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Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle 2 days ago in Submittals 0 Needs review

Workflow templates for submittals

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...
Matthew Carlisle 2 days ago in Submittals 0 Needs review

Increased submittal response options

It seems that when a respondent uploads their response there is no section for them to list whether they approved or rejected the submittal. Please add response options: Approved, Approved as noted, Revise & Resubmit. This would help all part...
Matthew Carlisle 2 days ago in Submittals 1 Needs review

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator
Matthew Carlisle 2 days ago in Submittals 1 Needs review

If the ItemCostCode is a mergefield item, then CostCodeDescription ought to be too

As part of building reports, I find that something like with CO Items I can refer to the Cost Code of an item but not the description of the cost code - where as in a detailed report like the prime invoice the cost code and description are both pr...
Sean Coffman about 21 hours ago in Detail Report Templates 0 Needs review

Have taxes be addable and specifiable in estimate proposal

I would like to be able to, as a part of building a estimate proposal, be able to add taxes - similar to how they would be shown in a prime contract. Ideally, I think having them be like a global markup or being able to independently add the tax t...
Sean Coffman about 21 hours ago in Estimating, RFP, Proposals (Pre-Construction) 0 Needs review

Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.
Guest 1 day ago in Scheduling 0 Needs review

Estimating customization

The ability to add rounding to estimate material quantities would be beneficial. The ability to be able to manually change the material quantity would be beneficial. Also, the ability to import and estimate using those item quantities rather than ...
Guest 1 day ago in Estimating, RFP, Proposals (Pre-Construction) 0 Needs review

TeamLink Application

No description provided
Guest 2 days ago in TeamLink Portal 0 Needs review

Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson 16 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration