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Improvements to submittal list

1) Ability to click on each heading to sort by that heading (Submittal #, issue date, subject, originator, etc. 2) Ability to print the submittal list as it appears without having to go to reports.
Guest 5 months ago in Submittals 0 Future consideration

Date Filter on Analytics change

When choosing a custom date in analytics could there be an apply button after all settings are chosen. Currently you enter the From date and it goes and thinks about it and then you add the to date and it goes and thinks about it, then you click o...
Gaylene Underwood 5 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 Future consideration

Project Directory - search should search all pages

When you are adding an existing company to a project and you search for that company the company should come up. EVEN if there is a 25 page Limit. Also, There shouldn't be a limit or if I choose 1000 it should remain that way ..
Guest 5 months ago in Contact Management 0 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 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 10 months ago in Prime Invoices 0 Future consideration

Expand and Collapse Menu

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

New Drawing Log Status Field

Status Drop-down Field: Draft, Published, Unpublished Related Sage CM Security Role Enhancements: Attribute to Edit Drawing Status Attribute to View Unpublished Drawings Related Sage CM TeamLink Portal Security Enhancements: External team members ...
Norman Wendl over 1 year ago in Drawings, Specifications & ITBs / Leads 1 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 over 1 year ago in Companies / Compliance / Custom Definable Entry Screens / ITB (Invitation to Bid) 4 Future consideration

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

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