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Prime Invoice Payment Update Field

Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in...
Guest 9 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 3 Future consideration

Alert-New Insurance Cert Uploaded via Portal

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.
Sue Parker over 1 year ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Drawings for Field View and Mark ups on Mobile Platform

Availability for drawings to be viewed and marked up on field, similar to fieldwire. Current viewer is very old and has glitches.
Guest over 1 year ago in Drawings, Specifications & ITBs 0 Future consideration

Currently working on

Add column that shows whose responsibility the submittal is at this time -- also - show Status (Approved, Pending, Revise and Resubmit, Reject)
Guest 12 months ago in Submittals 1 Already exists

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...
Marc Macialek 12 months ago in Document Viewer / Photos / RFI / UI User Interface Enhancements 7 Future consideration

Add locations to photos in daily logs

Ability to assign a location to photos that are added to daily logs. This would then have the photos group correctly in the photo feature.
Jack Speshock 12 months ago in Daily Log (Daily Report) / Photos 2 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

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

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