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Mergefield PrimeInvOriginalItems

For Original Contract Items Retainage Total
Matthew Carlisle 3 days ago in Detail Report Templates 2 Future consideration

Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson 4 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Submittal Renumbering

Add submittal renumbering so that insertions and deletions don't require manual renumbering of every item. Feature would be similar to that the Estimating interface when renumbering Estimate Items: Select all Items. Choose Bulk Action Check Box: R...
Guest about 6 hours ago in Submittals 0 Needs review

Auto Tagging Parent Cost Code when Child Cost Code is checked

Clients are requesting that when adding in Cost Codes in the system that when a user clicks on the child parent it auto selects the parent, rather than having to tag both. Should be a one to one relationship rather than the system allowing a child...
Guest about 9 hours ago in Estimate Cost Codes (WBS) 0 Needs review

Email checklists

Allow to email the checklist assignment to the assignees.
Guest 1 day ago in  0 Needs review

Purchase Order (PO) and Subcontract Close - Automated Change Order Process

It would be helpful to have a purchase order and subcontract close process to automatically create a deductive change order and change the status to Closed. You would run it from the Actions dropdown in either area. It would then give you a list o...
Adam Clark 19 days ago in Purchase Orders / Subcontracts 0 Future consideration

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.
Amanda Amason 16 days ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

AccountingLink Posting Preferences Export/Import Function (Backup)

It would be helpful if there were a way to import/export your AccountingLink posting preferences. For implementers, this is especially helpful if you have connected to Intacct implementation environment and are planning on disconnecting and then c...
Adam Clark 19 days ago in Accounting Links 0 Future consideration

Should be able to open Expenses or Bills in new Tab

You Should be able to open Expenses or Bills, Timecards etc in new tab. Can make changes and then go back to your list and make more changes
Guest 8 days ago in Workflow 5 Already exists

Two Subs w/Same Company Name

SCM should allow us to have two companies in two different locations (city, st, etc.). We may have a Bob's Glass, Inc. in San Francisco & in Chicago. This does NOT already exist. See attachment.
Amanda Amason 24 days ago in Companies 1 Already exists