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Prime Contracts

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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 11 days ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 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 about 1 month ago in CO / Prime Contracts 0 Future consideration

Provide an option to push Estimated hours to Intacct.

This would enable an option to run an estimated vs Actual hours from the data entered in SCM. If this data could land in the production unit column of the Intacct's estimate screen to provide the most reporting opportunities.
Matthew Carlisle about 2 months ago in Accounting Link for Sage Intacct / Prime Contracts 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 3 months ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

Simplify and enhance the process of revising prime contracts when integrated with SIC

Ideally, the locking/unlocking of prime contracts would be permissions controlled. Once unlocked, the user should be able to edit the prime contract estimate, revenue, cost codes, etc. To best manage editing of prime contract estimates, cost codes...
Carl Lyles about 2 months ago in Contracts and Procurement Workflow / Prime Contracts 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 4 months 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 4 months 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 4 months ago in Custom definable Fields / Prime Contracts 4 Future consideration

Prime budget cost code referenced on subcontract

It would be very helpful to see and reference the budget amount for the given costcode(s) that are being subcontracted on the procurement documents. Is this possible to do now?
Guest 4 months ago in Prime Contracts / Subcontracts 3 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 4 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration