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Unarchiving Leads and Projects

Is there a way to unarchive a lead (or project) from the "Lead Home" (or "Project Home)"page? Currently leads and projects appear to be only unarchivable by unchecking the box on the "Leads" or "Projects" page. In the past there used to be a check...

Michael Miller 9 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

2 VOTE

Copy Project Wizard

Required Selection: Customer Copy Wizard Steps: Project Directory Drawings including files (Source and Target Project files would be separate.) Specifications including files Cost Codes Prime Contract (Customer would be replaced with selection abo...

Norman Wendl 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

2 VOTE

Add a messaging application for internal project use

Instead of having to use external messaging applications (imessage, WhatsApp, Slack, etc) have an internal messaging app so the communication stays within the system and can be referenced in future if required.

Guest 6 months ago in Journals / New Product Integration / UI User Interface Enhancements 0 Future consideration

2 VOTE

Prime Contract Budget Revisions when integrating with Sage 100 Contractor

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 100 Contractor.

Jesse Gordon 6 months ago in Accounting Link for Sage 100 Contractor / Prime Contracts 0 Future consideration

2 VOTE

Prime Contract Budget Revisions when integrating with Sage 300 CRE

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 300 CRE.

Jesse Gordon 6 months ago in Accounting Link for Sage 300 CRE / Prime Contracts 0 Future consideration

2 VOTE

A Hyperlinks Module added to System?

Having a module or area in each module where clients can store links to outside websites, files, or documents would be very helpful. We have many Clients with Documents that they don't necessarily want to add to system but want to be able to link to.

Guest 6 months ago in Document Viewer / Documentation / UI User Interface Enhancements 0 Future consideration

2 VOTE

Mass Loading for Checklists on multi Prime Contracts?

We have several clients with many Prime Contracts under a Project and they use the same checklists for all Primes. If we could have the ability to check off multiple Primes to add checklists to, that would be super helpful.

Guest 6 months ago in Checklists / UI User Interface Enhancements 0 Future consideration

2 VOTE

New CPR, CO and SCO Status Options

New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...

Norman Wendl 6 months ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

4 VOTE

Assign Custom Submittal Number When Copying

The copy submittal feature only works if you are using the auto-numbering sequencing as defined in the company settings. If you are customizing each submittal number, the copy submittal feature will not work or will result in a duplicate numbering...

Adam Clark about 1 year ago in Submittals 0 Future consideration

2 VOTE

Sub invoice payment reference

When issuing payments to the sub, besides that payment amount, add the reference field that can be used to write down the check or transaction number.

Guest 6 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 2 Future consideration

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