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ITB Vendor Messages - Default View To Show ALL messages

It would be helpful to have ALL (read and unread) messages display in the default view on the ITB Vendor Messages tab. You have to check the Show Only Unread Messages checkbox to display the unread ones.
Adam Clark over 1 year ago in ITB (Invitation to Bid) 0 Future consideration

Recognize date issues prior to accounting system sync

If the system can recognize when an issue date is after the payment due date and provide an error message, it will reduce the back and forth with the invoice approver. I found this error when I attempted to sync the invoice with Intacct. Now I hav...
Guest about 1 year ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

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 about 1 year ago in BI Summary Dashboards / CO / CPR / Detail Financial Analytic Reports / SCO 2 Future consideration

New Prime Contract and Subcontract Status Options

New Options in red. Revised Prime Contract Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Approved and Closed Revised Subcontract Status Options: Draft Pending Submiss...
Norman Wendl about 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports / Prime Contracts / Subcontracts 4 Future consideration

Closed Periods

Have periods closed in SageIntacct sync to SageCM to not allow transactions to be entered into a closed period in SageCM. This will help prevent sync errors when POs, Subcontracts, etc. are being entered using a date in a closed period.
Guest 10 months ago in Accounting Link for Sage Intacct 0 Future consideration

Pulling an Alerts Report

This way we can see a full list of all To Do items for each project. A way to QC ourselves and our teams.
Guest over 1 year ago in Project To Do 0 Future consideration

Open multiple tabs

I would like to be able to click on a link with my mouse wheel and it opens the screen in a new tab.
Guest over 1 year ago in UI User Interface Navigation 0 Future consideration

Bulk Action Reactivate inactive Workflow

Accidently inactivated all of their workflows using this bulk actions option It would be helpful if when looking at the list of inactive workflows, we could click Bulk Actions and set them all Active again.
Bryan Shirota 3 months ago in Contracts and Procurement Workflow 0 Future consideration

Additional disciplines need to be added for drawing upload descriptions. At a minimum, there should be ones that say MECHANICALS COMBINED, FIRE PROTECTION, TECHNOLOGY, INTERIORS, and FOOD SERVICE. These are common everyday designations for drawing sets in the construction industry.

No description provided
Guest about 1 year ago in Drawings / Drawings, Specifications & ITBs / Feature Settings 1 Already exists

Submittal - Automatically send Originator email notification when there is an update to submittal

Currently when a respondent replies to a submittal or rfi the coordinator has to go to actions > send response to originator. We would like an automated email to go to the originator letting them know that there was a response.
Jack Speshock 10 months ago in New Email Features & Email Browsing / RFI / Submittals 0 Future consideration