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Create a Bookmark for CPR Due Date

There is an area in the CPR module that you can enter the Proposal Completion Due Date. We need this to appear on the CPR report we send to our Owners. Please make a bookmark that would allow us to add this to our custom reports so Owners know whe...
Kenani Brandon about 1 year ago in CPR / Templates & Reports 0 Already exists

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 8 months ago in Reporting / Analytics 0 Already exists

Display warning if pdf attachment is larger than 20 mb

When users are emailing a daily log using the Default with linked files and images template, if the size of the pdf is over 20 MB the pdf is not attached to the email. It would be nice to get a warning saying the size is too big
Jack Speshock 8 months ago in Daily Log (Daily Report) 1 Already exists

Summary of Approvals (Bills)

It would be ideal if Project Managers could have a dashboard with a summary of all approval requires. Currently, a project manager needs to browse each job to see all pending bills and approve individually. A dashboard on the homepage listing all ...
Guest 9 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Vendor Bills 0 Already exists

Bills - Purchase Order financial summary

Have a financial summary section for purchase order bills similar to what is on the subcontract invoice screen attached
Jack Speshock 9 months ago in Purchase Orders / Vendor Bills 2 Already exists

Update Project Record in Intacct to billable type

The billable type in Intacct drives a lot of functionality especially when it is a T&M project. It would be awesome if SCM could update this on the project record (as well as check the billable checkboxes for AP and PO and employee expenses.
Jo Steiner 9 months ago in Accounting Link for Sage Intacct / Cost Plus With GMP / Cost Plus Without GMP / Prime Contracts 2 Already exists

Teamlink Portal - Add leads

Currently leads do not show up in the teamlink portal for users using authentication method 2
Jack Speshock 10 months ago in Teamlink Portal (General) 2 Already exists

Quotation / Leads 30 day terms

There is no where in the leads matrix to provide a 30 day expiry terms for the validity of lead. currently we have to manually enter the date within the lead from the date of the lead produced to notify our customer that the date of the lead is on...
Guest about 1 year ago in Leads (Active or Intactive) 1 Already exists

Set default screen when opening SCM

Currently when you open SCM it takes you to the home screen that lists your alerts. I have a customer who is requesting the ablility to change this to the project list.
Jack Speshock about 1 year ago in Projects 2 Already exists

Edit 'Expense Type' and 'Expense Payment Type' Lists

We seem to have lost the ability to edit the 'Expense Type' and 'Expense Payment Type' lists in settings. Only 'Add' is available. Can this be added back? It would also be nice to archive or delete previous expense types (it won't allow deletion o...
John Drinkwater about 1 year ago in HR, Time, and Expenses 2 Already exists