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Ability to assign different retainage percentage to each prime contract line item

In Intacct, you can assign varying percentages to contract line items. e.g., Contract Line Item #1 might have a set retainage value of 10%, while Contract Line Item #2 might have a set retainage value of %5. In SCM you can assign a default retaina...
Adam Clark about 1 year ago in Prime Contracts / Retention Retainage Holdback 3 Future consideration

Add a search function for importing cost codes

On out T&M jobs we have to import cost codes from our master list as there is no budget to upload. It would be very helpful to have a search field to help filter down the list of hundreds of cost codes instead of having to scroll through them ...
Kenani Brandon 9 months ago in Job Cost Codes / UI User Interface Navigation 0 Future consideration

CO Entry/Distribution

Could it possible to modify the prime change order entry line item entry/distribution to be like the prime contract screen for distribution...prime contract change column and cost budget column?
Molly Toledo 7 months ago in CO 2 Future consideration

Add Resource on Subcontracts other than S and Unbillable

Sometimes Subcontractors also supply material. Allow each cost code line item to include a Resource and if it is Billable or Unbillable for a Cost Plus contract. We might have a sub do some correction work we don't want the owner to be billed for.
Annie Kendrick 11 months ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Subcontracts 0 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 4 months ago in Accounting Link for Sage Intacct / Prime Contracts / Projects (Active and Inactive) 1 Future consideration

Scheduling Functionality

Scheduling functionality that can associate budget line items/cost codes with schedule lines to make forecasts fluid as the schedule adjusts.
Sue Parker about 1 year ago in Job Cost Codes / Prime Contracts / Schedules (Gantt Chart) 0 Future consideration

Recognize date issues prior to accounting system sync

If the system can recognize when an issue date is after the payment due date and provide an error message, it will reduce the back and forth with the invoice approver. I found this error when I attempted to sync the invoice with Intacct. Now I hav...
Guest 6 months ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

Automatically Apply CPR markup

Automatically apply CPR/CO markup (rather than taking the step to import it).
Guest 12 months ago in CO / CPR 0 Future consideration

Retainage adjustment

Have the ability to adjust the amount due to rounding differences. Currently, you can only adjust the percentage held on the total invoice but it then calculates and rounds per job cost code so you can end up with a rounding difference. This ideal...
Tim Smith about 1 year ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 1 Future consideration

Default CPR / CO Markups

Default CPR / CO Markups - Option to pull from or default from a feature setting, to copy from another prime contract
Adam Clark about 1 year ago in CO / CPR 0 Future consideration