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Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management
Gaylene Underwood 12 days ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles 6 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Sage Intacct GL Posting Date from SCM Bills

Currently when syncing an invoice to Sage Intacct from SCM, the GL Posting date field is populated with the Invoice Date. This can be an issue if a Client has closed that period already. It would be helpful to add a setting in posting preferences ...
Adam Clark 28 days ago in Prime Invoices / Purchase Orders / Subcontract Invoices / Vendor Bills 3 Future consideration

Make budget modification button

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.
Guest 3 months ago in CO / Prime Contracts 0 Future consideration

Pull quantities in from Excel/HCSS

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.
Jenny Pewtherer 3 months ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 4 Future consideration

Display company code when creating a new Project

We have clients that have the same company as both Vendors and Customers, so two companies would technically be setup. It would be nice of the Company Code was displayed when creating new Projects to ensure the correct Customer is selected since a...
Kristina Szczerbinski 2 months ago in Contact Management / Prime Contracts / Projects 1 Future consideration

Create CO items during the CO creation steps

When you manually add a Change Order (CO), the CO Information page is created before you can add CO items. It would be beneficial if, after uploading the related files, you could add CO items before completing the wizard. Instead of having to scro...
Stacey Leary 21 days ago in CO 1 Future consideration

Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
Carl Lyles 5 months ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

JCC import error if the ID & Description for CC do not match master list ID & Description

This would come in handy in the given scenario: If the client is trying to import cost codes via the Excel import onto a prime contract (the job cost codes) or trying to manually add an item to the contract, it would be nice to have an error or me...
Patrick Sheppard 12 days ago in Importing Excel Templates / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 Future consideration

Bulk action to change PRIME CONTRACT

We are all humans some times we make mistakes, so in order to correct this mistakes and keep the work flow we need a BULK option to change PRIME CONTRACTS whiting the same project because now we have to do it ONE BY ONE! If we uploaded 1000 wrong ...
Guest 12 days ago in Prime Contracts / UI User Interface Enhancements 1 Future consideration