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Add a margin to individual items in an estimate

Would like to be able to select the Margin percentage from the drop down of an individual items cost type.
Stacey Leary 5 days ago in Estimating Items 1 Future consideration

Ability to have a consultant login for client sites

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...
Adrianna Johnson 7 months ago in User Properties / User Security Roles 0 Future consideration

Adding Outlook calendar invites to the Meeting Invitation

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.
Guest 6 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Daily Logs - Editable Fill under Workforce

Can you please make the Comment box editable from Main screen? As of right now you can't edit it after adding multiple subcontractors under workforce. See screenshots. However, under Visitors you can edit purpose of visit after entering.
Jessica Carbone 25 days ago in Daily Log (Daily Report) 0 Future consideration

Attaching PDF copies of cost invoices to Prime Invoice for Prime Contracts other than Fixed Price

Attached the cost invoices that make up the Prime invoice in a Cost Plus contract situation. The cost invoices should form part of the package to send to the Owner with the Prime Invoice. Currently when generating a Prime Invoice that is based off...
Bruce Dutnall 6 days ago in Prime Contracts 1 Already exists

Submittal notifications for cc'd recipients

The submittal notifications for cc'd recipients reads as if the cc'd recipient is required to respond. The notification should list the required responder after Attention and include a list of cc'd individuals. The email to cc'd recipients should ...
Nina F 22 days ago in Response Workflow / Submittals 0 Future consideration

Invoice Approval - Being Able to Add Comments When Approving via Email

When you approve through the mobile app or the desktop browser you see an approved and a reject button. When clicking on those, a window displays a comment field to type into. It would be helpful if you approved through the email notification that...
Adam Clark 28 days ago in Contracts and Procurement Workflow / New Email Features & Email Browsing / Notifications 0 Future consideration

Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management
Gaylene Underwood 12 days ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

Allow scheduled reports to be emailed

Clients should be able to select a contact/ user and have a report prebuilt/ filtered and then schedule that report to run and then send (via email) to the designated contact. This would help automate their reporting and communication standards.
Patrick Sheppard 12 days ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

CTRL + Clicking a Hyperlink To Open Item In New Window

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...
Guest 2 months ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration