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ASI's and CB's

Can a section be added for either an ASI (Architect's Supplemental Instruction) or a CB (Construction Bulletin)? We get these often and need a place to upload them for all project vendors/owners/architects to see at all times.
Guest over 1 year ago in Documentation 4 Future consideration

Turn off Auto Lock Feature for CO and Subcontracts

Our change orders and subcontracts have started auto locking after the sub signs the contract. Is there a way to turn off this auto lock feature?
Jen Marucci over 1 year ago in Prime Contracts / Subcontracts 3 Future consideration

Automatic closing of Work Orders

It would be helpful that when an invoice is entered from a Work Order if it automatically closed and locked the work order. Or at least have this as an option in set-up.
Gaylene Underwood over 1 year ago in Prime Invoices / Work Orders 1 Future consideration

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Guest over 1 year ago in Companies / Job Cost Codes / Tax 0 Future consideration

Project Directory - Bulk action for TeamLink Role

It would be helpful to have the ability to assign teamlink roles in bulk action on the project directory list.
Guest over 1 year ago in Project Directory / Teamlink User Roles / UI User Interface Enhancements 0 Future consideration

Contact Mgmt - Customize Colunm - Address Option

Currently you can select city/state but, not address in the custom column for contact management list.
Guest over 1 year ago in Contacts 0 Future consideration

Time & Expense User - Ability to Add Photos (not through Daily Log)

Time & Expense Users seem to be able to add photos through a daily log. And I am aware of the "Automatically Link uploaded images to Photos" setting in Feature Settings. It would be helpful if they could add photos to the Project without using...
Adam Clark over 1 year ago in Daily Log (Daily Report) / User Security Roles 0 Future consideration

Add Revenue Budget For Pending CPR to Financial API

Customer is requesting a report that gives them a financial summary overview of every project similar to the attached. Currently pending CPR's are not available to be used in the API v2
Jack Speshock over 1 year ago in BI Summary Dashboards 0 Future consideration

Prime Invoice - Show Change Order Schedule of Values

SOVs are currently printed out in any detailed invoice report for the contract. For any change order, however, the SOVs are hidden and only a lump sum is reported. For consistency and clarity for our clients, it would be great to have the SOV publ...
Guest over 1 year ago in CO / Prime Contracts 0 Future consideration

Transaction list have WO filter

Same filter as what is available for CO# but for WO# Screenshot for labour timecards but apply to all transaction lists where WO can be allocated
Tim Smith over 1 year ago in UI User Interface Enhancements 0 Future consideration