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Item Code column visible on Contract and Invoice

There is a field "Item Code" in Prime and Subcontracts but it only sits in the background of the contract items. We find (more commonly in Unit Price contracts) that the Item Code that you need to present to the client or subcontractor presents to...
Tim Smith 12 months ago in Prime Contracts / Subcontracts 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Status Drop-down Field: Draft, Published, Unpublished Related Sage CM Security Role Enhancements: Attribute to Edit Drawing Status Attribute to View Unpublished Drawings Related Sage CM TeamLink Portal Security Enhancements: External team members ...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 12 months ago in Drawings, Specifications & ITBs / Leads 1 Future consideration

Add budget hours based on CO items

Currently when create a CO you have to go to Breakdown section to add hour budgets for the CO and we find people are adding the items but forgetting to add the hour budget. Could an hours column be added to the Manual item add which when save will...
Tim Smith 12 months ago in CO 0 Future consideration

Rename fields

Some companies do not use sales contacts and would like to repurpose the field as a way to track the superintendent on the job. Another use for this would be to rename a date field to have another use.
Jack Speshock about 1 year ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 1 Future consideration

Alert approaching 40 hours

It would be helpful to send an alert when approaching 40 hours.
Debbie Idzik 6 months ago in Clock-In / Clock-Out / Labor Timecards 0 Future consideration

Be able to transfer or journal a single amount from one contract to another, within a project.

Example: all the costs for fencing went into one contract to work out the cost per linear metre, then we wanted to allocate costs across several contracts according to the lengths of fencing on each. Example: we are billing multiple clients for on...
Guest 6 months ago in Prime Contracts 0 Future consideration

Add permanent notes in inclusion section for sub-contract

To add requirement for liability insurance and Work Compensation
Guest about 1 year ago in Companies / Compliance 1 Already exists

More import options for Transmittal Items

Currently you can only import Submittals and Drawings to Transmittals. There should be more options in here like SCO's
Jack Speshock about 1 year ago in Transmittals 0 Future consideration

Line out Subcontract Change orders beneath the Subcontract in reports.

It would be very beneficial to have any subcontract change orders visible with in the subcontract. Specifically in the Reports Module, and report "Subcontract items grouped by Prime, Status and Cost Code. then you are able to see the entire picture.
Mike Just 6 months ago in Reporting / Analytics 0 Already exists

Project Name and Number need to be at the top of each and every page, especially when going into the reports. It makes navigating impossible otherwise

With many tabs and reports open, if you look away for a min. you have no idea which project you are even looking at anymore and have to start the process over, or sort through to find your originating tab.
Mike Just 6 months ago in UI User Interface Navigation 0 Future consideration