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Ability to create different formats for reports such as invoices

When using the unit billing contract type i want to be able to group items by owner cost code rather than by cost code. So, the ability to create a format for this invoice would be great.
Guest 7 days ago in Prime Invoices 0 Needs review

Canada Holdback (Retainage)

In Canada, there is a need for a second holdback field. There is regular retainage and sometimes there is warranty and/or maintenance retainage. They want/need to track these separately as they get released at different times and may have separate...
Sue Parker 7 days ago in Prime Invoices 0 Needs review

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles 8 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

Cost Budgets & Budget Revisions Sage CM to Intacct

It would be very useful to be able to revise a Budget in CM and have it directly shared with Intacct and be able to track revisions made throughout the project without having to do this as a change order. If we were to need to share a change order...
Molly Toledo 10 months ago in Accounting Link for Sage Intacct / CO 2 Planned

Make budget modification button

Instead of creating a change order to move money around within a budget. Can you create a budget modification much like procore to move the money easier within cost codes.
Guest 5 months ago in CO / Prime Contracts 0 Future consideration

Provide an option to push Estimated hours to Intacct.

This would enable an option to run an estimated vs Actual hours from the data entered in SCM. If this data could land in the production unit column of the Intacct's estimate screen to provide the most reporting opportunities.
Matthew Carlisle 6 months ago in Accounting Link for Sage Intacct / Prime Contracts 2 Already exists

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith about 1 month ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices 0 Future consideration

Be able to revise cost budget on change order

No description provided
Guest 13 days ago in CO 0 Needs review

Manually Type Cost Codes

It would be nice to be able to type the cost code number so you can continue tabbing across and not have to use the drop box and scroll through a small box
Guest 13 days ago in Job Cost Codes 2 Needs review

Pull quantities in from Excel/HCSS

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.
Jenny Pewtherer 4 months ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 4 Future consideration