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Adding CPRs to Pending COs

You cannot add change proposal requests to a pending prime contract change order. Should be able to add using the action command within the prime contract change order itself and also using the prime contract change order wizard (a new dropdown fo...
Adam Clark 10 months ago in CO / CPR 0 Planned

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 6 months ago in CO / Importing Excel Templates 4 Future consideration

Default CPR/CO Markups - New calculations based on resource costs

Add the option to assign CPR or CO markups at the cost resource (cost type) level instead of the cost code level. This option is available in Sage 300 CRE PJ module and customer could have different markups for the same cost code depending on if i...
Jack Speshock 7 months ago in CO / CPR 2 Planned

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 5 months ago in CO / CPR 3 Planned

Add budget hours based on CO items

Currently when create a CO you have to go to Breakdown section to add hour budgets for the CO and we find people are adding the items but forgetting to add the hour budget. Could an hours column be added to the Manual item add which when save will...
Tim Smith 6 months ago in CO 0 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 7 months ago in CO / CPR / Work Orders 0 Future consideration

Change order (Variation) Cost plus type - track previously imported items

When you import associated cost to date (or committed costs) to a Change Order then each time you run the import it adds all associated items even if they were previously imported to the CO causing double ups that you then need to find and delete....
Tim Smith 4 months ago in CO 0 Future consideration

CO Excel Budget Import - Include Hours Budgets

The excel import for CO budgets doesn't include hours budgets. I tried guessing the column header in case the feature was there, just not documented, but no luck. After import, we need to manually add the hours budgets, but this is often forgotten...
John Drinkwater 5 months ago in CO 0 Future consideration

Prime Invoice - Show Change Order Schedule of Values

SOVs are currently printed out in any detailed invoice report for the contract. For any change order, however, the SOVs are hidden and only a lump sum is reported. For consistency and clarity for our clients, it would be great to have the SOV publ...
Guest 5 months ago in CO / Prime Contracts 0 Future consideration

CO status to add costs when not yet approved (have final pricing)

We would like a status that sits between pending and approved where you haven't agreed on a final price but client has agreed to do the work so you want to start capturing costs against the CO. Something like "Submitted CO" "Under Review CO" or "U...
Tim Smith 5 months ago in CO 2 Future consideration