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Should be able to open Expenses or Bills in new Tab

You Should be able to open Expenses or Bills, Timecards etc in new tab. Can make changes and then go back to your list and make more changes
Guest 5 months ago in Workflow 5 Already exists

Ability to create Change Orders of a different Contract Type than Prime Contract

It is very common in our industry for change orders to have a different contract type than the prime contract. For example, a project may be initiated from an estimate as a fixed lump sum contract. As the project progresses, a change order may ini...
Carl Lyles 9 months ago in CO 9 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 over 1 year ago in Purchase Orders / Vendor Bills 0 Future consideration

Workflow Stock Report

Can a workflow stock report be created? I created a custom report pulling in the two workflow data views but the WorkflowTransactionIfApprovers table only brings in the participants that have already approved, can the participants who are yet to a...
Michelle Moffatt 6 months ago in Contracts and Procurement Workflow / Log Style Reports 0 Future consideration

Pre Create Photo Albums without photos

It would be helpful if you could create photo albums without having photos. Currently you need to have a photo in order to create an album. It would be helpful to create these albums during project set up so the field team post photos to the corre...
anthony henderson over 1 year ago in Photos 1 Future consideration

Job Cost Code Status

Add a status to Job Cost Codes so they can be closed when work is finished. Then hide those cost codes so they can't be selected in transactions. This would have 2 benefits. There would be less chance of miscoding transactions and there would be l...
Tim Smith over 1 year ago in Job Cost Codes 0 Future consideration

Prime budget cost code referenced on subcontract

It would be very helpful to see and reference the budget amount for the given costcode(s) that are being subcontracted on the procurement documents. Is this possible to do now?
Guest 11 months ago in Prime Contracts / Subcontracts 3 Future consideration

CO to Procurement Wizard - Allow multiple commitments from 1 CO

Some Owner CO's need to get split among different commitments. Currently once the CO is used in the CO to Procurement Wizard it is not available to be used again. It should be able to be used in the CO to Procurement Wizard until the total cost am...
Jack Speshock 5 months ago in CO / Purchase Orders 1 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 over 1 year ago in Prime Contracts / Retention Retainage Holdback 3 Future consideration

Granting Time Approval Access by Utilizing Project Manager Assigned to the Project

In lieu of granting time approval access to a company contact through the User in the Company Settings, it would be useful if the Project Manager listed on the Project was automatically granted time approval access to any Company Contacts added to...
Adam Clark over 1 year ago in Clock-In / Clock-Out / Labor Timecards / Projects (Active and Inactive) / User Properties 0 Future consideration