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Update Project Ship To address from Job Address in SCM

Currently, the Job Address does not sync over into Intacct. If there was a way to have the Ship To address updated on the Project record in Intacct, that solves a lot of manually work arounds.
Jo Steiner about 1 month ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

Job Set Up-Internal Stakeholders Customizable Roles

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...
Molly Toledo about 2 months ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles about 2 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 1 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles about 2 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
Dario Tomic 9 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 1 Future consideration

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles about 1 month ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 3 Future consideration

Dynamic Filtering of Active Leads & Projects

In setting access to a user's Leads & Projects, it would be desirable to have dynamic filters applied so that the system automatically added leads and projects based upon the filter criteria selected. The goal would be to eliminate the need to...
Carl Lyles about 2 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 0 Future consideration

Add Classification to Prime Contracts

We need to be able to add Classification to Prime Contracts in order to Map the different income accounts within the same Project. Is there any way to get back to me to see if this is feasible in the near future? We we're hoping to get this done i...
Guest about 1 month ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

Granting Time Approval Access by Utilizing Project Manager Assigned to the Project

In lieu of granting time approval access to a company contact through the User in the Company Settings, it would be useful if the Project Manager listed on the Project was automatically granted time approval access to any Company Contacts added to...
Adam Clark 9 months ago in Clock-In / Clock-Out / Labor Timecards / Projects (Active and Inactive) / User Properties 0 Future consideration

Copy lead functionality

It has been requested to have the ability to copy leads for specific customers. It would be nice to also have the option to copy related records (eg. cost codes, prime contract, POs, subcontracts, etc)
Guest 2 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration