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Attaching PDF copies of cost invoices to Prime Invoice for Prime Contracts other than Fixed Price

Attached the cost invoices that make up the Prime invoice in a Cost Plus contract situation. The cost invoices should form part of the package to send to the Owner with the Prime Invoice. Currently when generating a Prime Invoice that is based off...
Bruce Dutnall 5 months ago in Prime Contracts 1 Already exists

Add Balance to Complete in Prime Invoice Generation Screen

Instead of receiving an error message that I'm trying to bill more than the balance to bill, it would be wonderful to know what my balance to bill is. I shouldn't have to do a calculation with the value and previous invoices, it should be a standa...
Guest 9 months ago in Prime Invoices 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

Export schedules

Enable exporting existing schedules or creating schedule templates.
Guest 5 months ago in Schedules (Gantt Chart) 2 Already exists

Before and after photos in punchlist reports

When printing punchlist list reports it would be very helpful if there was an option to attach the before and complete photos directly into the report.
Kenani Brandon 10 months ago in Photos / Punchlist 1 Future consideration

Add classifications to approval workflow conditions

It would be nice to be able to condition approval workflows by classification field values. We have two different sub departments in our construction department. Those two departments have different department heads that need to review Contracts/I...
Dario Tomic about 1 year ago in Contracts and Procurement Workflow 3 Future consideration

Add "Finish Date With COs" field from Prime Contract to available bookmarks in document templates.

We would like to be able to pull the "Finish Date with COs" field from the Prime Contract module into the Detail Report Templates as a bookmark. This is especially useful for us on our CO template as we would like to have an updated Finish date ba...
Dario Tomic 10 months ago in CO / CPR / Detail Report Templates 0 Future consideration

Bring RFI pricing into CPR or CO

Can we add the option to import pricing/budget from an RFI to a CPR or CO?
Guest 5 months ago in CO 1 Already exists

Expand and Collapse Menu

Need to remember my preference to expand or collapse the menu. Now, you have to select it each time
Guest about 1 year ago in Other 0 Future consideration

Subcontractor and Supplier Performance Reviews

Ability to document performance reviews for subcontractors and suppliers listed in the Project Directory. This information could also be used as a filter criteria when adding vendors to an ITB.
Norman Wendl about 1 year ago in Companies / Compliance / Custom Definable Entry Screens / ITB (Invitation to Bid) 4 Future consideration