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Add To Dos to Active Projects Calendar

It would be really nice to be able to create new To Dos on the general/multi-project calendar. The calendar/to dos would be much more likely to be utilized and effective.
Kenani Brandon 10 months ago in Alerts and Calendars / Project To Do 0 Future consideration

Time & Expense User - Ability to Add Photos (not through Daily Log)

Time & Expense Users seem to be able to add photos through a daily log. And I am aware of the "Automatically Link uploaded images to Photos" setting in Feature Settings. It would be helpful if they could add photos to the Project without using...
Adam Clark 5 months ago in Daily Log (Daily Report) / User Security Roles 0 Future consideration

Add Revenue Budget For Pending CPR to Financial API

Customer is requesting a report that gives them a financial summary overview of every project similar to the attached. Currently pending CPR's are not available to be used in the API v2
Jack Speshock 5 months ago in BI Summary Dashboards 0 Future consideration

Add due date and able to change due date from Column, als add if it bill/invoice was paid or not.

It would be great if the due date would be an option in the column, as well as the option to edit it without having to open it. Also. having the Paid information as well as an option under column.
Pattricia Pozo 5 months ago in Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 0 Future consideration

Prime Invoice - Show Change Order Schedule of Values

SOVs are currently printed out in any detailed invoice report for the contract. For any change order, however, the SOVs are hidden and only a lump sum is reported. For consistency and clarity for our clients, it would be great to have the SOV publ...
Guest 5 months ago in CO / Prime Contracts 0 Future consideration

Transaction list have WO filter

Same filter as what is available for CO# but for WO# Screenshot for labour timecards but apply to all transaction lists where WO can be allocated
Tim Smith 5 months ago in UI User Interface Enhancements 0 Future consideration

Credit invoice into workflow

Currently if you add a return/credit to the system, the PM isn't alerted of this. It would be nice if there was an option in the workflow where these would go in and they could simply click acknowledged or something. As it wouldn't really need app...
Guest 5 months ago in Contracts and Procurement Workflow 2 Future consideration

row sort

one should be able to sort the row headdings when you are emailing something and the list of project contacts comes up to choose from. right now it is auto-sorted by company, but i want to click the heading and sort by name.
Guest 5 months ago in UI User Interface Enhancements 0 Future consideration

CO status to add costs when not yet approved (have final pricing)

We would like a status that sits between pending and approved where you haven't agreed on a final price but client has agreed to do the work so you want to start capturing costs against the CO. Something like "Submitted CO" "Under Review CO" or "U...
Tim Smith 5 months ago in CO 2 Future consideration

Add Markup/Deduction to Fixed Lump Sum Prime Invoice/Contracts

It would be useful to be able to add fees/deductions to FLS Prime Contracts. We currently have a project where we have a client that requires a 1% deduction to be shown on the G702. This is deducted from the Prime Invoice amount. We currently have...
Dario Tomic 5 months ago in Prime Contracts / Prime Invoices 0 Future consideration