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MWBE and SDVOB

Please put Checkbox fields on main info page for Companies to identify MBE, WBE or SDVOB- as almost all public work requires %s of each of these to be hired.
Guest 1 day ago in Companies 1 Needs review

Option to hide internal contacts on drop downs

When selecting Suppliers and Subcontractors on drop downs it would be nice to hide internal contacts from the list. Example ITB and RFPs.
Matthew Carlisle 26 minutes ago in Contact Management 0 Needs review

Change Insurance Alerts to RED

It would be easier to see that insurance is out of compliance if it was red and in contrast to the rest of the system view.
Tamera Reckks about 24 hours ago in UI User Interface Enhancements 0 Needs review

Create Prime Invoice by Owner Code

It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Guest 4 days ago in Prime Invoices 2 Already exists

Initiate Workflow for large amounts of items

It would be nice for the team to be able to initiate the workflow for multiple objects if they are loading a large amount of those transactions at any given moment. For example, we have a client that uploads hundreds of bills per month and has to ...
Patrick Sheppard 6 days ago in UI User Interface Enhancements / Workflow 0 Future consideration

Create Prime Invoice by Item

When syncing to Intacct, clients would prefer to have their contract lines (SOVs) displayed by the item name rather than grouped by cost code.
Matthew Carlisle 13 minutes ago in Prime Contracts 0 Needs review

Subcontractor Daily Report

Many requests for subs to be able to upload and/or submit their own daily reports to the GC. Upload through the portal maybe?
Sue Parker 23 minutes ago in Teamlink Portal (General) 0 Needs review

Tax on Gross Invoice

Sage Intacct taxes on gross invoice and specifically Washington it is Law to tax on the Gross Invoice amount. In order to have SCM invoices and Intacct Invoices match this needs to be updated.
Tamera Reckks 7 days ago in  2 Planned

Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle 15 days ago in Submittals / UI User Interface Enhancements 0 Future consideration

Workflow templates for submittals

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...
Matthew Carlisle 15 days ago in Submittals / Workflow 0 Future consideration