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Have a global setting for setting cost codes as either numeric or alpha numeric

In the process of connecting accounting platforms to SCM clients are having to make decisions about their cost codes based on SCM cost codes being alpha numeric. This leads to rehauling cost codes or having them show up in a "weird" order in SCM. ...
Sean Coffman 5 months ago in Job Cost Codes 0 Future consideration

Include a hyperlink to the Lead/Project in Checklist Alerts

When using checklists and checklist alerts, the alert includes the lead/project number, but there is no easy way to quickly access the lead/project. Ideally, the lead/project number would be a hyperlink to the respective lead/project (much in the ...
Carl Lyles 9 months ago in Checklists / UI User Interface Navigation 0 Future consideration

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

Add photos under subheadings

Instead of adding photos to the bottom of the page, the photo option should be available under each category (workforce, equipment, visitors, weather notes, etc.). This way, when you print a PDF of the daily log, you can see the photos that go alo...
DeAnna Brockway 5 months ago in Daily Log (Daily Report) / Photos / UI User Interface Enhancements 2 Future consideration

Pre-summed total for bill entries prior to posting the bill

It would be nice for users to be able to see a pre-sum total in the bills entry section when trying to manually add a bill into the project. This would allow for clients to be able to have a summary of their bill in order to ensure that it matches...
Patrick Sheppard 5 months ago in Purchase Orders / Vendor Bills 0 Future consideration

Add Item Markup based on Global Markup

When viewing items on estimate show the Global markup amount in the estimate items
Keith Matot 5 months ago in Estimating Items / Markups | Adds | Cuts 0 Future consideration

View Item Code on Estimate Items list

When viewing the Items on the estimate add the item code along with item description
Keith Matot 5 months ago in Cost Database / Estimating Items 2 Future consideration

Unarchiving Leads and Projects

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...
Michael Miller about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Login

During log in attempts, it will indicate the password is incorrect when the username is incorrect. Is there a way to differentiate between incorrect password and incorrect username?
Micah Will 5 months ago in UI User Interface Enhancements / User Properties 0 Future consideration

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.
Sondra Hall about 1 year ago in Prime Contracts / Prime Invoices 0 Future consideration