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Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson 23 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 23 days ago in Detail Report Templates 2 Future consideration

Purchase Order (PO) and Subcontract Close - Automated Change Order Process

It would be helpful to have a purchase order and subcontract close process to automatically create a deductive change order and change the status to Closed. You would run it from the Actions dropdown in either area. It would then give you a list o...
Adam Clark about 1 month ago in Purchase Orders / Subcontracts 0 Future consideration

Change Orders for Vendor Invoices

The ability to issue change orders on purchase orders. Example: 3 month rental - need one more month, as opposed to creating a new PO - simply extend one month on the current with a CO. Same with material add-ons to orders. Etc.
Guest 8 months ago in Purchase Orders 1 Future consideration

To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...
Chad Shaules 15 days ago in Alerts and Calendars / General To Do  / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration

AccountingLink Posting Preferences Export/Import Function (Backup)

It would be helpful if there were a way to import/export your AccountingLink posting preferences. For implementers, this is especially helpful if you have connected to Intacct implementation environment and are planning on disconnecting and then c...
Adam Clark about 1 month ago in Accounting Links 0 Future consideration

Option to turn off workflow emails

Some administrators are getting more emails than they would like from the workflows. It would be nice to have a way to turn off the automatic emails.
Guest 16 days ago in Contracts and Procurement Workflow / New Email Features & Email Browsing 0 Future consideration

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.
Amanda Amason about 1 month ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing
RJ Delagarza about 2 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

Ability to have a consultant login for client sites

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...
Adrianna Johnson 8 months ago in User Properties / User Security Roles 0 Future consideration