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Need a Percentage Paid Column for Subcontracts

On either the Subcontract tool or the Subcontract Status Summary tool we need a column to show total percentage paid
Guest 12 months ago in Subcontracts / UI User Interface Enhancements 3 Future consideration

Equipment Resources

It would be great to have a piece equipment that is already scheduled, be grayed out so that it can not be double booked on two different schedules for the same days. Visibility into who has it booked for what job would be fantastic.
Sue Parker about 1 month ago in Schedules (Gantt Chart) 0 Needs review

Add folder structures to store files in Leads/Projects

It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...
Dario Tomic over 2 years ago in Projects 3 Future consideration

Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson about 1 year ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Customization of "Coordinated By" Field

Give users the ability to choose if a "Coordinated By" populates in Correspondence Module Transactions. Many Companies are both Originator and Coordinator and having the multiple drop downs can be confusing and time wasting.
Renee Thomas 21 days ago in Custom Definable Entry Screens 0 Needs review

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing
RJ Delagarza about 1 year ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

Reassign Approver on Workflow

We need the ability to reassign a workflow approver in the middle of a workflow. There are times people are out on vacation or sick and it is holding up our approvals.
Guest over 1 year ago in Contracts and Procurement Workflow 4 Future consideration

Attachment Preview

We are moving our AP approval process from Paperless to SCM. Our PMs have expressed the one feature they miss is being able to see the invoice image pop up automatically when approving invoices. If there were some type of attachment preview they c...
Rachel Betts 8 months ago in OCR / UI User Interface Enhancements / Vendor Bills 0 Future consideration

The Project Manager on the project should be automatically added to the project team.

The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
Mark Cadman over 2 years ago in Contacts / User Security Roles 0 Future consideration

Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle about 1 year ago in Submittals / UI User Interface Enhancements 0 Future consideration