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Bulk Convert Clock-Ins to Labor Timecards

A way to convert all clock-ins to labor timecards in one UI, rather than having to first select the individual project & project contract
Shana Leader 11 months ago in Clock-In / Clock-Out / Labor Timecards 0 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 over 1 year ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

CTRL + Clicking a Hyperlink To Open Item In New Window

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...
Guest over 1 year ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration

Add OCR to Drawings and Specs

One feature that would be really useful is to have OCR capabilities added to imported drawings and specs that would automatically pull out the Spec Section #, Name, and Submittal Requirement from the PDF automatically. This would be a big time saver!
Dario Tomic over 2 years ago in Projects 1 Future consideration

Save Filtered Views

I have noticed that when you are on certain list view, you can select columns, filter and set the order of records presented, but if there is a view that you prefer, you have to make those selections each time. I would be great if you can save and...
Henry Lubas over 2 years ago in Other 0 Future consideration

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator
Matthew Carlisle about 1 year ago in Submittals / UI User Interface Enhancements 1 Future consideration

Export PO lines separately

It would be very helpful if PO and Subcontract lines items would be exported to Intacct just the way they are entered into SCM. Currently any line items that have the same cost code all get lumped into one line. We constantly have multiple lines w...
Brandon Dahn about 1 year ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontract Invoices 0 Future consideration

Print Estimate proposal in item order

Clients are wanting to see the items listed in order entered rather then grouped by cost code.
Matthew Carlisle 6 months ago in Proposals, Reports, Logs, Exports 0 Needs review

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock almost 2 years ago in Digitizer / Document Viewer / Drawings 3 Planned

Internal Access to Specific Projects

Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.
Guest 10 months ago in Projects / User Properties / User Security Roles 1 Already exists