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Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles 8 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 7 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 3 Future consideration

Sync Photos from Daily Log to the Photos Tool

We would like for the photos to automatically appear in the Photos tool when we upload to Daily Log.
Meredeth Dotson about 1 year ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 2 Future consideration

Add OCR to Drawings and Specs

One feature that would be really useful is to have OCR capabilities added to imported drawings and specs that would automatically pull out the Spec Section #, Name, and Submittal Requirement from the PDF automatically. This would be a big time saver!
Dario Tomic over 1 year ago in Projects 1 Future consideration

When Adding Bills Should be Able to Link Files Right Away

When creating bills for invoices in order to add the document you have to save and link. You should be able to link or add the PDF document on the first page of adding the Bill... If I am entering more then one invoice for a Job i want to be able ...
Guest about 2 months ago in Linked Files (Projects) / Subcontract Invoices / Vendor Bills 0 Future consideration

Sort by Record Number in link existing files

No description provided
Guest 25 days ago in Linked Files (Projects) 1 Already exists

Insurance Expiring Alert

An alert needs to be sent out to someone that can be set as an insurance manager letting them know that the subcontractors insurance is about to expire on their project.
Misty Toulouse about 1 year ago in Projects 3 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 8 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles 8 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration

Adding Existing Company to Project from PO and Subcontract - Not Returning to Record Creation when Added

Currently from within the PO and Subcontract entry, when "Adding Existing Company to Project Directory" from a PO or Subcontract, it does not return to the record you started. It goes back to Procurement where you have to select either Purchase Or...
Dawn Parents about 1 year ago in Project Directory / Purchase Orders / Subcontracts 1 Future consideration