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Copy Project Wizard

Required Selection: Customer Copy Wizard Steps: Project Directory Drawings including files (Source and Target Project files would be separate.) Specifications including files Cost Codes Prime Contract (Customer would be replaced with selection abo...
Norman Wendl over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Prime Contract Budget Revisions when integrating with Sage 100 Contractor

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 100 Contractor.
Jesse Gordon over 1 year ago in Accounting Link for Sage 100 Contractor / Prime Contracts 0 Future consideration

Prime Contract Budget Revisions when integrating with Sage 300 CRE

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 300 CRE.
Jesse Gordon over 1 year ago in Accounting Link for Sage 300 CRE / Prime Contracts 0 Future consideration

A Hyperlinks Module added to System?

Having a module or area in each module where clients can store links to outside websites, files, or documents would be very helpful. We have many Clients with Documents that they don't necessarily want to add to system but want to be able to link to.
Guest over 1 year ago in Document Viewer / Documentation / UI User Interface Enhancements 0 Future consideration

Mass Loading for Checklists on multi Prime Contracts?

We have several clients with many Prime Contracts under a Project and they use the same checklists for all Primes. If we could have the ability to check off multiple Primes to add checklists to, that would be super helpful.
Guest over 1 year ago in Checklists / UI User Interface Enhancements 0 Future consideration

Automatic COI Email Alerts

As intacct can now send out automatical compliance emails on COI, this feature will defintiely begin to be a push for many Intacct Clients.
Guest 10 months ago in Alerts and Calendars / Compliance / Notifications 0 Future consideration

Lead Enhancement

Need ability to add client as a lead column not just the description.
Guest 10 months ago in Leads 1 Future consideration

Prime Contracts

Combine Lump Sump and Cost Plus items on the same Prime Contract
Gilbert Sanchez over 1 year ago in Prime Contracts 1 Future consideration

Add Option to Create CO and Create Prime Invoice from Actions when in Prime Contract

It would enhance the UI if when in the Prime Contract to have the ability to navigate to add change order (Add CO) or create prime invoice from the Actions drop down. This would streamline the flow and add a smoother flow and less navigation clicks.
Dawn Parents over 1 year ago in CO / Prime Contracts 0 Future consideration

Converting Pending Clock In/Out By Employee Not Job

It would be very helpful to be able to convert Clock in/out by employee and not per job. Each employee is on a different site most of the time and when going through their week It's annoying to have to go back and forth to jobs when i could jsut d...
Guest 10 months ago in Clock-In / Clock-Out / Time & Expense Workflow 0 Future consideration