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Change setting Specify Contacts for Project once created

Once you have created a Project and selected the "Specify Contacts for Project" and therefore "Show Only Specified Contacts on Add/Edit Forms" you can no longer change that setting (and you can't even see how it is set). So if you missed setting t...
Tim Smith over 1 year ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 Future consideration

Send RFI, Instruction from Project Groups

Having the Project team groups as an option in the contact list for a project so we can send all correspondence to a Project team group instead of induvial clicking them or a separate message for each contractor . e.g. RFI's, Transmittal, issues,
Brendon Rohde over 1 year ago in Project Groups / RFI 0 Future consideration

Add a Rating tag for companies in Contact Management

Add a field that would allow users to rate vendors. For the sake of the current Contact Management setup, the ratings would be: 1 2 3 4 5 N/A [N/A for companies who are only clients]
Audrey Peebles 4 months ago in Contact Management / New Product Integration / Project Directory 4 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 12 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration

Dynamic Filtering of Active Leads & Projects

In setting access to a user's Leads & Projects, it would be desirable to have dynamic filters applied so that the system automatically added leads and projects based upon the filter criteria selected. The goal would be to eliminate the need to...
Carl Lyles about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
Guest over 1 year ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

Granting Time Approval Access by Utilizing Project Manager Assigned to the Project

In lieu of granting time approval access to a company contact through the User in the Company Settings, it would be useful if the Project Manager listed on the Project was automatically granted time approval access to any Company Contacts added to...
Adam Clark over 1 year ago in Clock-In / Clock-Out / Labor Timecards / Projects (Active and Inactive) / User Properties 0 Future consideration

Add a Quick Note to a project

within the project, there should be an option to add a "quick note" into a project, like a cheat sheet next to the "Edit button" (right top corner), within the project.
Blesson Mannil about 2 months ago in Projects 0 Future consideration

Insurance for Architects & Engineers

Architects and Engineers are not required to provide insurance to us, but they will show up as "without insurance on active projects". Is it planned to create a check box to say someone does not require insurance, so they will not show up in that ...
Molly Toledo about 1 year ago in Projects 1 Future consideration

Improved Project Status Functionality in the Integration with Sage Intacct

The posting preferences for the SCM > Sage Intacct integration currently only allow for setting a default "project status" upon creation of a project in Intacct. Ideally SCM would have some additional functionality (similar to intacct) that wou...
Carl Lyles 11 months ago in Accounting Link for Sage Intacct / Prime Contracts / Projects (Active and Inactive) 2 Future consideration