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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 about 1 year ago in Prime Contracts / Retention Retainage Holdback 3 Future consideration

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.

Estimated Percent Complete Entry Screen

From what I understand, when entering Estimated Percent Complete, this only impacts Labor and Equipment forecasting. It seems like the Estimated Percent Complete Details entry screen includes ALL cost codes, not just ones with labor or equipment h...
Adam Clark 10 months ago in Reporting / Analytics 1 Future consideration

Update the old Corecon Training Video

The training videos for Architects and Owners are out of date, and do not represent the product today. Please update or remove them.
Guest 8 months ago in Teamlink Portal (General) 0 Planned

Form builder

Clients are looking for the ability to build checklists with more options and/or safety forms that can be accessed for employees to complete. Checklists with more options than checked. Inspection reports for equipment often need to be completed da...
Sue Parker 3 months ago in Safety 1 Future consideration

Drop down Approval for POs

Hi, It would be nice if there was a drop down option for POs so that you can change to approved without having to go in and edit. The bills work that way now so would be a nice consistency as well.
Guest 10 months ago in Purchase Orders / Vendor Bills 0 Future consideration

Default to "Not Show in Portal" all files uploaded in the TeamLink Portal by Respondents

It seems like it should be the default, or at least there should be a system setting for the default to NOT "Show in Portal" all "Files Uploaded in the TeamLink Portal by Respondents". We have yet to fully utilize the teamlink functionality; howev...
Carl Lyles 4 months ago in Linked Files (Projects) / TeamLink Portal 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 12 months ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Subcontracts 0 Future consideration

Timecard - Add Cost Code Option on Global Change Function

Add the Cost Code to the Timecard Approval List
Annie Kendrick 12 months ago in Labor Timecards 6 Future consideration

Add a search function for importing cost codes

On out T&M jobs we have to import cost codes from our master list as there is no budget to upload. It would be very helpful to have a search field to help filter down the list of hundreds of cost codes instead of having to scroll through them ...
Kenani Brandon 9 months ago in Job Cost Codes / UI User Interface Navigation 0 Future consideration