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User Permissions based on Tags

Enhance user project permissions to be able to view only projects they are tagged on (i.e. sales contact, bid contact, PM contact). Or use a classification to automatically update project access as new projects are created. Currently when filterin...
Guest 26 days ago in Employees (Active or Inactive) / User Properties / User Security Roles 0 Future consideration

Prime Contract Status visible in Accounting Link "Primes Ready for Posting"

We are very excited about the August 2024 release, and the ability to send the prime contract separate from the project. As per the release notes, this is especially important when updates to the prime contract are to be made. Having the ability t...
Carl Lyles 6 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 0 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker 11 months ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.
Guest 10 months ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

Add the ability to have multiple Docusign accounts set up by user.

Contractors where each PM has their own Docusign account login
Deborah Lastro 7 months ago in eSign (including DocuSign) 1 Future consideration

Workflow - Make approval history reportable

Currently the only way to see a list / log of who approved what transactions is to go the transaction itself and scroll down to the workflow section. This needs to be available to include in log reports so a user can print an audit log of who appr...
Jack Speshock 8 months ago in Workflow 0 Future consideration

Button on time tracking to auto split to OT after 40 hours in a week

Add a button to automatically split the last day for OT for hours over 40 hours in a week.
Guest 8 months ago in HR, Time, and Expenses 0 Future consideration

Add drawings and specs from mobile app

I have had a customer request the ability to upload drawings and specs from the mobile app. Their project managers all have iPads that they use for work.
Jack Speshock about 1 year ago in Drawings / Mobile - Android / Mobile - Apple 0 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 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 0 Future consideration

Ability to Copy a Prime Contract

We use multiple prime contracts for service work and currently we have to add them manually and add markups to each one.
Annie Kendrick 12 months ago in Prime Contracts 6 Future consideration