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Create project using an upload template

Creating the project manually is time consuming to our clients. Being able to upload would provide a great solution to a regular request.
Matthew Carlisle about 8 hours ago in Projects 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 about 1 month ago in Contracts and Procurement Workflow / Project Directory / Projects 1 Future consideration

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 about 1 month ago in Job Cost Codes / Purchase Orders / Subcontract Invoices / Subcontracts / Vendor Bills 1 Future consideration

Printing of PO CO's

It has been requested from several clients to have the ability to directly print a PO CO. Can this please be considered for enhancement like other detail report templates exist today?

CO's billed Separately when Grouped or Summed by Owner Code

When we create CPR's and CO's that use our Standard Cost code list; if we have created Owner Codes to show the SOV in a certain way, when we create a Prime Invoice grouping or summing by Owner Code, the CO's roll into the line items instead of rem...
Tim Willie 17 days ago in Prime Invoices 0 Needs review

Print Estimate proposal in item order

Clients are wanting to see the items listed in order entered rather then grouped by cost code.
Matthew Carlisle 24 days ago in Proposals, Reports, Logs, Exports 0 Needs review

Attachments to transfer to Intacct

Please add integration for any attachments that are uploaded in SCM to download into Intacct. Having to upload them twice is redundant and causes a lot of extra work that can be automatized. Sage has other products that do this already like FYLE t...
Irina Sirotkina 2 months ago in Accounting Link for Sage Intacct / Document Viewer / Linked Files (Projects) 1 Future consideration

Disallow creation of new cost codes

When importing of estimates to leads or projects, it will allow importing of any cost code, erroneous or accurate. It would be helpful, with accounting link integrations, if that functionality could be turned off so the cost code must exist in the...
Guest 13 days ago in Job Cost Codes 0 Needs review

Employee-Equipment Link

Clients request the ability to link employees to equipment for various reasons and tracking. Trucks are one specific piece of equipment that they want to be able to link to an employee who could enter mileage, etc. Additional fields on the equipme...
Sue Parker 13 days ago in Equipment Items 0 Needs review

When adding a Specification file - add a "Burst by Bookmark" feature.

When adding a Specification file, let us Burst out the PDF based on the Bookmarks in the file.
Guest about 2 months ago in Drawings, Specifications & ITBs / Specifications 4 Future consideration