SCM - Add Column function to Project Directory page
Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.
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
Add option to add vendors to ITB from Project Directory
If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.
Allow for AR & AP invoices to sync from Intacct for updating job costs vs. GL transactions. This would allow for more detail in job costing as well as updating invoiced amounts on contracts, purchase orders, and subcontracts. Right now for tho...
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...
It would be good if there was a way to input the "Drawing#" at the time you are uploading. The system automatically gives a Drawing# to each page. It is a VERY time consuming process to rename pages [Drawing#s] after they are in the system, especi...
One of my Superintendents asked if there was a tool to overlay one drawing type over another type such as plumbing over a floor plan to see that all is going to match up properly. This would be incredibly useful for the PMs and Superintendents.