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.
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...
Add "Finish Date With COs" field from Prime Contract to available bookmarks in document templates.
We would like to be able to pull the "Finish Date with COs" field from the Prime Contract module into the Detail Report Templates as a bookmark. This is especially useful for us on our CO template as we would like to have an updated Finish date ba...
Could it possible to modify the prime change order entry line item entry/distribution to be like the prime contract screen for distribution...prime contract change column and cost budget column?
Molly Toledo
3 months ago
in CO
2
Future consideration
A typical workflow would be to create a change proposal request from a request for information. It would be beneficial to have that option added from the request for information.
Adam Clark
11 months ago
in CO / RFI
0
Future consideration
New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...
Add Option to Create CO and Create Prime Invoice from Actions when in Prime Contract
It would enhance the UI if when in the Prime Contract to have the ability to navigate to add change order (Add CO) or create prime invoice from the Actions drop down. This would streamline the flow and add a smoother flow and less navigation clicks.
Dawn Parents
2 months ago
in CO / Prime Contracts
0
Future consideration