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Ability to utilize the value entered in the "quantity" field in Work Assembly formulas

When adding a work assembly to an estimate, there is a "quantity" field (see attached photo). Having the ability to extract the value entered in this field for use in Work Assembly formulas would be immensely useful.
Carl Lyles over 1 year ago in Estimating Items / Work Assemblies / Work Items 3 Future consideration

Auto Fill Timecards

When Manually entering timecards. Should Not have employee name auto populate from the last entry. If you do not remember to go up and check the name then it puts hours to the wrong employee which you can't change easily. It should be a * blank fi...
Guest 8 months ago in Labor Timecards / UI User Interface Enhancements 0 Future consideration

Cost Plus Invoicing using ERP cost records

This would be beneficial for those who dont process invoices within SCM but rather use the Accounting software. So the ability to bring in ERP costs into a Cost plus invoice would be great!
Guest 8 months ago in Accounting Link for Sage Intacct / Prime Invoices 2 Future consideration

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest over 1 year ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

Estimate Global Markup - New Options

New Global Markup Distribute/Hide Option (New): Distribute Global Markup Across All Cost Codes (Hidden) Show Global Markup at bottom of Proposal Show Global Markup in particular Cost Code Section (This would require the user to select a cost code.)
Norman Wendl over 1 year ago in Markups | Adds | Cuts 0 Future consideration

Project Titles Need to be more than 20 characters

When creating a project in SCM, have the ability to have project titles that are longer than 20 characters. Sage Intacct allows up to 40 characters
Shon Stefan over 1 year ago in Projects (Active and Inactive) 1 Already exists

Internal and TeamLink Security Roles - Add property to allow Annotations in the Document Viewer

No description provided
Norman Wendl over 1 year ago in Document Viewer / Teamlink User Roles / User Security Roles 0 Future consideration

Work Order - Track Previously Imported Committed or Cost To Date Transactions

When committed or cost to date transactions are imported into a Work Order, the system does not check if the transaction already exists. As a result, expenses are doubled up.
Norman Wendl over 1 year ago in Work Orders 0 Future consideration

Add Classification to Prime Contracts

We need to be able to add Classification to Prime Contracts in order to Map the different income accounts within the same Project. Is there any way to get back to me to see if this is feasible in the near future? We we're hoping to get this done i...
Guest over 1 year ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

MS Excel Versions

Could you please enable templates with the latest version of MS Excel? We (and many others) use proven excel models for pricing/estimating projects. It would be very helpful if the estimate templates for Sage were in the latest version of MS Excel...
Dan Skinner over 1 year ago in Estimating, RFP, Proposals (Pre-Construction) / Importing Excel Templates 0 Future consideration