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Reporting / Analytics

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RFI Detailed Report Bookmark When Schedule or Cost Impact is "To Be Decided"

When "To Be Decided" is selected for an RFI it populates as "False". We cannot send out an RFI that says "False" if we are asking for information that will give us direction on if there will be a cost or schedule impact. We need our paper trail to...
Kenani Brandon 4 months ago in Detail Report Templates / RFI 0 Future consideration

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith 9 months ago in Detail Report Templates / Meetings / Safety Meetings 0 Future consideration

Additions /Changes to Subcontract Status Types

It would be beneficial to either be able to customize or pick from preselected options that are more descriptive. For example, pending is very vague and doesn't give enough detail as to what is pending. A contract admin should be able to produce a...
Guest 4 months ago in Feature Settings / Log Style Reports 2 Future consideration

labor hours report

Perhaps you can make it a standard report. I’m sure that it will be useful to all of your users that don’t have ADP or Sage (with the ability to export to those platforms). This report shoudl cum the PTO, Regular, Overtime etc hours by employee. s...
Guest 10 months ago in Labor Timecards / Log Style Reports / New Product Integration 0 Future consideration

Add bookmarks that break out change order additions and deductions for prime invoices

Need bookmarks that would be able to populate these fields on a g702 like document.
Jack Speshock 6 months ago in Reporting / Analytics 0 Future consideration

Add Revenue Budget For Pending CPR to Financial API

Customer is requesting a report that gives them a financial summary overview of every project similar to the attached. Currently pending CPR's are not available to be used in the API v2
Jack Speshock 7 months ago in BI Summary Dashboards 0 Future consideration

Add comparison of client bid vs the awarded contract price

Having a running tally will assist us in gauging what we need to do to improve our numbers moving forward.
Guest 8 months ago in Estimating Items / Log Style Reports / Prime Contracts / Proposals, Reports, Logs, Exports 0 Future consideration

Daily Log Summary by Year & Week by Employee

Daily Log summary by Year & Week we would like to see it for all jobs and have a choice of by contact (employee) or by project
Debbie Idzik 8 months ago in Daily Log (Daily Report) / Detail Report Templates 0 Future consideration

Pending Subcontract Report

FLS Subcontract Items Grouped by Prime, Status and Division with the status as PENDING, we would like to see a report for all jobs showing ALL PENDING subcontracts
Debbie Idzik 8 months ago in Log Style Reports / Subcontracts 1 Future consideration

Analytics Horizontal Scroll

Modify the bottom scroll bar on the reports so that when you zoom in on the report the bar stays on the page and you no longer have to scroll down to adjust the L to R scroll bar.
Michael Miller 8 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 3 Future consideration