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Prime Contracts

Combine Lump Sump and Cost Plus items on the same Prime Contract
Gilbert Sanchez about 1 year ago in Prime Contracts 1 Future consideration

Add Option to Create CO and Create Prime Invoice from Actions when in Prime Contract

It would enhance the UI if when in the Prime Contract to have the ability to navigate to add change order (Add CO) or create prime invoice from the Actions drop down. This would streamline the flow and add a smoother flow and less navigation clicks.
Dawn Parents about 1 year ago in CO / Prime Contracts 0 Future consideration

Bring RFI pricing into CPR or CO

Can we add the option to import pricing/budget from an RFI to a CPR or CO?
Guest 7 months ago in CO 1 Already exists

JCC import error if the ID & Description for CC do not match master list ID & Description

This would come in handy in the given scenario: If the client is trying to import cost codes via the Excel import onto a prime contract (the job cost codes) or trying to manually add an item to the contract, it would be nice to have an error or me...
Patrick Sheppard 7 months ago in Importing Excel Templates / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 Future consideration

Bulk action to change PRIME CONTRACT

We are all humans some times we make mistakes, so in order to correct this mistakes and keep the work flow we need a BULK option to change PRIME CONTRACTS whiting the same project because now we have to do it ONE BY ONE! If we uploaded 1000 wrong ...
Guest 7 months ago in Prime Contracts / UI User Interface Enhancements 1 Future consideration

Projects - Prime Invoice Screen add fields

Add a columns to show if the invoice has been paid, how much and what date.
Bruce Dutnall 7 months ago in Prime Invoices / UI User Interface Enhancements 1 Future consideration

Unable to Delete Cost Code when Employee Clocked in using that cost code

When helping customers clean up their cost codes lists after implementation, we ran into an issue trying to delete a cost code from the project. If an employee has clocked in using that cost code, we have no way to delete the cost code until the e...
Bryan Shirota 7 months ago in Clock-In / Clock-Out / Job Cost Codes 0 Future consideration

Under the Prime Contract Invoice Information in the Net Retainage Summary box it would be helpful to have a column that shows the Subcontractor Retainage amounts.

This would give you a snapshot of how much retainage is currently being held for the entire contract. There is currently not a view that shows this information.
Guest over 1 year ago in Prime Invoices / Subcontract Invoices 0 Planned

Ability to Add SOV that is seperate from job cost codes

Most of our customers are not able to tie thier internal cost codes to owner cost codes in a 1:1 or Many:1 relationship. They would like the ability to enter a SOV that is totally seperate from their job cost codes.
Jack Speshock over 1 year ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts / Prime Invoices 1 Future consideration

CO Excel Budget Import - Include Hours Budgets

The excel import for CO budgets doesn't include hours budgets. I tried guessing the column header in case the feature was there, just not documented, but no luck. After import, we need to manually add the hours budgets, but this is often forgotten...
John Drinkwater over 1 year ago in CO 0 Future consideration