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Link SCM Cost Codes to Intacct Cost Codes

Some clients may implement SCM prior to implementing Intacct. If they begin adding prime contracts with cost codes in SCM that were not synced from Intacct there are errors when trying to sync to Intacct even if the cost codes are identical in Int...

Guest 7 months ago in Accounting Link for Sage Intacct 3 Already exists

5 VOTE

Currently working on

Add column that shows whose responsibility the submittal is at this time -- also - show Status (Approved, Pending, Revise and Resubmit, Reject)

Guest about 2 months ago in Submittals 1 Already exists

1 VOTE

Notifications pending Bills and Sub Invoices

Send a email push notification to Project Managers/Approvers that there are pending bills and subinvoices that need to be approved.

Guest 16 days ago in New Email Features & Email Browsing / Notifications / Workflow 1 Already exists

3 VOTE

Viewing Submittals Organized By Originator In TeamLink Portal

Being able to view all of a projects submittals in the TeamLink Portal by originator would be useful for organizational purposes and ease of access for the users to see which submittals pertain to them as well as the submittal list as a whole. Thi...

Guest about 2 months ago in Submittals / Teamlink Portal (General) 2 Already exists

3 VOTE

All Project RFIs View In TeamLink Portal

Being able to have access to all of the RFIs through the TeamLink Portal would be useful so that all subcontractors/primes can see any new or useful information. All subcontractors/primes would benefit with this feature because they would be able ...

Guest about 2 months ago in RFI / Teamlink Portal (General) 2 Already exists

3 VOTE

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...

Marc Macialek about 2 months ago in RFI 3 Already exists

3 VOTE

Add "Internal Notes" section to Estimate Tabs

It is often useful to have some space for internal notes when building an estimate. Having a tab similar to "drawings" and "specs" where such notes may be added would be useful.

Carl Lyles about 2 months ago in Estimate Cost Codes (WBS) / Estimating Items / Work Items 3 Already exists

1 VOTE

Add contact to lead without having to add a new company

It is very common to need to add a new contact to an existing company when creating a lead. Currently the lead directory only allows for the addition of new companies and new contacts. This led to duplicate companies being created in our system. I...

Carl Lyles 21 days ago in Contacts / Lead Directory 5 Already exists

4 VOTE

Action Item List

It would be very useful to be able to maintain an action item list within the project platform and assign individuals with in the project directory along with due dates. Need to be able to track status from open, in progress, closed. Need to keep ...

Dan Skinner 3 months ago in Project To Do 1 Already exists

1 VOTE

Have Cost Plus Prime Invoice Populate Sub Invoice at the Less Retainage Amount

Can we add an option for Cost Plus Prime Invoices to populate Sub Invoices at Net Totals (less retainage being held on them)? I have Clients who do not hold Retainage on Prime Invoices for the Clients, but they are holding retainage on Sub Invoice...

Guest 24 days ago in Prime Invoices 2 Already exists

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