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New CPR, CO and SCO Status Options

New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...
Norman Wendl about 2 months ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

New Prime Contract and Subcontract Status Options

New Options in red. Revised Prime Contract Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Approved and Closed Revised Subcontract Status Options: Draft Pending Submiss...
Norman Wendl about 2 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Prime Contracts / Subcontracts 4 Future consideration

AP pulling into AR billing automatically.

We are needing the subcontract invoices and bills to pull into the AR billing automatically.
Guest 5 months ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Vendor Bills 0 Future consideration

Drawings for Field View and Mark ups on Mobile Platform

Availability for drawings to be viewed and marked up on field, similar to fieldwire. Current viewer is very old and has glitches.
Guest 7 months ago in Drawings, Specifications & ITBs 0 Future consideration

Ability to assign different retainage percentage to each prime contract line item

In Intacct, you can assign varying percentages to contract line items. e.g., Contract Line Item #1 might have a set retainage value of 10%, while Contract Line Item #2 might have a set retainage value of %5. In SCM you can assign a default retaina...
Adam Clark 11 months ago in Prime Contracts / Retention Retainage Holdback 3 Future consideration

Scope Templates - Add "Scope of Work" field

Currently, Scope Templates include fields for Inclusions, Exclusions, and Clarifications. However, it would be nice to have Scope of Work as well when using templates for RFP Packages and Subcontracts.
Norman Wendl about 2 months ago in Templates & Reports 0 Future consideration

Making a detailed Audit Trail Report

This would allow me to see the exact changes that were made by each user that has access to certain steps in the billing process.
Guest 4 months ago in Reporting / Analytics 0 Future consideration

Adding Read-Only Permissions For Internal Security Roles

It would be helpful to be able to assign read only for internal security roles. Having wither full access to add, edit, etc: or having 0 access does not work for alot of muy clients. For example PE's and Supers need to view alot fo things that the...
Grant Shields 4 months ago in User Security Roles 0 Future consideration

Add Resource on Subcontracts other than S and Unbillable

Sometimes Subcontractors also supply material. Allow each cost code line item to include a Resource and if it is Billable or Unbillable for a Cost Plus contract. We might have a sub do some correction work we don't want the owner to be billed for.
Annie Kendrick 7 months ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Subcontracts 0 Future consideration

Edit General Messages ITB

Under invitation to bid once you create a general message you cannot edit, or delete it... would be nice to have this feature
Gilbert Sanchez 3 months ago in ITB (Invitation to Bid) 0 Future consideration