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Permit Expiration added to Permit List Columns

Permit expiration is not a column that can be added to the Permits list inside Projects. This is the most important information regarding permits for clients, why would this not be a field to choose as a column.
Renee Thomas 9 days ago in Permits 0 Needs review

Audit Log for Submittal edits

Architects can edit responses and eliminate the previous history of the first response issued. Can not track appropriately when responses are received if they can be changed at a later date. This is dangerous because if we go off the original resp...
Bryan Shirota 17 days ago in Submittals 0 Needs review

Email Response for Entire UI

Have the ability to view and reply to anything within SCM through Outlook or Email without having to click into the Portal or SCM. Also consider an approval button that could act as a virtual signature/approval via email.
Tamera Reckks 19 days ago in UI User Interface Enhancements 0 Needs review

Expand Mileage Feature to allow push to QBO or other linked Accounting programs

It would be helpful if you could expand the Mileage feature under Time & Expenses to allow a push to either a "Supplier Bill", or, preferably, directly to the Employee Payroll Item as a matching reimbursement field. Some ideas: Add a mileage...
Audrey Peebles 5 days ago in Accounting Link for QuickBooks Online 0 Needs review

ITB Access Portal Documents View

In Leads under "Drawings" which we organized the drawing titles which we renamed to name "Addendum1" . When we link the documents to the Access Portal to the Vendors the renamed titles and Drawing numbers are not noted. In the Access Portal the do...
Guest 5 days ago in ITB (Invitation to Bid) 0 Needs review

Lead Drawings/Specifications Uploads

Some bigger projects have multiple folder/documents(Docs, PDF, CAD). if we were able to organize subfolders within the Drawings/Specifications section under Leads it will be easier navigate for the vendors
Guest 5 days ago in Drawings, Specifications & ITBs 0 Needs review

Leads - ITB General Messages

When sending out a General Message to the bidders, we would require an option to attach files to that message to reference (Addendums)
Guest 9 days ago in Leads 0 Needs review

Add superintendent to contact options on project

Several clients have asked for this as the superintendent is a key requirement on reporting and filtering.
Matthew Carlisle 4 months ago in Contracts and Procurement Workflow / Project Directory / Projects 1 Future consideration

report for transactions that need to be sent into intacct

A report you can pull that pulls everything in the accounting link that needs to be posted over by project
Victoria McCullough 17 days ago in Log Style Reports 0 Needs review

Reclass commitments & cost without unapproving everything linked

If someone books a commitment (subcontract or PO) to a cost code and then the cost is applied, this expense (and commitment) cannot be moved to a different cost code without unapproving all the linked steps. In some cases this can be many invoices...
Guest 4 months ago in Job Cost Codes / Purchase Orders / Subcontract Invoices / Subcontracts / Vendor Bills 1 Future consideration