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Ability to create different formats for reports such as invoices

When using the unit billing contract type i want to be able to group items by owner cost code rather than by cost code. So, the ability to create a format for this invoice would be great.
Guest 6 months ago in Detail Report Templates / Prime Invoices 3 Already exists

Color option in PO's

It would help our estimators immensely as we have upwards of 40+ jobs going simultaneously and a color option is an easy identifier for us.
Guest 6 months ago in Purchase Orders / UI User Interface Enhancements 3 Future consideration

PO numbering

PO Numbering Never Works in Sequence. Should always work even if there is a slight change to one of the numbers
Guest 6 months ago in Feature Settings / Purchase Orders 0 Future consideration

Canada Holdback (Retainage)

In Canada, there is a need for a second holdback field. There is regular retainage and sometimes there is warranty and/or maintenance retainage. They want/need to track these separately as they get released at different times and may have separate...
Sue Parker 6 months ago in Prime Invoices / Retention Retainage Holdback / Subcontract Invoices 1 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 over 1 year ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 1 Future consideration

Import Multiple Change Orders simultaneously from a single Excel Import Template

Please allow for an option to import from excel under the "Change Order" Module. This would save us significant amount of time instead of manually adding each item. The import file could be identical to a Prime Contract Import from excel.
Jake Nelson over 1 year ago in CO / Importing Excel Templates 4 Future consideration

Estimating customization

The ability to add rounding to estimate material quantities would be beneficial. The ability to be able to manually change the material quantity would be beneficial. Also, the ability to import and estimate using those item quantities rather than ...
Guest 6 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

TeamLink Application

No description provided
Guest 6 months ago in TeamLink Portal 1 Unlikely to Implement

Automatically separate drawing PDF into separate sheets with hyperlinked log

Hello. It is important to track changes to each drawing as they may get changed one at a time or several at a time, or all so history and the current version are both accessible. A self-generating log with hyperlinks would be a great accompaniment...
Guest over 1 year ago in Drawings, Specifications & ITBs 0 Future consideration

Ability to group Purchase Order Line items and Subcontract line items

When entering Purchase order line items or Subcontract line items, it will be usefull to allow grouping of Items. As an example: GROUND FLOOR Rough In; Qty = 1; LumpSum; $100,000; Tax Code Finish; Qty = 1; Lumpsum; $50,000; Tax Code FIRST FLOOR Ro...
Shiva Muthuswamy over 1 year ago in Feature Settings / Purchase Orders / Subcontracts 0 Future consideration