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ITB Trade Company Bid Status Drop Down on Main Vendor page

On the ITB vendor page, it would be great if the subcontractor company lines had a simple dropdown box to change the bidding status. As it currently is, you have to click on the company-->edit bid status-->dropdown to finally be able to chan...
Marc Macialek about 1 month ago in ITB (Invitation to Bid) / UI User Interface Enhancements 1 Future consideration

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles 10 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Populate PO fields in Intacct form SCM import

It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.
Brandon Dahn 7 months ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

Color Code

Give the ability to Color code the Lead Chart
Guest 2 months ago in Lead Directory / UI User Interface Enhancements 1 Future consideration

SCM Test Environment

I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...
Guest 7 months ago in User Interface 0 Future consideration

Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.
Guest 2 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

Information Shown on PDF of Project Directory

Can email addresses be added to the pdf/"report" of the project directory?
Genevieve E 6 months ago in Log Style Reports / Project Directory 0 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 8 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 3 Future consideration

Allow for bills being imported (from SIC) to be automatically approved

We frequently import bills (from SIC) to multiple projects at a time in order to upload payroll costs, credit card charges, etc to projects in SCM. In doing so, these bills default to a status of "pending". In reality, these bills have already gon...
Carl Lyles 8 months ago in Accounting Link for Sage Intacct / Contracts and Procurement Workflow 1 Future consideration

Subcontract Invoice import option

If we can import bills (for PO and non-PO bills) then we should be able to do the same for Subcontract Invoices against the Subcontract.
Patrick Sheppard 10 months ago in Subcontract Invoices / Subcontracts 2 Future consideration