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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 over 1 year ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 1 Future consideration

Separate Cost Codes for payables and receivables

Only make cost codes for Payables and Receivables available to each of those catagories. For instance: Cant use the overhead cost code on an SCO but you can on a change order to a client. Make it so it cant even be an option on an SCO
Sue Kelly 4 months ago in Job Cost Codes 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 11 months ago in CO 2 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 9 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

Cost code to premade item list

Could you code a simple option on the items tab to make an item out of every cost code selected for the estimate? Currently you have to manualy choose each one to create the item list. Most estimates are 70+ items long. you could save us so much t...
Ben Walters about 2 months ago in Estimating Items / Job Cost Codes / Work Items 1 Future consideration

Auto Tagging Parent Cost Code when Child Cost Code is checked

Clients are requesting that when adding in Cost Codes in the system that when a user clicks on the child parent it auto selects the parent, rather than having to tag both. Should be a one to one relationship rather than the system allowing a child...
Guest about 2 months ago in Estimate Cost Codes (WBS) / Job Cost Codes 1 Already exists

Add a filter for Billable Status to the "import committed cost transactions" in Change Orders

Have found a problem with Cos that are non-billable: Cost-plus With GMP project: in a CO, ‘Import Committed Cost Transactions’ doesn’t respect the billable status of the incoming items. Non-billable items are imported into the CO resulting in an i...
Guest 4 months ago in CO 2 Already exists

Automatically Apply CPR markup

Automatically apply CPR/CO markup (rather than taking the step to import it).
Guest about 1 year ago in CO / CPR 0 Future consideration

Sliding Scale retention (retainage)

Most contracts in New Zealand and Australia that have retention held are not a flat percentage being held across the contract. The common rules are NZ 10% up to $200,000 then 5% next $800,000 and 1.75% next $8,000,000 then nothing after that AUS 1...
Tim Smith over 1 year ago in Prime Contracts / Prime Invoices / Retention Retainage Holdback / Subcontract Invoices / Subcontracts 2 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 over 1 year ago in CO / CPR 0 Future consideration