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Internal Access to Specific Projects

Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.
Guest 2 days ago in Projects 0 Needs review

Better Insight into the PO Items and Daily Log Qty

They want better visibily on the PO of the daily log qty for the items. Right now you do not see that until creating a bill for the PO. Also, want better visibility on the Daily Log when entering in the delivery of how many items have already been...
Michelle Moffatt about 4 hours ago in Purchase Orders 0 Needs review

Import multiple Prime contracts vs running the wizard 100x

Is there any consideration to Import multiple Prime contracts vs running the wizard 100x in the case stated below? 5) Implementation Plan - Job Cost Codes, Prime Contract and Original Budgets "Once the Owner releases certain units for renovation o...
Joseph Smith 2 days ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) 0 Needs review

Add a “Delivered Quantity” column in Purchase Orders

At the moment, the Purchase Orders module only tracks the ordered quantity, but doesn’t allow us to track what was actually delivered. We’d like to suggest the addition of a “Delivered Quantity” column to help monitor partial deliveries or discrep...
Mylena Lopes about 2 hours ago in Purchase Orders 0 Needs review

Ability to add a manual Status column in Purchase Orders

We’d like to suggest the option to add a custom “Status” column in the Purchase Orders modules. This column would allow users to manually assign and update internal statuses, such as: “Pending Approval” “Partially Paid” “Joint Check Pending” Curre...
Mylena Lopes about 2 hours ago in Purchase Orders 0 Needs review

Ability to have feature and project based workflows

It would be helpful to use both feature and project-based workflows at the same time. For example, I have one project our of 125 that I would like to use a certain workflow for, but the rest would use the feature workflows I have set up. It would ...
Guest about 2 hours ago in Contracts and Procurement Workflow 0 Needs review

Daily Log Reports

Currently the system only allows you to run reports for a single week or month at a time. Can you create a report that combines logs from several weeks or months to avoid having to generate multiple reports?
Guest 1 day ago in Daily Log (Daily Report) 0 Needs review

Revenue Forecasting

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...
Michelle Moffatt 9 days ago in Reporting / Analytics 0 Needs review

Add a Change Order to Prior Months Billing

If a change order is dated May but it doesn't go through the workflow until June, we are unable to add it to the sub invoice. It would be helpful to be able to add it to the May sub invoice since that is when the work was completed and need to be ...
Guest 13 days ago in Subcontract Invoices 0 Needs review

filter uncategorized subcontractors when assigning

to be able to filter to those that don't have classifications while assigning so you can see which one's need to be classified while you are classifying them
Guest 5 days ago in Companies 0 Needs review