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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 1 day ago in Projects 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 1 day ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) 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 10 minutes 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 8 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 12 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 4 days ago in Companies 0 Needs review

Create ability to select Phase for commitments sent to Sage 100/300

I have clients who use the phase function in 100 (and I heard this is similar in 300) to track their costs more narrowly and they indicate that not being able to track costs like this is a potential deal breaker. I could see globally-created categ...
Sean Coffman 8 days ago in Accounting Link for Sage 100 Contractor 0 Needs review

Photo Albums Added without needing to Attach Photos

This would allow PMs to build albums ahead of field work so field employee could upload to albums already prepopulated.
Guest 12 days ago in Photos 0 Needs review

Multiple browsers being open at once

Being able to open different parts of the website especially during the transfer of data process without it logging you out of every tab.
Guest 5 days ago in User Interface 0 Needs review

Limit Delete Permissions to Admin Users Only

Add more detailed user permission settings so that only Admin users can delete items. Regular users should not have the ability to delete drawings, files, or other important data.
Amery Scott about 1 month ago in Settings 0 Needs review