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Granular level security - cost code or type

Prospects are requesting the ability to restrict access to cost codes and/or cost types for various reasons. Some charge incentives to cost codes on a project and don't want PM/Super to have access to this information. Others have issues with role...
Sue Parker 23 days ago in Job Cost Codes / User Security Roles 1 Future consideration

Prime Retainage Options

There needs to be an option to select the amount of retainage for each line on the prime rather then the all or nothing option selected before hand. Each prime line is different and one may have retainage while another line may not.
Guest 3 months ago in Job Cost Codes / Prime Invoices / Retention Retainage Holdback 1 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 3 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

Ability to create Change Orders of a different Contract Type than Prime Contract

It is very common in our industry for change orders to have a different contract type than the prime contract. For example, a project may be initiated from an estimate as a fixed lump sum contract. As the project progresses, a change order may ini...
Carl Lyles 4 months ago in CO 9 Future consideration

Simplify and enhance the process of revising prime contracts when integrated with SIC

Ideally, the locking/unlocking of prime contracts would be permissions controlled. Once unlocked, the user should be able to edit the prime contract estimate, revenue, cost codes, etc. To best manage editing of prime contract estimates, cost codes...
Carl Lyles 3 months ago in Contracts and Procurement Workflow / Prime Contracts 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 9 months ago in Job Cost Codes 3 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 about 1 year ago in CO / RFI 0 Future consideration

Prime Invoice Payment Update Field

Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in...
Guest about 2 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 3 Future consideration

Ability to Copy a Prime Contract

We use multiple prime contracts for service work and currently we have to add them manually and add markups to each one.
Annie Kendrick 11 months ago in Prime Contracts 6 Future consideration

Prime budget cost code referenced on subcontract

It would be very helpful to see and reference the budget amount for the given costcode(s) that are being subcontracted on the procurement documents. Is this possible to do now?
Guest 5 months ago in Prime Contracts / Subcontracts 3 Future consideration