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Sync down the SCM SOV by line item to SIC

Posting the SCM, SOV down to Sage Intacct's project contract lines using the line items, and not grouping by cost/ owner/ division/ major codes, would benefit the client in the following ways. Client will be able to apply CO to the SOV task with...
Patrick Sheppard about 1 month ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 1 Future consideration

Issues - add the company to the column selection

When a company or contact is associated with an issue you should be able to have the option to select the company/contact in the Column selection for viewing issues on screen.
Brooke Gemmell 7 days ago in Issues / UI User Interface Enhancements 0 Future consideration

Reports Committed Cost Overview By Resource Type and Contract Invoice And Cost Overview - Filters

It would be very helpful if the reports Committed Cost Overview By Resource Type and Contract Invoice And Cost Overview included both filters: Include Pending Transactions Use Prime and Sub Invoice Gross If it is not possible to update the e...
Mylena Lopes 21 days ago in Detail Financial Analytic Reports 1 Future consideration

Add an area to QC & Safety to handle warranty information

Customers are requesting an area like test/inspections for warranty. Start dates - end dates and store warranty documentation.
Sue Parker 8 days ago in Quality Control / Work Orders 2 Future consideration

Attachment Preview

We are moving our AP approval process from Paperless to SCM. Our PMs have expressed the one feature they miss is being able to see the invoice image pop up automatically when approving invoices. If there were some type of attachment preview they c...
Rachel Betts about 1 month ago in OCR / UI User Interface Enhancements / Vendor Bills 0 Future consideration

Drawing management

Please consider getting our drawings management inline with PlanGrid/Autodesk or Procore. Features such as drawings revisions,overlay,puchlist tag/RFI tag is essential in managing multiple revisions for us and our project teams.
ron colindres 11 months ago in Drawings 2 Planned

Ability to have a consultant login for client sites

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...
Adrianna Johnson about 1 year ago in User Properties / User Security Roles 2 Future consideration

Limit Delete Permissions to Admin Users Only

Add more detailed user permission settings so that only Admin users can delete items. Regular users should not have the ability to delete drawings, files, or other important data.
Amery Scott 4 months ago in Settings / User Properties / User Security Roles 0 Future consideration

PO CO Detailed Reports

Currently, PO COs are able to be created, however, the Detailed Report to print and send to vendor for signature is not complete. Comments are pulling from original PO and not PO CO items. Also, there is no signature field. Is this something that ...
Victoria Edenfield Hurd 3 months ago in Log Style Reports / PO CO, POCO, Purchase Order Change Order / Purchase Orders 0 Future consideration

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest about 1 year ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration