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User Interface

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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 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
Guest 11 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

Ability to remove "Default" from reports dropdown

We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default r...
Kenani Brandon over 1 year ago in Detail Report Templates / UI User Interface Enhancements 2 Future consideration

Add sent from filter to list views

Add columns for sent from and sent date to list views, have it populate from teh emails sections of transactions. This way clients can filter their list views by which items have been emailed out of the system.
Guest about 2 months ago in UI User Interface Enhancements 1 Future consideration

Subcontractor Change Order Cost Codes

When creating a subcontractor change order, it would be nice when selecting a cost that the cost codes that are associated with their contract would list on top and then give the option for the rest of the cost codes below that.
Megan Zwart about 2 months ago in Job Cost Codes / SCO / UI User Interface Enhancements 0 Future consideration

Quick population and adjustment for approval of labor time card

Manual entry of each individual clock in clock out during the approval of labor time cards could be expedited with the hours auto population and a fillable adjustment column.
Guest about 2 months ago in Clock-In / Clock-Out / Time & Expense Workflow / UI User Interface Enhancements 0 Future consideration

Ability to add a manual Status column in Purchase Orders

We’d like to suggest the option to add a custom “Status” column in the Purchase Orders modules. This column would allow users to manually assign and update internal statuses, such as: “Pending Approval” “Partially Paid” “Joint Check Pending” Curre...
Mylena Lopes 3 months ago in Feature Settings - New Dimensions Considered / Purchase Orders / UI User Interface Enhancements 1 Future consideration

Mass Delete Vendors from ITB

Consider the ability to delete multiple vendors from ITB at once in lieu of . Similar to "Choose Bulk Actions" button in Estimating.
Michael Miller about 2 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration

Add purchase order field to Prime Contract wizard

Thank you for adding the Owner PO field to the prime contract - very helpful! Can you also add it to the wizard so that we don't have to go back and Edit to add it later?
Audrey Peebles 5 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / UI User Interface Enhancements 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 year ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration