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Issue a credit against a Subcontract/ PO line item

Issue: Client is being issued a credit from a subcontractor after line has been billed 100% Intacct will not allow you to input a negative value against a positive line item (for the credit) Since SCM combines all cost codes during the sync, we ca...
Patrick Sheppard 6 months ago in Accounting Link for Sage Intacct 2 Planned

Pull quantities in from Excel/HCSS

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.
Jenny Pewtherer 8 months ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 4 Future consideration

Primavera P6 Uploads

Please provide the ability to upload Oracle Primevera P6 files. We use that software for scheduling and right now we have to convert our schedules to a Microsoft Project file to upload the schedule in Sage PM and this is inefficient.
Guest 21 days ago in Schedules (Gantt Chart) 0 Needs review

Excel import Subcontract Schedule of Values

This is already an existing feature for Prime Contract Schedule of Values. Should be straightforward to implement this for the Subcontract side as well. Significant quality of life improvement over entering each line item manually.
Guest over 1 year ago in Procurement 2 Future consideration

Ability to Hold Retainage % on Purchase Orders (POs)

Please see also SAGECM-I-445. The request from John Masterson included a request to add the ability or option to hold retention on Procurement Purchase Orders similar to the way it is held on Procurement Subcontracts. This request separates the or...
David Holler 11 months ago in Procurement / Retention Retainage Holdback 1 Future consideration

Drawings-Overlay for revisions

When a revision is uploaded the revision overlays the last revision. This way you can see what was changed
anthony henderson over 1 year ago in Drawings 0 Future consideration

Deleting a Contact from a Project

A consultant is not involved in the project and wants to be removed from project correspondence. They are not on any submittals or RFIs, but the person was Cced on one submittal. They cannot be removed from the project. If a person is not a review...
Genevieve E 7 months ago in Contacts / Correspondence / RFI / Submittals 0 Future consideration

Subject Line in ITB Subcontractor Emails

Clicking on a subcontractor on the ITB vendors page shows the vendor's history on the project. At the bottom of the page, it shows the emails sent. We have created a number of email templates to use throughout the bidding process. It would be help...
Marc Macialek 2 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration

PO Bill and Sub default auto populate fields from Supplier info or Settings

To help speed up PO, Bill and Subcontract entry if certain fields could be pre populated from supplier fields or system settings. For a PO currently Issued By and Authorized By populates the same from the Prime Contract Contact. Would be useful to...
Tim Smith 5 months ago in Contact Management / Contacts / Procurement 0 Future consideration

Auto apply Prime markups to CPR and CO's

When a Prime includes markups, allow the markups to be automatically applied and visible for each CPR and CO's. Therefore the PM doesn't miss adding markups to the CPR's or CO's
Deb Kauffman 3 months ago in CO / CPR / Markups | Adds | Cuts 0 Future consideration