Some clients may implement SCM prior to implementing Intacct. If they begin adding prime contracts with cost codes in SCM that were not synced from Intacct there are errors when trying to sync to Intacct even if the cost codes are identical in Int...
It would be useful to see the total cost of all estimates under a lead or project in the main estimating page view. Headers are currently Estimate #, Estimate Title, Status & Status Date. If there was one more with Estimate Total it would be h...
Allow removal of a contact from the Project Directory
Would be very useful if we could delete contacts from the project directory that are no longer relevant to the project. Currently, if a vendor bid on a portion of a project, they remain for all eternity in the project directory even if they are no...
Put the page number selection and number of entries per page at the top and bottom of the page so you don't have to scroll to the bottom to get to the next page
Everyone would benefit from it. Instead of having to scroll to the bottom of a page to select the next page or a different page, this option should be available at the top of the page
Add Customer and Vendor checkboxes to Company Profile form
Use Cases: Group and filter mechanism for company listing and log reports Show customers only when adding Prime Contracts Show vendors only when adding POs and Subcontracts
Workflow rule to allow mixture of AND/OR and Parallel/Sequential
Say you wanted a 2 step approval where step 1 was 2 or more people/roles like PM or Bid contact and step 2 was a named Manager. You can't achieve it as if sequential you can only add 1 person/role per step. Or if try one step its either AND which ...
Allow an administrator to set a password for a user.
In Company Settings > Users > User Information, add a "User Password" field so that an administrator can set/change a password for a user. This would bypass/eliminate the "Click here to reset password" option. When the "Click here to reset p...
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3 days ago
in Project Team
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Future consideration
Markup for CPR/CO and Cost Plus have Resource selection
Currently for CPR/CO markups it applies the same markup across all resources. This becomes problematic when you have an agreed labour rate so you don't want any markup on labour so you have to recalculate the markup yourself. Could Resource select...