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Master Code List Available for Every Project

Make the Master Cost Codes already available for every project so that they don't have to be imported everytime a new project/prime invoice is created.
Kristeen Killough 27 days ago in Job Cost Codes 0 Future consideration

Change default templates to custom templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...
Jo Steiner about 1 year ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

Add customer field to Leads list

This would ideally allow the list to filtered/grouped by customer
Matthew Carlisle about 1 month ago in Contact Management / Leads / UI User Interface Navigation 1 Future consideration

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing
RJ Delagarza 8 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

Add ability to upload more than 10 photos on mobile

We have superintendents that are using the mobile app and are taking more than 10 photos of the site on most days. Can we increase the limit to allow more photos to be uploaded at a time. It can be annoying for them to have to do 5-6 separate uplo...
Dario Tomic over 1 year ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Link SCM Work Orders to Sage300 Extras

Can you use the SCM Work Order field to populate and/or link to Sage300 Extras? For timecards, the work order field would populate the extra field. Also, when a work order is setup in SCM could it create the extra in Sage300? When an extra is setu...
Deb Kauffman about 2 months ago in Accounting Link for Sage 300 CRE / Work Orders 0 Future consideration

Sync Description from Prime Contract Original Item to Intacct's Project Contract Line Name

I have a couple clients asking for this as the Cost Code/Owner Code name is not the best field to sync to the Contract Line Name in Intacct. Current workaround is to edit the line names in Intacct after sync which is not sustainable if the work is...
Adrianna Johnson over 1 year ago in Accounting Link for Sage Intacct 3 Future consideration

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
Dario Tomic over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

Insurance Certs

Would like to make expired Insurance Certs inactive, not deleted or overwritten. This way they no longer show in our Alerts as needing attention because they are expired - but they are retained with the dates that were on the original certs for fu...
Guest 3 months ago in Alerts and Calendars / Companies / Compliance 0 Future consideration

Workflow templates for submittals

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...
Matthew Carlisle 6 months ago in Submittals / Workflow 0 Future consideration