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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 over 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker about 1 year ago in Feature Settings / Purchase Orders 0 Future consideration

Enable link documents to be sent thru DocuSign

linked documents in Subcontracts or Change orders can be emailed, but linked documents cannot be sent when using DocuSign.
Guest 2 months ago in Document Viewer / eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

Add ability to customize Teamlink views

This is a big one. Right now, the teamlink view for external parties is a bit messy in my opinion. For example, when sending an RFI the request is collapsed by default so someone needs to expand it to view the request. It would also be nice to be ...
Dario Tomic over 1 year ago in Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

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 7 months ago in Estimating Items 1 Future consideration

Automatically Apply CPR markup

Automatically apply CPR/CO markup (rather than taking the step to import it).
Guest over 1 year ago in CO / CPR 0 Future consideration

Allow for more granular settings in controlling which fields sync to SCM from Intacct

In our scenario. this idea pertains specifically to employee information, but it could be broadened to a more general scope regarding the integration. When syncing employees from Intacct to SCM, there are certain fields that we would prefer not to...
Carl Lyles 10 months ago in Accounting Link for Sage Intacct 0 Future consideration

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
Aimee Boehm 10 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration

Sliding Scale retention (retainage)

Most contracts in New Zealand and Australia that have retention held are not a flat percentage being held across the contract. The common rules are NZ 10% up to $200,000 then 5% next $800,000 and 1.75% next $8,000,000 then nothing after that AUS 1...
Tim Smith over 1 year ago in Prime Contracts / Prime Invoices / Retention Retainage Holdback / Subcontract Invoices / Subcontracts 2 Future consideration

Have projects on company profile within Contact Management

It would be nice to have a list of projects that a company is assigned (like a simple log report). This will help out with our client's and their understanding of their different companies. This may also open up other report options for contact ma...
Patrick Sheppard 5 months ago in Companies / Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration