Description: The current system does not provide a direct, iterable collection of all change orders linked to a payment application with type-filtering support. This makes it difficult to create custom report sheets that only display change orders of a specific type (e.g., "Owner Unit Selection"). Example Use Case: We need to generate a separate sheet in our payment application template that exclusively lists all OCOs of the type "Owner Unit Selection" along with their details (name, number, approved total, and cost items). Currently, the standard variables do not expose the change order type in a way that allows for this specific filtering. This feature would enable greater customization and allow us to create focused, type-specific reports for our clients and internal teams without manual data manipulation. Show More

Description: The current payment.totalApprovedChangeOrders variable returns a single numeric value, making it impossible to filter by attributes like ccoType. It would be very useful for creating detailed payment applications to be able to sum approved change orders of a specific type (e.g., "Owner Unit Selection") directly within a single cell.   Example Use Case: We need to display the sum of all "Owner Unit Selection" change orders in a payment application. A variable structure like {payment.totalApprovedChangeOrders | filter:"ccoType":"Owner Unit Selection" | sumBy:'approved'} would provide this functionality, but it currently does not work because totalApprovedChangeOrders is a number, not a collection.   This feature would allow for more precise financial reporting and customization within payment application templates without requiring complex workarounds. Show More

Can Member emails be associated to more than one company. Often times, we have owners who create LLC companies associated to each project.  If there is more than one project active with the same owner rep, they can not be associated to more than one company name.  Show More

Having the ability to have reminder emails when something is overdue in someone's court, such as a contract approval, change order approvals, cost payment application approvals, etc. Show More

Would like ability to have budget code upload sheet include a required field for the Main Contract SOV items so that it automatically batch associates the budget codes to Main Contract SOV. Removes the task of manually linking the codes. Show More

"As built, the integration from BuildingConnected to Cost Management only supports a 1:1 relationship between contracts and budget codes. Supporting a 1:many relationship (multiple contracts to a single budget code) isn’t currently available" In ACC you are able to associate multiple contracts to a single budget code.  Building connected can not support the same ability. Show More

The ability to duplicate financial markup formulas would be very useful and save time when setting up templates and projects.    Some markup formulas can be very complex and require 5 or more line items, each with their own settings and cost code mapping. When having to create multiple versions of a complex formula, this can take a very long time.    The ability to Duplicate an existing Financial Markup Formula, just like we can duplicate an Approval Workflow, would save time and remove opportunities for mistakes while rebuilding complex formulas.  Show More

I need a way to export the budget payment application. Our process require a wet signature (not just the system approvals) I also do not link to any accounting software and need to have a easy to follow summary to use when cutting a check. Does this exist? I don't have any export or print features.  Show More

Love the "Default email message" feature within Cost Management, especially being available to all the different types of notifications that go out to trade partners. In addition to the "Default email message", there should be an associated "Default subject line" that can be populated. Ideally, a default subject line would be available for each type of default email message that could be sent.   FOR EXAMPLE: Cost Management > Settings > Cost > Default email message - "Trade Partner Pay Application - Request input" allows you to set a default email message that will go to the Trade Partner when sending out requests for cost payment applications. There should be a single line box above that message box for me to control a default subject line. Currently the system populates "Trade Partner Pay Application requires your input and response". I would want it to say something like "[INPUT REQUIRED] Pay Application deadline is the 20th of the month. Submit your pay application."   In an ideal world, I'd love to use the ACC variables imbedded in that message. For instance, "[INPUT REQUIRED] Pay Application for {billing period} is due by {due date}. Submit your application." Show More

My clients progress estimate form that I am trying to replicate in Cost Management uses a "Trunc" formula (excel) when rounding. Can this feature be added?   I am having issues with the total budget, retention or individual costs are off by 1 or 2 cents, which I believe is because of this. Show More

Changing the tab names and order is terrific; I love that. There is one minor hiccup, though. When I changed the order of the tabs, I assumed that it would also change the default tab when navigating to the Cost module. Say, for example, under the cost tabs (instead of having the Contracts tab be first), I want Expense to be first, Contracts to be second, and Cost Payment Application to be third. When I navigate to the cost module, it opens the contracts tab even though it's not first anymore, and because I don't often refer to contracts, and it takes me to contracts as a default, I always have to click on expenses. It would be fantastic if you could also select the default tab for that module when you change the order of the tabs.  Show More

The possibility of sending a contract to a company that is not in our ACC environment is required, without having to register their email or without being invited to the project. This is useful when we want to send a material order to a supplier that does not use ACC, for example the concrete supplier, this company does not have Build licenses and does not need them if it is only going to receive its contract from Cost Management. Show More

The Details Panel should be a full screen. It is confusing to see it on the side. It should pop up to a new page.  Show More

The information and attachments we put on the main change event, should flow to all cost items created and be editable in the cost item and then all information in the cost items should flow to the Contracts, SCO, and OCO's. Currently, we are entering the information in at least 3 times. Change Event, Cost Item,  & SCO/OCO.  Show More

The Cost Payment Application Invoice Number should not auto populate. It should be blank until the supplier fills in the number and should be editable until it is fully approved. We sync with sage and it can only be a certain number of digits, plus we have a format that we can only accept. Currently, we are unable to edit it once the supplier submits.  Show More

I had to make a Markup Formula rule where a OH& Fee charge was only relevant to budget items NOT starting with 01. I could not do this and had to make 17 rules to include all of the potential budget item starting digits that we not 01.    Can we add a 'Does not start with' qualifier to that list? or some other way to un-include items from a list?    I could not use does not contain because many of the codes include 01 somewhere else in their 6 digits.  Show More

Please add the ability to extract the activity log for each payment application in XLS or PDF format. Currently, there is no option to export this detailed information, which is crucial for tracking and auditing purposes. Being able to extract the activity log would provide a clear record of all actions taken, enhance transparency, and simplify the review process for project managers and stakeholders. Show More

Please add the ability to extract Payment Applications (Budget and Cost) in XLS format. Currently, only the budget and main contract overview can be exported as XLS files. It would be highly beneficial to extend this capability to include payment applications as well. Show More

Creating custom column which is not formula based so that they can manually input the values in the Budget tab same as adding values in unit cost.  Show More