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Prime Contracts

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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 5 months ago in Contracts and Procurement Workflow / Prime Contracts 0 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 over 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

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 7 months ago in Prime Contracts / Subcontracts 3 Future consideration

AP pulling into AR billing automatically.

We are needing the subcontract invoices and bills to pull into the AR billing automatically.
Guest 11 months ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Vendor Bills 0 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 about 1 year ago in Prime Contracts 2 Future consideration

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 over 1 year ago in Prime Contracts / Retention Retainage Holdback 3 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 about 1 year 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 6 months ago in Accounting Link for Sage Intacct / Prime Contracts / Projects (Active and Inactive) 2 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

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 over 1 year ago in Job Cost Codes / Prime Contracts / Schedules (Gantt Chart) 0 Future consideration