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Special Variable that Allows for use on "Quantity" input when adding Work Assembly Item to Estimate

There is currently no way to utilize the "quantity" that is input by the user when adding a work assembly item to an estimate. Ideally, there would be a special variable (similar to WAQty and EstQty) that would allow for the use of this quantity i...
Carl Lyles about 1 month ago in Estimating Items / Work Assemblies 3 Already exists

Improved Accessibility of RFI and Submittals for Entire Project

In our World, it is important that the entire project team (all vendors) are able to see all of the projects RFI's in the portal. A lot lot of the times, other trades that are not the originator or respondent are affected by an RFI answer, so they...
Guest 5 months ago in RFI / Submittals / Teamlink Portal (General) / User Properties 0 Future consideration

Can there be more than 5 cost types

Client needs the ability to create more than 5 cost types to split data out in Sage Intacct
Guest 5 months ago in Job Cost Codes 3 Future consideration

Prime Invoices & Sub Invoices - Ability to Assign Retainage % to specific job cost codes

Currently, when creating a prime invoice, it assumes a specific retainage for each line item. We have items, like General Conditions, Contractor fee, Arizona TPT tax, where retainage is NOT held. This prevents us from using the Prime invoice featu...
Trina Lapena 9 months ago in Prime Invoices / Subcontract Invoices 6 Planned

Add the ability to have multiple Docusign accounts set up by user.

Contractors where each PM has their own Docusign account login
Deborah Lastro 2 months ago in eSign (including DocuSign) 1 Future consideration

Prime budget cost code referenced on subcontract

It would be very helpful to see and reference the budget amount for the given costcode(s) that are being subcontracted on the procurement documents. Is this possible to do now?
Guest about 1 month ago in Prime Contracts / Subcontracts 3 Future consideration

Equipment - New Views/Dashboards on Eqp Module Landing Page

Equipment Hours Summary Dashboard (All Projects & Equipment) Time Period Options: Last 30 Days, Last 60 Days, Last 90 Days, Last 6 Months, Last 12 Months Service Ticket Listing (All Projects & Equipment) Filters: Status, Date Range Equipm...
Norman Wendl 26 days ago in Equipment Items 0 Future consideration

Equipment - New Equipment Module Calendar, Alerts and Notifications

Equipment Calendar: Purchase Date Sold Date Service Date Equipment Alert: Same as Equipment Calendar Equipment Notification: Service Date
Norman Wendl 26 days ago in Equipment Items 0 Future consideration

no way to edit bills in SCM and have them updated within intact

Scenario: A bill is inputted incorrectly in SCM.Fix: You have to unlink the bill in SCM from Intacct, go into Intacct and delete it, go back to SCM and edit the bill, resend it through Accounting Link from SCM for it to show up in Intacct. and on ...
abby akin about 2 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

System setting to default "Enable Locations" on estiamtes

The current default for "enable locations" is unchecked when creating estimates. For businesses that will consistently utilize the "Enable locations" feature, it would be desirable to have a company setting that would allow for "enable locations" ...
Carl Lyles about 2 months ago in Locations / UI User Interface Navigation 0 Future consideration