All ideas

When creating security roles, it would be a great option to be able to give read only permissions or granular permissions especially for field employees that do not need full access to a complete modular. We need field employees to views drawings,...

In order to set up a schedule of values for a Subcontractor to submit pay apps through portal, it appears you have to manually change or expand their subcontract line items. Right now, I award subcontract that is 2 or 3 line items, but these same ...

Currently the connection between SCM and Intacct has the GL Posting Date set to populate from the Invoice Date on transactions. For many clients the Invoice date gets confirmed during the Approval process and if it gets posted to Intacct after a P...

Permit expiration is not a column that can be added to the Permits list inside Projects. This is the most important information regarding permits for clients, why would this not be a field to choose as a column.

Give the Super/Foreman the ability to add individual or Crew timecards in the daily log feature in lieu of importing in time from the HR module to lessen the time and lift on the super in the system reporting on the days events.

Please add integration for any attachments that are uploaded in SCM to download into Intacct. Having to upload them twice is redundant and causes a lot of extra work that can be automatized. Sage has other products that do this already like FYLE t...

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.

Currently the originator on the correspondence features will only get and email that a respondent has entered in a response if that respondent is an external contact. When the respondent is an employee in the system and they add a response, not em...

My clients utilize the RFP to create material requests to the internal purchasing department using the Cost Database to select items for field guys... please add access to RFPs on the mobile app so they can do this from their phone and Ipad.