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Prime Contract Status visible in Accounting Link "Primes Ready for Posting"

We are very excited about the August 2024 release, and the ability to send the prime contract separate from the project. As per the release notes, this is especially important when updates to the prime contract are to be made. Having the ability t...
Carl Lyles 5 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 0 Future consideration

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 9 months ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 Future consideration

Employee - Set default works comp code

Set a default workers comp code for the employee, when this employee is referenced on a labor timecard it should default to this code
Jack Speshock about 2 months ago in Employees (Active or Inactive) / Job Cost Codes / Labor Timecards 1 Future consideration

AP pulling into AR billing automatically.

We are needing the subcontract invoices and bills to pull into the AR billing automatically.
Guest 9 months ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Vendor Bills 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 5 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration

Job Address and Email Address Visibility in Prime Contracts

Currently you have to go into "Edit" mode to see the job site address for a Prime Contract. For those who need to see it and may not have access to edit records, it would be helpful to have it visible in the Prime Contract Information Screen at th...
Dawn Parents 12 months ago in Prime Contracts 2 Future consideration

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
Dario Tomic about 1 year ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 Future consideration

Restrict Cost Types to Cost Codes

Clients need the ability to restrict cost types to cost codes
Guest 9 months ago in Job Cost Codes 0 Future consideration

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.
Norman Wendl 6 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr 4 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration