Ability to utilize the value entered in the "quantity" field in Work Assembly formulas
When adding a work assembly to an estimate, there is a "quantity" field (see attached photo). Having the ability to extract the value entered in this field for use in Work Assembly formulas would be immensely useful.
Is there a way to unarchive a lead (or project) from the "Lead Home" (or "Project Home)"page? Currently leads and projects appear to be only unarchivable by unchecking the box on the "Leads" or "Projects" page. In the past there used to be a check...
Upload updated Word and Email templates instead of having to delete and redo
Any time you update a template you have to delete the existing one and upload a new one where you have to rechoose the Feature and redo the name of the template. It can become quite time consuming where it might just be a small update to the templ...
Prime Contract Invoice Combine CO Items with matching SOV Items
On the Prime Contract Invoice Wizard - Select Add Item Details Method; it would be helpful to have an option that combines the CO item with the original SOV. Essentially just increasing the SOV line rather than billing separate or on separate lines.
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...
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 ...
New Global Markup Distribute/Hide Option (New): Distribute Global Markup Across All Cost Codes (Hidden) Show Global Markup at bottom of Proposal Show Global Markup in particular Cost Code Section (This would require the user to select a cost code.)