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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 8 months ago in Accounting Link for Sage Intacct / CO 1 Planned

Prime Invoices & Sub Invoices - Ability to Assign Retainage % to specific job cost codes

Currently, when creating a prime invoice, it assumes a specific retainage for each line item. We have items, like General Conditions, Contractor fee, Arizona TPT tax, where retainage is NOT held. This prevents us from using the Prime invoice featu...
Trina Lapena about 1 year ago in Prime Invoices / Subcontract Invoices 6 Planned

Prime Contracts - Add new field for customer PO #

No description provided
Norman Wendl 6 months ago in Custom definable Fields / Prime Contracts 4 Planned

Adding CPRs to Pending COs

You cannot add change proposal requests to a pending prime contract change order. Should be able to add using the action command within the prime contract change order itself and also using the prime contract change order wizard (a new dropdown fo...
Adam Clark about 1 year ago in CO / CPR 0 Planned

Include Checklist Templates in Lead/Project Wizard

We have elected to utilize "Checklists" to assist with internal workflow. We have created a checklist template for leads and estimates which includes the steps of our internal workflow. In creating a Lead, we add the checklist template to the lead...
Carl Lyles 5 months ago in Checklists / Lead Setup Wizard / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Planned

Markup for CPR/CO and Cost Plus have Resource selection

Currently for CPR/CO markups it applies the same markup across all resources. This becomes problematic when you have an agreed labour rate so you don't want any markup on labour so you have to recalculate the markup yourself. Could Resource select...
Tim Smith 10 months ago in CO / CPR 5 Planned

Under the Prime Contract Invoice Information in the Net Retainage Summary box it would be helpful to have a column that shows the Subcontractor Retainage amounts.

This would give you a snapshot of how much retainage is currently being held for the entire contract. There is currently not a view that shows this information.
Guest 9 months ago in Prime Invoices / Subcontract Invoices 0 Planned