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Project "Financials" Tab on the Project Home Screen

In the old Corecon, on the Project Home screen, there was a "Financials" tab where you could quickly see the contract value, amount invoiced, etc. This disappeared when Corecon went to Sage and it would be very useful to have this back.
Justin Whitaker about 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Adding Read-Only Permissions For Internal Security Roles

It would be helpful to be able to assign read only for internal security roles. Having wither full access to add, edit, etc: or having 0 access does not work for alot of muy clients. For example PE's and Supers need to view alot fo things that the...
Grant Shields 10 months ago in User Security Roles 0 Future consideration

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr 6 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration

Time Card Questions before clocking out

Our other timeclock app allows us to add customized questions before the employee can clock out. "Were you injured today" "Did you witness anyone else get injured today" "Did you arrive at work sober from alcohol and drugs". etc. These have proved...
Wayne Martin 10 months ago in HR, Time, and Expenses 0 Future consideration

Allow grouping of estimate by owner code

Many of our larger customers provide templates as to how they wish for their estimates to be broken down. These templates include line items with specific descriptions. Upon project award, these same line items and descriptions become the basis fo...
Carl Lyles 10 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Recognize date issues prior to accounting system sync

If the system can recognize when an issue date is after the payment due date and provide an error message, it will reduce the back and forth with the invoice approver. I found this error when I attempted to sync the invoice with Intacct. Now I hav...
Guest 8 months ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

New Prime Contract and Subcontract Status Options

New Options in red. Revised Prime Contract Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Approved and Closed Revised Subcontract Status Options: Draft Pending Submiss...
Norman Wendl 8 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Prime Contracts / Subcontracts 4 Future consideration

Timecards in Leads

It would be really nice to be able to track time our preconstruction team is spending during the lead phase.
Dario Tomic 10 months ago in Labor Timecards / Leads (Active or Intactive) 0 Future consideration

Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
John Drinkwater about 1 year ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

work order items change resource type to LMESO option

When inputting work order items, they automatically show as M - Materials for resource type even though they could be Labor, Materials, Equipment, Sub, Other to have the ability to change to one of those options and to reflect when viewing the wor...
Ariel Johannes 6 months ago in Work Orders 3 Future consideration