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RFP - Option to Email vendor won/lost status

Create an action that sends out an email informing vendors their bid has been selected or not selected as the awarded bid.
Jack Speshock 7 months ago in Alerts and Calendars / RFP for Estimating / RFP for Procurement 0 Future consideration

Intacct Reference Default

It would be great to have a defaulted Reference number option in SCM for Prime invoices coming into Intacct. Currently it populates with "Sage CM Prime Invoice #004". For me it would be great if that pulled the job number and then the billing numb...
Guest 3 months ago in Accounting Link for Sage Intacct / Prime Invoices 0 Future consideration

Wizard Column View

Hello, It would be really great if due date could be added to the batch wizard columns for bills and sub invoices.
Guest 3 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 2 Future consideration

Import Multiple Change Orders simultaneously from a single Excel Import Template

Please allow for an option to import from excel under the "Change Order" Module. This would save us significant amount of time instead of manually adding each item. The import file could be identical to a Prime Contract Import from excel.
Jake Nelson 10 months ago in CO / Importing Excel Templates 4 Future consideration

Manual Data Entry For Reports

When creating a report it is frustrating to see empty fields and having to go back to that specific line item to enter the data then create the report. An example of this is dates for submittals, If there could be an user friendly data entry cater...
Guest 3 months ago in New Product Integration / Submittals 0 Future consideration

AP bills adjustable invoice date

Make a date change available on an AP bill so if a PM hold a bill for a long time before approving, the date can be change when it gets approved. This avoids having to unlock the bill, change the date, and re-initiate.
Sue Kelly 7 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Subcontract Invoices / Vendor Bills 1 Future consideration

Import Schedule Tasks from Estimate Work Items

It would be very helpful and efficient when building project schedules to be able to import schedule tasks from estimate work items.
Guest 4 months ago in Estimating Items / Schedules (Gantt Chart) 0 Future consideration

Prime Contracts

Combine Lump Sump and Cost Plus items on the same Prime Contract
Gilbert Sanchez 7 months ago in Prime Contracts 1 Future consideration

Add Approver/Rejector Name and Date to stamp in drawings

Currently, the stamp in drawings is just a box with text that says "Approved","Rejected", etc. Can we also have it show the details of who approved/rejected as well as a timestamp?
Dario Tomic about 1 year ago in Document Viewer / Drawings 0 Future consideration

Automatically separate drawing PDF into separate sheets with hyperlinked log

Hello. It is important to track changes to each drawing as they may get changed one at a time or several at a time, or all so history and the current version are both accessible. A self-generating log with hyperlinks would be a great accompaniment...
Guest 10 months ago in Drawings, Specifications & ITBs 0 Future consideration