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CPR

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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

Automatically Apply CPR markup

Automatically apply CPR/CO markup (rather than taking the step to import it).
Guest 10 months ago in CO / CPR 0 Future consideration

Default CPR / CO Markups

Default CPR / CO Markups - Option to pull from or default from a feature setting, to copy from another prime contract
Adam Clark about 1 year ago in CO / CPR 0 Future consideration

Adding CPRs to Pending COs

You cannot add change proposal requests to a pending prime contract change order. Should be able to add using the action command within the prime contract change order itself and also using the prime contract change order wizard (a new dropdown fo...
Adam Clark about 1 year ago in CO / CPR 0 Planned

New CPR, CO and SCO Status Options

New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...
Norman Wendl 4 months ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

Mobile App - Add CPR Option

Field personnel using the mobile app need the functionality to add this change request from their phones on the mobile app.
Sue Parker about 1 year ago in CPR / Mobile - Android / Mobile - Apple 0 Planned

Add "Finish Date With COs" field from Prime Contract to available bookmarks in document templates.

We would like to be able to pull the "Finish Date with COs" field from the Prime Contract module into the Detail Report Templates as a bookmark. This is especially useful for us on our CO template as we would like to have an updated Finish date ba...
Dario Tomic 3 months ago in CO / CPR / Detail Report Templates 0 Future consideration

Ability to Add Work Order from Change Order

Currently you can create Subcontracts and PO's by various means. Would be helpful to be able to create a Work Order from a Change Order. Many Work Orders are generated as a result of a Change Order being created either manually or via estimate. If...
Dawn Parents 9 months ago in CO / CPR / Work Orders 0 Future consideration

Add more filter options when importing estimate items in Contract Admin and Procurement features

See attached mockup for more details
Norman Wendl 4 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

Create a Bookmark for CPR Due Date

There is an area in the CPR module that you can enter the Proposal Completion Due Date. We need this to appear on the CPR report we send to our Owners. Please make a bookmark that would allow us to add this to our custom reports so Owners know whe...
Kenani Brandon 9 months ago in CPR / Templates & Reports 0 Already exists