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Prime Contracts

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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

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

Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
Carl Lyles 7 months ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

Display company code when creating a new Project

We have clients that have the same company as both Vendors and Customers, so two companies would technically be setup. It would be nice of the Company Code was displayed when creating new Projects to ensure the correct Customer is selected since a...
Kristina Szczerbinski 3 months ago in Contact Management / Prime Contracts / Projects 1 Future consideration

Have different Items for each prime contract line in CM

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...
Brandon Dahn 7 months ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles 7 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration

Ability to Copy a Prime Contract

We use multiple prime contracts for service work and currently we have to add them manually and add markups to each one.
Annie Kendrick about 1 year ago in Prime Contracts 6 Future consideration

Prime Contract Status visible in Accounting Link "Primes Ready for Posting"

We are very excited about the August 2024 release, and the ability to send the prime contract separate from the project. As per the release notes, this is especially important when updates to the prime contract are to be made. Having the ability t...
Carl Lyles 7 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 3 Future consideration