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Access ITB subcontractor lists for archived leads

When you archive a lead, the subcontractor list for it is no longer accessible when setting up a new lead & ITB. We bid many similar projects for different chains of companies. We are not awarded every project, but we want to be able to repeat...
Marc Macialek 17 days ago in ITB (Invitation to Bid) 1 Future consideration

Revenue Forecasting

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...
Michelle Moffatt 3 months ago in Detail Financial Analytic Reports / Reporting / Analytics 1 Future consideration

Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 7 months ago in Detail Report Templates 2 Future consideration

Convert estimate to project (rather than whole lead)

Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
Matthew Carlisle 3 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads (Active or Intactive) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Sync down the SCM SOV by line item to SIC

Posting the SCM, SOV down to Sage Intacct's project contract lines using the line items, and not grouping by cost/ owner/ division/ major codes, would benefit the client in the following ways. Client will be able to apply CO to the SOV task with...
Patrick Sheppard about 1 month ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 1 Future consideration

Ability to pin Sort By in Bill/Sub Invoice List

Our PMs would like to have their Pending items show up at the top of the list when they flip between projects. The ability to sort is already there but it doesn't save the preference and resets everytime.
Rachel Betts about 1 month ago in UI User Interface Navigation / Vendor Bills 0 Future consideration

Add folder structures to store files in Leads/Projects

It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...
Dario Tomic over 1 year ago in Projects 3 Future consideration

Split contacts by Supplier/Vendor & Customer

Having a full list of contacts is confusing it would be better if contacts can be split so they are not mixed together
Vici Plunkett 3 months ago in Contact Management 1 Future consideration

Notify a selected individual when a PO/Subcontract in entered

PM would like to be notified upon a commitment being added/imported
Matthew Carlisle 18 days ago in Alerts and Calendars / New Email Features & Email Browsing / Notifications / Procurement 1 Future consideration

Ability to hide colums like materials, labor, sub, and create user fields

I would like you all to consider having the ability to hide colums on budgeting and estimating and the ability to create user defined ones.
Guest 18 days ago in Estimating Items / UI User Interface Enhancements 0 Future consideration