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

There is a column in Cost Payment Applications called Paid Amount. Can we get the sum of all the payment reference amounts by SWO/MPO/PSA as a variable to use in document generation. Show More

We are using the Signing feature through Autodesk but realized that suppliers can still invoice against change orders that are not fully executed. That should not be the case. Once executed they should be able to bill against it, but not before that.  Show More

Default CC people in cost when sending contracts/invoices/etc. Each time we send a contract we have to manually CC people and remember to do that. We want to be able to set default people for the CC line so we only have to set this up once. If we forget to CC someone on a contract, we don’t get the information we need to people that need it and it slows workflows. We are manually copying people. Show More

ACC already has snapshoto function on Budget section. It would be great if ACC can also have the same function on Cost and Change Order section as well to ensmooth the audit. Show More

In projects typically project risks are identified in the early stages of the project and may materialise into a PCO / CO and then ultimately a project cost. It would be great if this workflow stream was considered within the Cost module.    One thing that would be required for this would be to introduce formulas into the metadata / custom attributes for things like risk score and calculating the risk cost  Show More

A recent release in the Cost Management added budget amounts to the Change Order tools when selecting budgets- this way when you are selecting a budget you can see how much money is remaining in the budget. Currently it shows Revised Budget less Actual Cost. Can we change this to be Revised Budget minus projected cost?  This way we are moving money around based on what we think we will spend instead of what have spent.    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 first document in the Document Package is always the commitment document and does not need to be listed as an Exhibit. Show More

We have very large change orders sometimes with several (sometimes 100+) budget codes. We need an easy way to export all budget codes at once to build the SOV import (like how commitments SOVs Excel import work in Cost)  instead of having to export each budget codes one at a time. Show More

When exporting our schedule of values from Cost and Change Orders to build the commitment in Excel, we would like the ability to include custom attributes in the export. For our case it would be an address field so the supplier would know where to ship the material.  Show More

For certain change order types (owner), for example contingency types that transfer budget, we would like the option to restrict setting the status to executed if the sum of the lines do not net $0.    Show More

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

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