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Uploading videos to an ITB should go under photos rather than drawings.

Please allow photos to take .mov uploads so that we can have videos and photos of the space to be in the same area, rather than needed to upload videos under drawings. This should help keep more similar items grouped.
Guest 10 months ago in ITB (Invitation to Bid) / Photos 1 Future consideration

Default CPR/CO Markups - New calculations based on resource costs

Add the option to assign CPR or CO markups at the cost resource (cost type) level instead of the cost code level. This option is available in Sage 300 CRE PJ module and customer could have different markups for the same cost code depending on if i...
Jack Speshock 8 months ago in CO / CPR 2 Planned

Prime Contract Invoice Combine CO Items with matching SOV Items

On the Prime Contract Invoice Wizard - Select Add Item Details Method; it would be helpful to have an option that combines the CO item with the original SOV. Essentially just increasing the SOV line rather than billing separate or on separate lines.
Sondra Hall 5 months ago in Prime Contracts / Prime Invoices 0 Future consideration

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page
Audrey Peebles 8 months ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 0 Future consideration

Output and display colours from comments fields

See attached where if change the colour of text in comments you can only see it in the edit screen. So when you when you are in view only in SCM or the comment is mapped onto document templates the font colour is black. Seems a bit pointless being...
Tim Smith 5 months ago in UI User Interface Enhancements 0 Future consideration

Sub invoices billable status export to QuickBooks Desktop

Currently the billable status for labor and bills export to QBD. Please allow the sub invoices to do the same.
Debbie Idzik 8 months ago in Accounting Link for QuickBooks Desktop 0 Future consideration

Cost plus without GMP Contract has Cost Summary Breakdown

The cost plus with GMP has a nice simple breakdown of cost budgets by resource. Hoping same thing could be added to cost plus without GMP
Tim Smith 8 months ago in Cost Plus Without GMP / Prime Contracts / UI User Interface Enhancements 4 Future consideration

OCR tool scan lines link to existing PO items

Where this would be useful is if you want the specific detail from the supplier Bill in the Bill info in SageCM but the PO may have been less detailed or even a lump sum figure. Currently if scan a bill using OCR and its for an exiting PO and you ...
Tim Smith 3 months ago in OCR / UI User Interface Enhancements 0 Future consideration

Currency selected on the Project in SCM should warn if not the same as what is set in Intacct.

SCM can sync transactions in multiple currencies, however when it syncs to Intacct the currency changes to that of the of the base currency set on the entity tagged to the project. This has causes the purchasing and revenue transactions syncing to...
Matthew Carlisle 5 months ago in Accounting Link for Sage Intacct 1 Planned

Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest 8 months ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration