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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

ITB Trade Company Bid Status Drop Down on Main Vendor page

On the ITB vendor page, it would be great if the subcontractor company lines had a simple dropdown box to change the bidding status. As it currently is, you have to click on the company-->edit bid status-->dropdown to finally be able to chan...
Marc Macialek 3 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 1 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 about 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 about 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 about 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

Change setting Specify Contacts for Project once created

Once you have created a Project and selected the "Specify Contacts for Project" and therefore "Show Only Specified Contacts on Add/Edit Forms" you can no longer change that setting (and you can't even see how it is set). So if you missed setting t...
Tim Smith about 1 year ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 Future consideration

Bulk Action Reactivate inactive Workflow

Accidently inactivated all of their workflows using this bulk actions option It would be helpful if when looking at the list of inactive workflows, we could click Bulk Actions and set them all Active again.
Bryan Shirota about 2 months ago in Contracts and Procurement Workflow 0 Future consideration

Simplify and enhance the process of revising prime contracts when integrated with SIC

Ideally, the locking/unlocking of prime contracts would be permissions controlled. Once unlocked, the user should be able to edit the prime contract estimate, revenue, cost codes, etc. To best manage editing of prime contract estimates, cost codes...
Carl Lyles 9 months ago in Contracts and Procurement Workflow / Prime Contracts 0 Future consideration

Add the ability to have multiple Docusign accounts set up by user.

Contractors where each PM has their own Docusign account login
Deborah Lastro 12 months ago in eSign (including DocuSign) 1 Future consideration

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 about 1 year ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration