In Owner Payment Applications, when the below the line is selected for Change Orders, CO's are displayed with all their detail on the SOV or billings.  This means if you have five Change Orders with several line items each, all of this information gets displayed on the SOV when billing an owner. This can make the billing extremely long and shows a level of detail that's not typically included on a billing.   Please provide an update or feature where Change Orders can be displayed as a single line item at the bottom of the SOV and not in detailed form. It would be cleaner, and more typical for Change Order # 1 to be a single line item total instead of the several line items seen that might make up that change order. Show More

Currently, when you define hierarchy on the cost items for a PCO, it does not come over when you generate the SCO. Can this be fixed so that the hierarchy is automatically generated when the SCO is created? Show More

Markup lines in the Change Management tool default to being Budget Only lines. There are many kinds of markups that would not be Budget only, like insurance or bonds. There is no way to change this default. There should be a setting associated with the Budget Code or with the Markup Template that allows for customization of this setting.   In my mind, it would be best for the Markup lines of a Change Event would be able to match the Scope of the Change Event itself.  Show More

GC LMEO Budget Codes must be set to Budget and Cost as they will incur cost, however, they function more like Budget Only lines as they are not allocated to Subcontract Commitments. This causes issues with the Change Management Process.   When these Budget Codes are used in Change Management, while in Open they must be set to one of the Budget Scopes that projects both Budget and Cost to project correctly. After the OCO is fully executed. Individual LMEO lines of the Budget Code must be edited after words to individually be set to Budget only to remove a "pending cost change" that will never be cut as an SCO.    These extra button clicks should not be necessary. They are a tedious frustration to project team, but more importantly they add risk to the financial process.    There should either be a third option for Budget Codes that aligns with LMEO GC's lines that functions as Budget and Cost without SCO's or there should be some setting in Change Management that allows for a GC to opt-in to this workflow. Show More

My team and I would really appreciate if it would be possible to select the SCO number instead of auto numbering. The reason why this is important is that, for our subcontractors, is confusing to see SCO's#1, #3 and #4 under their list since the SCO #2 was assigned to other subcontractor. So, they end up thinking that one SCO is missing and we need to clarify things for all them.   Imagine a work where we need to set up tens of subcontractors, it'd be madness to coordinate things with SCO numbers being assigned randomly. Show More

In the PCO tab of the change management module, if the user hard types a dollar amount into the estimated column of the grid for a cost item that has a unit cost, the default is to add the line as 1 unit at a unit rate of the hard typed value. The ideal function would be for the units to auto calculate backwards from the hard typed value and the unit cost of that cost item from the budget module. Example below.    Parameters: Project manager's rate is $100/hr per the budget module.   Current function:  $10,000 typed into estimated column field for a project manager cost item.  Flyout window shows 1hr at a rate of $10,000/hr for a total of $10,000 Ideal function: $10,000 typed into estimated column field for a project manager cost item.  Flyout window shows 100hrs at a rate of $100/hr for a total of $10,000 (the unite rate was pulled from that specific cost item in the budget module).  Would be good to be able to still override the Quantity, rate, and total fields in the flyout window in case a different rate needed to be added. ex: 80hrs at $125/hr for $10,000.  The current function can remain as is for lump sum and similar functioning units.    @ian_turner  Show More

We are currently using Docusign and would like some additional setting that can be setup in Autodesk.  This goes for any e-signature company as well.   We want to be able to set the "Repeat reminder" for an envelope.  The other option what would be nice to send an alert for is the "Expiration" alert.   Show More

Overlay's should be independently sizeable, currently when you compare 2 pages and try to zoom in, you enlarge both pages. Can we isolate the zoom so that we can align rooms that are on different scales on different pages. This might come from architect & interior designer or other seperate trades.  Show More

Requesting to lock the document package after it is sent for signature. Currently users can add documents and remerge the package after it is sent and even worse, after the commitment is fully executed. This has potential legal issues if someone can change a document after it is sent for signature or worse, after it is signed.   Show More

We noticed that if project members are located in a different time zone than the Forma project itself, when they fill in the date custom attributes in Cost Management, whether it's for contract or for change order or for payment application, the value that show up in the generated template can be different (+ or - 1 day) from the value that we entered in Forma Cost Management. I've already discussed this matter with technical support team and they have understood and realized the problem, but have no roadmap on fixing it yet. Having this bug, is a major downside when it comes to international companies who operate and work in multiple regions. Even within one country we could have multiple time zones, and not everyone exactly work on the same area as the project is located at. So I would like to ask you to please fix this bug. Many thanks. Show More

Similar to the "Group By" options in the Cost Item tab, can we have the option to group by Supplier and Budget Code in the PCO tab? Show More

Currently, when you create a PCO and batch request quotes, RFQs with numbering (ex. 0001) if it hasn't been responded to but on the PCO tab, there are no sub lines to show there are pending RFQs related to that PCO. Because of this, you can't type in an estimated value for an RFQ until after the contractor has responded.    Proposed change would be that if the batch request quotations is used, it will generate corresponding subitems on the PCO in the same way Batch Create Cost Item works. This would allow the project manager to put in an estimated value for a sub item that has been sent out for quotation.  Show More

Everytime you do a change order transfer, a new PCO is created. Can we get a button to assign to an existing PCO. This is super helpful for when PMs do periodic change order transfers and want to organize everything under a single PCO. Show More

For contracts we will often want to pull certain validation formulas based on values that exist in the system. Like if value equals or exists print 'x' else 'y'. Ask is to allow variable formulas for these Cost Templates Show More

Add the ability to set a Financial Markup Formula as the default and apply that automatically when a Change becomes a COR (and/or) OCO Show More

Currently there are two ways to enter PCO's. If you enter a Change Order Transfer, if forces the PCO balance to $0.  The issue we are running into is after the PCO is entered and we need to make a change to the PCO.  Whether that is getting a quote from a sub, the scope changes and the PM needs to add additional cost items, there is no validation to ensure the PCO balances to $0 prior to submitting the PCO.  The PM can press the add button, change the "Type" to Budget Transfer and add as many cost items as they want to the PCO, but there is no validation to ensure the PCO has a $0 balance if the Type = Budget Transfer     I am requesting a setting to be added for a $0 Validation in the Change Order Types.  If it is flagged for the Change Order type it will not allow you to submit a PCO if the balance is anything but $0.  Below is a potential solution to the flag that could be created.     Show More

One of the things people are struggling with is tracking the approval status of SCO (Subcontract Change Orders).  I am seeing the creation and approval of SCOs out of sequence.  For instance, let's say a Sub has three SCOs issued.  The first one is executed, the second is not approved, and the third is executed.  If the value on the second one needs to be revised then that ultimately changes the overall contract value that shows on our SCO template.  See attached for more detail.  It would be helpful if there was a way to prevent a SCO from being put to "Sent" Status if previous SCOs were not executed.  Or as an alternative, at least a pop-up warning that notifies the user that they are issuing a SCO with previous SCOs not executed.  These could be a project setting that could be toggled on or off by the Project Admin or Account Admin. Show More

We would like the ability to delete a drafted cost item even if phase code is attached to PCO cost item.  Currently, if we allocate from the budget, but need to delete that allocated line and the code is attached to a separate PCO, we are prevented from doing so.   Show More

In certain projects, we execute a single contract with the owner; however, project funding is distributed through multiple owner-issued Purchase Orders. Per the owner’s accounting requirements, each Purchase Order must be tracked independently and requires its own Owner Change Order (OCO). To comply with this requirement, we have configured multiple Main Contracts within Autodesk for a single project.   While this structure addresses owner-side accounting needs, it creates inefficiencies on the subcontracting side. In practice, we typically issue a single subcontract (commitment) to a supplier that may span multiple owner Purchase Orders. Creating separate commitments for each Purchase Order is duplicative, time-consuming, and does not reflect standard contracting practices for us.    Currently, the system does not allow a single commitment to be associated with multiple Main Contracts, which forces workarounds or additional administrative effort.   We request an enhancement that would allow commitments to span and allocate values across multiple Main Contracts within the same project. This could be enabled through a configurable setting or relationship that allows a single commitment to reference multiple Main Contracts while maintaining accurate financial tracking. Show More