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Be More Like ProCore

The industry standard is ProCore and the majority of GC's, subs, vendors use it and it assists to create a database of those contacts that is searchable by anyone. https://www.procore.com/network/us/
Guest over 1 year ago in Other 0 Future consideration

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 about 1 year ago in Alerts and Calendars / RFP for Estimating / RFP for Procurement 0 Future consideration

Under Misc Expense have the details of resource carry through into Quickbooks.

When entering the information for Misc expenses - you have a resouce selected but when linked to quickbooks - this infomration does not carry through into Quickbooks like it does for bills and sub invoices.
Guest over 1 year ago in Accounting Link for QuickBooks Online 0 Future consideration

Interim Prime Contract Status Between Approved and Approved and Closed

When a project is completed and pending final closure, additional cost and time may not want to be added to the project/prime contract. Interim codes such as Pending Close and Approved for Close on prime contracts would have the properties that do...
Dawn Parents over 1 year ago in Prime Contracts 0 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest over 1 year ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration

Ability to add miscellaneous files to the file folders

Add a feature to store and share project-related files such as signed POs, contracts, subcontracts, etc. At the moment, we don't have any way of creating file folders. Use case: where do I keep signed contracts that was scanned and sent to me by o...
Guest 10 months ago in Document Viewer / Linked Files (Projects) 1 Future consideration

Display lead/project number in header when working on Estimates, Subcontracts, etc

There are certain modules in SCM where the lead/project number are not visible in the web page's header. In working on an estimate for example, there is nothing on the webpage that shows which lead the estimate belongs to.
Carl Lyles 10 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 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 about 1 year ago in Purchase Orders / Vendor Bills 0 Future consideration

Financial Report Toggle for Tax or No Tax

Not all reports can be generated without Tax. In Canada, we do not include tax in job cost reporting. So when tax is included in the revenue reports, but not in the cost reports, it causes confusion and/or lots of messing around in Excel to get al...
Guest over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 Future consideration

Ability to create custom lead analytic reports

Need the ability to create Custom Lead Analytic Reports like the feature provided to customize Financial BI Summary Dashboards.
Jack Speshock over 1 year ago in Estimating, RFP, Proposals (Pre-Construction) / Lead Analytics & Reports / Leads (Active or Intactive) 0 Future consideration