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Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
Carl Lyles 10 months ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

Auto apply Prime markups to CPR and CO's

When a Prime includes markups, allow the markups to be automatically applied and visible for each CPR and CO's. Therefore the PM doesn't miss adding markups to the CPR's or CO's
Deb Kauffman 2 months ago in CO / CPR / Markups | Adds | Cuts 0 Future consideration

Prime Invoices & Sub Invoices - Ability to Assign Retainage % to specific job cost codes

Currently, when creating a prime invoice, it assumes a specific retainage for each line item. We have items, like General Conditions, Contractor fee, Arizona TPT tax, where retainage is NOT held. This prevents us from using the Prime invoice featu...
Trina Lapena over 1 year ago in Prime Invoices / Subcontract Invoices 6 Planned

Pull quantities in from Excel/HCSS

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.
Jenny Pewtherer 7 months ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 4 Future consideration

Display company code when creating a new Project

We have clients that have the same company as both Vendors and Customers, so two companies would technically be setup. It would be nice of the Company Code was displayed when creating new Projects to ensure the correct Customer is selected since a...
Kristina Szczerbinski 7 months ago in Contact Management / Prime Contracts / Projects 1 Future consideration

Add purchase order field to Prime Contract wizard

Thank you for adding the Owner PO field to the prime contract - very helpful! Can you also add it to the wizard so that we don't have to go back and Edit to add it later?
Audrey Peebles about 2 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / UI User Interface Enhancements 1 Future consideration

Create Change Proposal Request from an RFI

A typical workflow would be to create a change proposal request from a request for information. It would be beneficial to have that option added from the request for information.
Adam Clark over 1 year ago in CO / RFI 0 Future consideration

Can there be more than 5 cost types

Client needs the ability to create more than 5 cost types to split data out in Sage Intacct
Guest about 1 year ago in Job Cost Codes 3 Future consideration

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
Guest 8 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

Add option to not create contract item when importing budget.

SOV can be vastly different from Budget. It would be helpful to have the option to not create contract items when importing the budget, so that the user can import the SOV separately without having to delete the entire list of contract items autom...
Guest 2 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration