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Automated Submittal email notifications

When a submittal is created, the system should have the ability to sent out email notificatons automatically each day until the responded responds to the submittal.
Blesson Mannil 12 months ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration

WIP report

The WIP report embedded in the WIP dashboard needs to be an analytic report on the list by itself please.
Sue Parker over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports 1 Future consideration

Save Filtered Views

I have noticed that when you are on certain list view, you can select columns, filter and set the order of records presented, but if there is a view that you prefer, you have to make those selections each time. I would be great if you can save and...
Henry Lubas over 1 year ago in Other 0 Future consideration

Improved Project Status Functionality in the Integration with Sage Intacct

The posting preferences for the SCM > Sage Intacct integration currently only allow for setting a default "project status" upon creation of a project in Intacct. Ideally SCM would have some additional functionality (similar to intacct) that wou...
Carl Lyles 8 months ago in Accounting Link for Sage Intacct / Prime Contracts / Projects (Active and Inactive) 2 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest 10 months ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

Add project location for work orders and subcontracts

being able to have project locations for home builders or other industry for example bathroom, kitchen, mudroom, etc. to be added to work orders and subcontracts and trhoughout the workflow for visibility in the project
Ariel Johannes 7 months ago in Locations / Procurement / Work Orders 0 Future consideration

Add Vendors to ITB by Classification List, Not By Distance

The add by classification window for ITB does not do as it suggests. If I wanted to search by distance from the project, that should be a separate option. When adding by classification, I just want to see the list of vendors in the classification ...
Karson Smith 7 months ago in ITB (Invitation to Bid) 2 Future consideration

Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.
Ariel Johannes 8 months ago in Feature Settings / UI User Interface Enhancements 1 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 10 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 3 Future consideration

Intuitive one screen estimating

Could we get an estimating module that is not a chore to use. One screen or less as a moto. Currently, to enter one line item on an estimate it takes 4 different screen and windows before you are able to enter a price. And you have to do this for ...
Ben Walters 3 months ago in Estimating Items / UI User Interface Navigation 0 Future consideration