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Import Schedule Tasks from Estimate Work Items

It would be very helpful and efficient when building project schedules to be able to import schedule tasks from estimate work items.
Guest 16 days ago in Estimating Items / Schedules (Gantt Chart) 0 Future consideration

Import Job cost codes and its cost budget from a prime contract into a sub contract

Option to Import selected job cost codes with its Cost Budget from a prime contract into a sub contract while creating a new sub contract.
Blesson Mannil about 1 month ago in Subcontracts 0 Future consideration

Prime Contract Status visible in Accounting Link "Primes Ready for Posting"

We are very excited about the August 2024 release, and the ability to send the prime contract separate from the project. As per the release notes, this is especially important when updates to the prime contract are to be made. Having the ability t...
Carl Lyles 3 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 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 7 months ago in Job Cost Codes 3 Future consideration

Improved Project Status Functionality in the Integration with Sage Intacct

The posting preferences for the SCM > Sage Intacct integration currently only allow for setting a default "project status" upon creation of a project in Intacct. Ideally SCM would have some additional functionality (similar to intacct) that wou...
Carl Lyles about 2 months ago in Accounting Link for Sage Intacct / Prime Contracts / Projects (Active and Inactive) 1 Future consideration

AR & AP Syncing

Allow for AR & AP invoices to sync from Intacct for updating job costs vs. GL transactions. This would allow for more detail in job costing as well as updating invoiced amounts on contracts, purchase orders, and subcontracts. Right now for tho...
Guest 4 months ago in Accounting Link for Sage Intacct 0 Future consideration

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 3 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 0 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 3 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

List views column width

On the list views it would be nice to be able to control column widths to make things list better and be more readable. e.g per attached make the supplier and subject columns wider and project contract and totals narrower Or make the columns width...
Tim Smith 9 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.
Guest about 2 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration