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Add Option to Create CO and Create Prime Invoice from Actions when in Prime Contract

It would enhance the UI if when in the Prime Contract to have the ability to navigate to add change order (Add CO) or create prime invoice from the Actions drop down. This would streamline the flow and add a smoother flow and less navigation clicks.
Dawn Parents 7 months ago in CO / Prime Contracts 0 Future consideration

Ability to group Purchase Order Line items and Subcontract line items

When entering Purchase order line items or Subcontract line items, it will be usefull to allow grouping of Items. As an example: GROUND FLOOR Rough In; Qty = 1; LumpSum; $100,000; Tax Code Finish; Qty = 1; Lumpsum; $50,000; Tax Code FIRST FLOOR Ro...
Shiva Muthuswamy 10 months ago in Feature Settings / Purchase Orders / Subcontracts 0 Future consideration

Mobile App needs a workflow tab

It would be nice if a person could click on a tab in the app that would take them to the Workflow page where they could easily look through and approved or decline items.
Guest 11 months ago in Contracts and Procurement Workflow / Mobile - Android / Mobile - Apple / Time & Expense Workflow 1 Future consideration

Add Weekly Log Reports

We can currently fill out Daily Log Reports in SCM. It would be nice to have a weekly report that can be used to summarize the progress for the week. The weekly report would just allow a user (usually the PM) to enter a summary and concerns/notes ...
Dario Tomic 11 months ago in Documentation 0 Future consideration

Associate a Bill item to an existing PO item

This would be useful where someone has entered a bill directly not realising it was for a PO. This causes a double up of committed costs due to the PO and Bill no PO both being committed. If discovered during analytics the solution is to either de...
Tim Smith 7 months ago in Purchase Orders / Vendor Bills 0 Future consideration

option for subcontractors to attach proof for subinvoice or bil

need an option for subcontractors to attach proof for subinvoice or bills
Blesson Mannil 4 months ago in TeamLink Portal 0 Future consideration

Submittals-2 Respondents In The Same Sequential Spot

Sometimes when sending out a Submittal the option of listing 2 people in the same sequencial position, let's say #2, so that one or the other can reply, but does not necessarily need to be both. The system does not currently allow for a hybrid of ...
Molly Toledo 11 months ago in Notifications / RFI / Submittals 0 Future consideration

Safety Dashboard

Prospects are looking for company wide dashboard on safety and additional reporting regarding the OSHA 300 logs. There should be at a minimum a multi-project report for safety incidents when needing to compile OSHA 300. Also should have multi-proj...
Sue Parker 4 months ago in Log Style Reports / Safety Incidents 1 Future consideration

Add email history to all areas of system

Similar to in purchase orders where there is a sent emails section, we need that added to all areas that can be emailed. IE Assigned Tasks in Scheduling
Jack Speshock 11 months ago in New Email Features & Email Browsing / Project To Do / Schedules (Gantt Chart) 3 Future consideration

Allow visibility of Target Cost Code, Location, etc when editing Estimate Assembly Items

When using estimate assembly items, it is necessary to edit the quantities of the assembly variables so that the assembly equation will populate the proper cost and price. While editing the assembly variables, the target cost code and location are...
Carl Lyles 7 months ago in Work Assemblies / Work Items 0 Future consideration