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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 over 1 year 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 over 1 year ago in ITB (Invitation to Bid) 2 Future consideration

Status updates for checklist

Need a way to make a custom checklist that gives you an option with (not started, pending, completed, N/A, etc)
Carlos Almeida 3 months ago in Checklists 0 Needs review

Reports Committed Cost Overview By Resource Type and Contract Invoice And Cost Overview - Filters

It would be very helpful if the reports Committed Cost Overview By Resource Type and Contract Invoice And Cost Overview included both filters: Include Pending Transactions Use Prime and Sub Invoice Gross If it is not possible to update the e...
Mylena Lopes 7 months ago in Detail Financial Analytic Reports 1 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 over 1 year ago in Prime Contracts / Subcontracts 3 Future consideration

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 over 1 year ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration

Workflow Flexibility for Minor Changes

Currently, if you have sent an item through a workflow, you cannot make any minor changes to that invoice (e.g., correct spelling error in subject, change payment terms, etc.). It would be helpful to allow for these minor changes without having to...
Adam Clark about 1 year ago in Contracts and Procurement Workflow 0 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest over 1 year ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

Add an Outlook, Office 365 and/or Gsuite integration

Allow connection and sending from your own email server so you can see sent record in your own emails and receive bounce back notification when emails are incorrect. Also if someone does email you direct that you can take that email and either thr...
Tim Smith about 2 years ago in New Email Features & Email Browsing 0 Future consideration

Credit Card integration And/OR Bulk upload of credit card transactions(including file links)

it would be nice to be able to sync to our Divvy & AMEX credit card transactions. If that isn't possible it would be nice to bulk upload Credit Card transactions, and be able to upload the receipts at the same time
Trina Lapena over 2 years ago in Misc. Expenses / Vendor Bills 4 Future consideration