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Add Revenue Budget For Pending CPR to Financial API

Customer is requesting a report that gives them a financial summary overview of every project similar to the attached. Currently pending CPR's are not available to be used in the API v2
Jack Speshock 9 months ago in BI Summary Dashboards 0 Future consideration

Add due date and able to change due date from Column, als add if it bill/invoice was paid or not.

It would be great if the due date would be an option in the column, as well as the option to edit it without having to open it. Also. having the Paid information as well as an option under column.
Pattricia Pozo 9 months ago in Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 0 Future consideration

Prime Invoice - Show Change Order Schedule of Values

SOVs are currently printed out in any detailed invoice report for the contract. For any change order, however, the SOVs are hidden and only a lump sum is reported. For consistency and clarity for our clients, it would be great to have the SOV publ...
Guest 9 months ago in CO / Prime Contracts 0 Future consideration

Transaction list have WO filter

Same filter as what is available for CO# but for WO# Screenshot for labour timecards but apply to all transaction lists where WO can be allocated
Tim Smith 9 months ago in UI User Interface Enhancements 0 Future consideration

row sort

one should be able to sort the row headdings when you are emailing something and the list of project contacts comes up to choose from. right now it is auto-sorted by company, but i want to click the heading and sort by name.
Guest 9 months ago in UI User Interface Enhancements 0 Future consideration

Add Markup/Deduction to Fixed Lump Sum Prime Invoice/Contracts

It would be useful to be able to add fees/deductions to FLS Prime Contracts. We currently have a project where we have a client that requires a 1% deduction to be shown on the G702. This is deducted from the Prime Invoice amount. We currently have...
Dario Tomic 9 months ago in Prime Contracts / Prime Invoices 0 Future consideration

Anticipated cost date (and filter)

When Anticipated costs were initially added (to Corecon) there was a date field and our understanding was that you could filter for it in reporting but it may have just been filtering on create date. The date was then removed in one of the (Coreco...
Tim Smith 9 months ago in Anticipated Costs / UI User Interface Enhancements 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 9 months ago in Drawings, Specifications & ITBs / Leads 1 Future consideration

Add Digitizer Layer to multiple Estimate items

When adding digitizer layers to estimate items, once you have added a layer to an item, you can use it on another item. We should be able to use the same measurement layer on multiple items. See the attached screenshots. We want to add the Foundat...
Tim Smith 9 months ago in Digitizer / Estimating Items 0 Future consideration

Add comparison of client bid vs the awarded contract price

Having a running tally will assist us in gauging what we need to do to improve our numbers moving forward.
Guest 9 months ago in Estimating Items / Log Style Reports / Prime Contracts / Proposals, Reports, Logs, Exports 0 Future consideration