Prime Contracts

It would be great if budgets within SCM could be separated similarly to SOV lines — with individual items tied to cost codes — and then rolled up to the division or cost code level once synced to Intacct.

Posting the SCM, SOV down to Sage Intacct's project contract lines using the line items, and not grouping by cost/ owner/ division/ major codes, would benefit the client in the following ways. Client will be able to apply CO to the SOV task with...

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...

Please separate the Architect and Client Rep field in the Project's Prime Contract. The Architect should be "Architect/Engineer" and there should be another field for Client Rep

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.

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.

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.

Scope of Work section should always be visible by default, without requiring the user to click to expand it in all tools. This will help prevent the overlooking of the important details, improves workflow efficiency and ensures greater visibility ...

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.

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...