It would be nice to have your prime contract column summed from the line items in your cost budget. Being able to complete this one window would be nice to have as an option.
Report showing overall prime contract value, prime invoices to date, paid to date and balance to bill
We need a report for single project and multiple projects report that shows the total contract value, the prime invoices to date, the amount paid to date and the balance to bill.
Create a way to track production units to correlate to Unit Price contracts (hours/materials consumed) so that Unit Price Contracts hold legitimate value to clients
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...
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.
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almost 2 years ago
in CO / Prime ContractsFuture consideration
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...
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.
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.
Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts
It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...