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Procurement - Bills - Add PO Reference bookmark

Make the PO Reference field a bookmark for Bill detail report templates.
Jack Speshock 10 days ago in Detail Report Templates 2 Planned

Auto generate a "Lead Number"

When creating a lead, it would be nice if the system autogenerated a lead number. It would be great if this were based maybe on a sequential series + date.
Guest 4 months ago in Leads (Active or Intactive) 0 Future consideration

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
Dario Tomic 9 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 1 Future consideration

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker about 1 month ago in Companies / Compliance / ITB (Invitation to Bid) 3 Future consideration

Have different Items for each prime contract line in CM

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...
Brandon Dahn 30 days ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles about 1 month ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 3 Future consideration

Option to save photos to camera roll when taking photos from mobile app

Ability to save the photos you take to the camera roll or photos on the device. This would allow for uploading photos to different feature of the mobile app without having to download and then re upload.
Jack Speshock 11 days ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Display warning if pdf attachment is larger than 20 mb

When users are emailing a daily log using the Default with linked files and images template, if the size of the pdf is over 20 MB the pdf is not attached to the email. It would be nice to get a warning saying the size is too big
Jack Speshock 11 days ago in Daily Log (Daily Report) 1 Already exists

Link existing files / photos to daily logs on mobile device

Add the ability to link existing photos to a daily log
Jack Speshock 11 days ago in Mobile - Apple 2 Already exists

Dynamic Filtering of Active Leads & Projects

In setting access to a user's Leads & Projects, it would be desirable to have dynamic filters applied so that the system automatically added leads and projects based upon the filter criteria selected. The goal would be to eliminate the need to...
Carl Lyles about 2 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 0 Future consideration