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    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 almost 2 years ago in CO / Importing Excel Templates 4 Future consideration

    In the daily log module, the ability to attach pictures to the individual “activity types” rather than under the “linked files” would be very helpful.

    No description provided
    Guest 8 months ago in Daily Log (Daily Report) 0 Future consideration

    Ability to add miscellaneous files to the file folders

    Add a feature to store and share project-related files such as signed POs, contracts, subcontracts, etc. At the moment, we don't have any way of creating file folders. Use case: where do I keep signed contracts that was scanned and sent to me by o...
    Guest over 1 year ago in Document Viewer / Linked Files (Projects) 1 Future consideration

    Display lead/project number in header when working on Estimates, Subcontracts, etc

    There are certain modules in SCM where the lead/project number are not visible in the web page's header. In working on an estimate for example, there is nothing on the webpage that shows which lead the estimate belongs to.
    Carl Lyles over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

    Simplify the navigation

    For instance, why is there not an option on a CPR to convert to a CO, same thing with PO's to Invoices etc. Also, just the overall navigation, from many customers, is that there are so many clicks. Suggestion would be to rearrange the layout. Crea...
    Guest 8 months ago in UI User Interface Navigation / User Interface 0 Future consideration

    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 about 2 years 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 about 2 years ago in Feature Settings / Purchase Orders / Subcontracts 0 Future consideration

    Add Weekly Log Reports

    We can currently fill out Daily Log Reports in SCM. It would be nice to have a weekly report that can be used to summarize the progress for the week. The weekly report would just allow a user (usually the PM) to enter a summary and concerns/notes ...
    Dario Tomic about 2 years ago in Documentation 0 Future consideration

    Employee - Set default works comp code

    Set a default workers comp code for the employee, when this employee is referenced on a labor timecard it should default to this code
    Jack Speshock over 1 year ago in Employees (Active or Inactive) / Job Cost Codes / Labor Timecards 1 Future consideration

    Keep Map info after converting time

    Currently we are able to see clock in and out on the map but we are not able to see it after we convert time. Is there a place we can still see the clock in and out on a map?
    Debbie Idzik about 2 years ago in HR, Time, and Expenses 1 Already exists