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Filter on Clock In out Data for outside geofence.

Add a filter on the clock in out data for entries outside of the geofence. This way we can review instead of going through all of them to check.

Guest over 1 year ago in HR, Time, and Expenses 0 Future consideration

3 VOTE

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...

Dawn Parents over 1 year ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

4 VOTE

Create a CPR, CO, or SCO from an Correspondence > Issue

Issues have an Financial Impact field that acts as an estimate or sorts. This could easily convert to a CPR, CO, or SCO. This would also provide a continuous connection to supporting correspondence and documentation for the CPR, CO or SCO.

David Holler over 1 year ago in Issues 0 Future consideration

3 VOTE

Journal recipients should not see files uploaded by other recipients

When you create a journal and send it to multiple subcontractors, subs don't see any reference to the other subs on the journal. However, if the sub uploads any files to the journal, those files ARE visible to all other recipients. This is a confi...

Guest over 1 year ago in Journals 0 Future consideration

4 VOTE

Notes section in Leads/Projects with User Tagging Capability

Communication amongst team members is vital when it comes to managing a project/lead. Being able to house that in a centralized location in the lead/project would be really nice. Also, being able to tag one or more team members to the note so they...

Dario Tomic over 1 year ago in Journals / Leads (Active or Intactive) / Projects (Active and Inactive) 3 Future consideration

3 VOTE

Contacts [Vendor and customer] not being imported into SCM using intergration link

When importing vendors and customers from Sage 100 CONT using the interface, no contacts are imported in – customer will have to manually extract all contacts from Accounting software into excel and then import it manually into SCM

Blesson Mannil over 1 year ago in Accounting Link for Sage 100 Contractor 1 Future consideration

1 VOTE

Auto Fill Timecards

When Manually entering timecards. Should Not have employee name auto populate from the last entry. If you do not remember to go up and check the name then it puts hours to the wrong employee which you can't change easily. It should be a * blank fi...

Guest 5 months ago in Labor Timecards / UI User Interface Enhancements 0 Future consideration

1 VOTE

Cost Plus Invoicing using ERP cost records

This would be beneficial for those who dont process invoices within SCM but rather use the Accounting software. So the ability to bring in ERP costs into a Cost plus invoice would be great!

Guest 5 months ago in Accounting Link for Sage Intacct / Prime Invoices 2 Future consideration

4 VOTE

Add Approver/Rejector Name and Date to stamp in drawings

Currently, the stamp in drawings is just a box with text that says "Approved","Rejected", etc. Can we also have it show the details of who approved/rejected as well as a timestamp?

Dario Tomic over 1 year ago in Document Viewer / Drawings 0 Future consideration

3 VOTE

Ability for a project admin or other user to receive notification when a team link portal user pushes something over to project

No description provided

John Masterson over 1 year ago in TeamLink Portal 0 Future consideration

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