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Markup for CPR/CO and Cost Plus have Resource selection

Currently for CPR/CO markups it applies the same markup across all resources. This becomes problematic when you have an agreed labour rate so you don't want any markup on labour so you have to recalculate the markup yourself. Could Resource select...
Tim Smith 9 months ago in CO / CPR 5 Planned

Prime Contracts

Combine Lump Sump and Cost Plus items on the same Prime Contract
Gilbert Sanchez 6 months ago in Prime Contracts 1 Future consideration

Add Option to Create CO and Create Prime Invoice from Actions when in Prime Contract

It would enhance the UI if when in the Prime Contract to have the ability to navigate to add change order (Add CO) or create prime invoice from the Actions drop down. This would streamline the flow and add a smoother flow and less navigation clicks.
Dawn Parents 6 months ago in CO / Prime Contracts 0 Future consideration

Import Multiple Change Orders simultaneously from a single Excel Import Template

Please allow for an option to import from excel under the "Change Order" Module. This would save us significant amount of time instead of manually adding each item. The import file could be identical to a Prime Contract Import from excel.
Jake Nelson 10 months ago in CO / Importing Excel Templates 4 Future consideration

Ability to Add Work Order from Change Order

Currently you can create Subcontracts and PO's by various means. Would be helpful to be able to create a Work Order from a Change Order. Many Work Orders are generated as a result of a Change Order being created either manually or via estimate. If...
Dawn Parents 11 months ago in CO / CPR / Work Orders 0 Future consideration

Be able to transfer or journal a single amount from one contract to another, within a project.

Example: all the costs for fencing went into one contract to work out the cost per linear metre, then we wanted to allocate costs across several contracts according to the lengths of fencing on each. Example: we are billing multiple clients for on...
Guest 4 months ago in Prime Contracts 0 Future consideration

Interim Prime Contract Status Between Approved and Approved and Closed

When a project is completed and pending final closure, additional cost and time may not want to be added to the project/prime contract. Interim codes such as Pending Close and Approved for Close on prime contracts would have the properties that do...
Dawn Parents 11 months ago in Prime Contracts 0 Future consideration

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...
Dawn Parents 7 months ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

Cost plus without GMP Contract has Cost Summary Breakdown

The cost plus with GMP has a nice simple breakdown of cost budgets by resource. Hoping same thing could be added to cost plus without GMP
Tim Smith 12 months ago in Cost Plus Without GMP / Prime Contracts / UI User Interface Enhancements 4 Future consideration

Ability to Add SOV that is seperate from job cost codes

Most of our customers are not able to tie thier internal cost codes to owner cost codes in a 1:1 or Many:1 relationship. They would like the ability to enter a SOV that is totally seperate from their job cost codes.
Jack Speshock 9 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts / Prime Invoices 1 Future consideration