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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 about 2 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 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 22 days ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

Add Balance to Complete in Prime Invoice Generation Screen

Instead of receiving an error message that I'm trying to bill more than the balance to bill, it would be wonderful to know what my balance to bill is. I shouldn't have to do a calculation with the value and previous invoices, it should be a standa...
Guest 10 days ago in Prime Invoices 0 Future consideration

Allow for editing of select fields in Prime Contract when "locked"

It would be desirable to edit select fields in the prime contract even after the contract has posted to intacct and "locked". Examples of such fields include the "Start and Finish Dates" the "actual" dates will generally be updated after the contr...
Carl Lyles about 1 month ago in Accounting Link for Sage Intacct / Prime Contracts 3 Future consideration

Prime Contract Status visible in Accounting Link "Primes Ready for Posting"

We are very excited about the August 2024 release, and the ability to send the prime contract separate from the project. As per the release notes, this is especially important when updates to the prime contract are to be made. Having the ability t...
Carl Lyles about 1 month ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 0 Future consideration

Prime Contracts - Add new field for customer PO #

No description provided
Norman Wendl about 2 months ago in Custom definable Fields / Prime Contracts 4 Future consideration

Variable Retention

We need to be able to set retention variably. Certain line items on our prime contracts do not have retainage withheld. Having a flat rate applied across the entire contract is making the system very difficult to use.
Guest 10 days ago in Prime Invoices / Retention Retainage Holdback 0 Future consideration

Have different Items for each prime contract line in CM

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...
Brandon Dahn about 1 month ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles about 1 month ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 3 Future consideration

Can there be more than 5 cost types

Client needs the ability to create more than 5 cost types to split data out in Sage Intacct
Guest 5 months ago in Job Cost Codes 3 Future consideration