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Granular level security - cost code or type

Prospects are requesting the ability to restrict access to cost codes and/or cost types for various reasons. Some charge incentives to cost codes on a project and don't want PM/Super to have access to this information. Others have issues with role...
Sue Parker 9 months ago in Job Cost Codes / User Security Roles 1 Future consideration

Subcontractor and Supplier Performance Reviews

Ability to document performance reviews for subcontractors and suppliers listed in the Project Directory. This information could also be used as a filter criteria when adding vendors to an ITB.
Norman Wendl over 1 year ago in Companies / Compliance / Custom Definable Entry Screens / ITB (Invitation to Bid) 4 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl over 1 year ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

Subcontract Issued to Project Owner for approval before the subcontractor approves.

Our current workflow is to have the owner/owner's rep sign the subcontract report. This authorizes us as the contractor to then contract with the subcontractor for the value they have presented against the budget. Is there a way to have the Issued...
Guest about 1 year ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

Add more filter options when importing estimate items in Contract Admin and Procurement features

See attached mockup for more details
Norman Wendl about 1 year ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

Add ability to edit timecards by changing the clock in/clock out time

Pretty much every paid time keeping service has this very simple function where the admin can go in and fix clock in/out times if an employee had an error. The fact that we are only able to change the amount of time worked is really not useful in ...
Guest about 1 year ago in Clock-In / Clock-Out / Labor Timecards 0 Future consideration

Add project name to invoice approval workflow

When I go to approve an invoice within a workflow, the job number shows up in the left hand side but not the project name.
Guest over 1 year ago in Procurement 0 Future consideration

Project Location Field - (Job Address, City...)

It is necessary for us to track the location of all of our projects for tax purposes as well as conducting analytics on our various markets. This would be a useful metric in the tool to feed over to the accounting system.
Guest over 1 year ago in Accounting Link for Sage Intacct 7 Future consideration

Scheduling (Gantt) - Add view option that uses baseline dates

Potential Implementation Method: Add View Drop-Down with the following options Baseline Dates Scheduled Dates Baseline and Scheduled Dates
Norman Wendl about 1 year ago in Schedules (Gantt Chart) 0 Future consideration

Safety Meetings - Add Safety Meeting Topic Templates - Description and Default Discussion items

Template Location: Settings > Feature Settings > QC & Safety Wizard to copy Topic Template to Project
Norman Wendl about 1 year ago in Feature Settings / Safety Meetings 0 Future consideration