurance

Since there is already OCR technology in SCM, it would amazing if there were a way to drop incoming COIs (or have an email address directed to a file drop location) and the information would autopopulate for vendors insurance info. Most COIs look ...
Rachel Betts 3 days ago in OCR 0 Needs review

Get Feedback from People Who Work in the System vs Programmers

Please reach out to individuals who actually use this system for important changes to how it functions, reporting, etc. This is clearly designed by programmers and not actual people trying to use, retrieve information, etc.
Joey Gross 3 days ago in Other 0 Needs review

sage to alert the user when the Subcontract, PO, SCO or PO CO amount totals exceed the prime contract value and promts them to submis a CO to the owner first

can we please add a feature where the subcontracts, PO, SCO or POCO, that are over the value of the approved prime contract cost code items are blocked and shows an alret to the user to add a CO to the system and get an approval from owner before ...
Avneet Kaur 5 days ago in Procurement 0 Needs review

Safety Incidents types and causes (aka safety violation) in Safety Feature|Settings

Rather than typing the incident types and Incident causes (aka safety violations) into the description areas, it would be beneficial and less time-consuming to have incident types and safety violations listed in a drop-down menu and then be able t...
Diane Gennarelli 12 days ago in Safety 1 Needs review

Cost Code tree ability to print

In the Company settings > Cost Codes > Tree View please add the ability to print the structure.
amiee dean 8 days ago in Master Cost Codes (Standard Cost Codes) 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 about 1 month ago in Estimate Cost Codes (WBS) 0 Needs review

Setting Default Views by User

Especially with the new updates, we need the ability to choose the default view we prefer, instead of the default view that the company has selected. Ideally, each individual user would be able to set the default view (and filters) they would like...
Tim Willie 4 months ago in User Properties 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 18 days ago in Projects 0 Needs review

Have Locations set up Time Cards Cost and Sell Rates

Similar to Location Rates being used in both Estimates and Timecards on Equiptment. Can we get the same function for Timecard Rates so updating is less of a heavy lift.
Renee Thomas 2 months ago in HR, Time, and Expenses / Labor / Craft Codes / Labor Items / Labor Timecards 1 Already exists