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Add Labour Rates by Project NOT employee

Currently if a certain job has different labor rates then the standard rates you have to go in to each employee and give them project specific rates... you should be able to go to a project and Assign the rates .. Rates for Site Super, Carpenter a...
Guest 3 months ago in Labor Items 1 Already exists

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles about 1 year ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration

Job Address and Email Address Visibility in Prime Contracts

Currently you have to go into "Edit" mode to see the job site address for a Prime Contract. For those who need to see it and may not have access to edit records, it would be helpful to have it visible in the Prime Contract Information Screen at th...
Dawn Parents over 1 year ago in Prime Contracts 2 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

Simplification of Reporting vs Analytics

Are there any plans to simplify Reporting vs Analytics? It is very cumbersome and not very friendly. There currently is not resource available (that I have found) from a training perspective or webinar to build reports. There are features availabl...
Dawn Parents 5 months ago in Reporting / Analytics 2 Unlikely to Implement

Dynamic Filtering of Active Leads & Projects

In setting access to a user's Leads & Projects, it would be desirable to have dynamic filters applied so that the system automatically added leads and projects based upon the filter criteria selected. The goal would be to eliminate the need to...
Carl Lyles about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
Guest over 1 year ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

AP pulling into AR billing automatically.

We are needing the subcontract invoices and bills to pull into the AR billing automatically.
Guest over 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Vendor Bills 0 Future consideration

Change Management - Single line vs multiple lines on sync

Currently, when pushing over a change order on a prime contract, it syncs over into Intacct in multiple lines. It pushes over into the cost budget with a zero line for the contract value and on the contract side, it pushes over a zero line for the...
Jo Steiner over 1 year ago in Accounting Link for Sage Intacct 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 almost 2 years ago in Prime Contracts / Retention Retainage Holdback 3 Future consideration