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Allow bills to be entered in SCM without project

Currently all bills have to be entered within a project. It would streamline the process if we could enter bills without assigning them to a project OR be able to move them from one project to another. Sometimes we receive vendor invoices (bills) ...
Guest 9 months ago in Accounting Links / Vendor Bills 1 Unlikely to Implement

Update estimate within a Prime Contract without having to delete the Prime Contract

You create a Prime Contract, bring an estimate into it. Then the estimate changes and you CAN NOT bring it back into the same Prime Contract (does not refreshes the previous). The only solution is to delete the Prime Contract and do it all again. ...
Gilbert Sanchez about 1 year ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 Future consideration

Project Hierarchy or Master Project

When you have a project that is essentially made up of smaller projects. An example might be you have ten homes being built and each home is to be a project but they are all being built for one client who want one bill for all ten homes but you ne...
Bruce Dutnall 5 months ago in Projects 5 Already exists

RFP - Option to Email vendor won/lost status

Create an action that sends out an email informing vendors their bid has been selected or not selected as the awarded bid.
Jack Speshock about 1 year ago in Alerts and Calendars / RFP for Estimating / RFP for Procurement 0 Future consideration

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith over 1 year ago in Detail Report Templates / Meetings / Safety Meetings 1 Future consideration

Be More Like ProCore

The industry standard is ProCore and the majority of GC's, subs, vendors use it and it assists to create a database of those contacts that is searchable by anyone. https://www.procore.com/network/us/
Guest over 1 year ago in Other 0 Future consideration

Under Misc Expense have the details of resource carry through into Quickbooks.

When entering the information for Misc expenses - you have a resouce selected but when linked to quickbooks - this infomration does not carry through into Quickbooks like it does for bills and sub invoices.
Guest over 1 year ago in Accounting Link for QuickBooks Online 0 Future consideration

Interim Prime Contract Status Between Approved and Approved and Closed

When a project is completed and pending final closure, additional cost and time may not want to be added to the project/prime contract. Interim codes such as Pending Close and Approved for Close on prime contracts would have the properties that do...
Dawn Parents over 1 year ago in Prime Contracts 0 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest over 1 year ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration

Ability to add miscellaneous files to the file folders

Add a feature to store and share project-related files such as signed POs, contracts, subcontracts, etc. At the moment, we don't have any way of creating file folders. Use case: where do I keep signed contracts that was scanned and sent to me by o...
Guest 9 months ago in Document Viewer / Linked Files (Projects) 1 Future consideration