Ability to toggle off the Change Order Transfer button because many customers do not move money within their budget and therefore don’t want users to be able to see or use this button.    (This request comes from a customer in our EBA program)     Show More

My team and I would like the ability to both send a contract for signature and request supplier input within the same step to streamline the contract process. We begin by compiling the 6 documents that make up our contract using the document package.   After it is created, we would like to send our contract for signature. At the same time that the subcontractor is signing and returning the subcontract, we would also like them to be notified of the compliance requirements that we are requesting prior to my company then executing the contract, which includes the subcontractors Schedule of Values, W9, and Certificates of Insurance. We do not want to execute a contract until we have all of those compliance requirements.   The reason for this is because we do not want to "Request Supplier Input", meaning we have to wait around for the subcontractor to send in the compliance requirements (Schedule of Values, W9, and Certificates of Insurance) prior to then sending the contract for signature because this could then make it a lengthy process in terms of time.   The ability for a one step process to both request the specific compliance requirements from a subcontractor and putting the contract in front of them for signature would be the ideal way to streamline this process. Show More

In short there are views we have that we consider an internal Project view, but I don't want the owner to see.  I want to still be able to wipe columns off of it or filter it down some more.  I want people in my company to have a default view that is different from the default view the owner can see. Currently this is not possible.  We need to control what the owner see's and eliminate unnecessary questions.      Example: In the PCO screen the Scope means nothing to the owner and raises questions because they can see it, and we cannot hide the  but it means a lot to us.   If I can control the views that the owner can see it will allow us to enhance their experience and not cause us pain. Show More

When routing a cost/subcontract for example through the approval workflow there should be additional information displayed on the screen that comes up when you click review.  The screen should be a snap shot of critical information, currently this screen shows the schedule of values for the contact being entered but not the allocated budget amount to that cost code.   there should be a snippet of budget > commitment > profit/loss as that is the most important thing to know when approving a subcontract for distribution. Show More

Our Executives want to be able to see a list of all the cost workflow reviews that are in their court, on the "Assigned to me" card on the My Home screen. This would allow them to see any cost reviews across all projects that need their approval to move forward. Right now, they have to open every project to see what is waiting on them to approve. It is a big waste of time and effort, for a class that needs maximum efficiency. Show More

A way to track deposits in Cost Management Show More

Have ACC be able to do a page count and list how many pages are in each attached Exhibit while listing them into commitments and change orders document template. This is so the recipient of the signing documents know the page count of what they are signing.  Show More

Cost payment applications need the same workflow steps as Contracts. We need to send documents aka lien waivers out for signature after the amount submitted by supplier has been accepted. unless I'm doing something wrong?   Show More

Would it be possible to have the Document Package "Send for Signature" or "send email" activity in the flyout of the cost payment application? We find ourselves constantly monitory Ball in Court and chasing down for signed documents like lien waivers after the dollar amounts have been accepted.  But what if we actually forgot to send it? we get the little green box at the top of the screen letting us know the email was sent successfully, but could that also be in the activity log? I'm grateful it is in the cost management Settings/ Activity as an export, but this is not searchable in the UI and would be just as valuable in the Cost Payment Application Section itself.    Show More

When we add non-active user information in cost, Account Admins should be able to edit the contacts information if there is an error, or if they change their name.  This is particularly important when a generic contact email address is used for a company (EX: customersupport@company.com).  Additionally, this contact information is pulled into contract documents and used for DocuSign, so there is a need to edit names associated to an email address. Show More

Can we get the Commitment Code added to the Cost Payment Application screen (as a field that can be viewed)?  We can see the Commitment, but it would be really helpful to see the actual Commitment Code itself.  So it would look something like this:   Thanks! Show More

Currently, when updating a draft payment application in COST, users can only add change orders—there is no option to add new budget items. However, in practice, some clients have budget items that do not require an approved change order, such as bonus/penalty adjustments, asphalt binder and diesel fuel cost adjustments, or interim crushing payments. Users have reported frustration when they realize mid-process that they need to include such an item, as the only current workaround is to delete and regenerate the payment application—resulting in the loss of all previously entered quantities and data. It would be a meaningful improvement to allow users to add new budget items directly to an existing draft payment application, in the same manner they can already add change orders. This would eliminate unnecessary rework, streamline the workflow, and better support real-world billing scenarios that include dynamic or non-CO-based cost items. Show More

If the document templates will differ based on some attributes , we need to have many document templates uploaded in the settings. For example, based on the amount of the COR (specific ranges) and the type of discipline we have different signers for change orders. This means that we will have 3-4 document templates per discipline and the list of templates the user need to select from will be very long. Since requirements for choosing the correct document template is already recorded in custom attributes we could have a conditional selection and only show the templates that matches the attributes to the user and prevent wrong templates to be selected. Show More

ACC call all rates unit cost. and relies on the tab you are in to determine what that rate is. This is confusing and has caused errors because on projects we deal with (at least) 3 rates:- Cost Rate - This is what we pay the supplier - this is the rate in the suppliers SoV  Budget Rate - This is what i have allowed to spend on an item - rate from the Budget Tab Selling Rate/Buy Rate - this is what the client will pay me for an item  - From main contract Tab.  We should as a minimum be able to rename these to suit.        Show More

I would like the retention amounts from the associated Cost Payment Applications to show up on the Budget Payment Applications retention column. Using a straight % skews the retention number too high once we add in expenses that do not have retention withheld. Show More

It would be great to have the ability to total up all items under a section header, then providing a grand total of all section subtotals. For example, Section A has 5 line items that would total together, Section B has 10 line items that would total together, and as many other Sections necessary. Then having a Grand Total of all Sections (A, B, and so on).   Section A Item #1  $                            2.00 Item #2  $                            5.00 Item #3  $                            6.00 Section A Subtotal  $                          13.00     Section B Item #1  $                            2.00 Item #2  $                            5.00 Item #3  $                            6.00 Item #4  $                            2.00 Item #5  $                            5.00 Section B Subtotal  $                          20.00     Section C Item #1  $                            2.00 Item #2  $                            5.00 Item #3  $                            6.00 Item #4  $                            2.00 Section C Subtotal  $                          15.00     GRAND TOTAL (A,B,C)  $                          48.00 Show More

Please allow a way to customize and sort the estimate Summary Sheet Show More

From the Budget you should be able to click on the commitment number and see a list of all the detail cost. When you click on the three dots next to the budget then click, view actual cost.  It only brings up the base contract, not any change order.   Show More

The Commitment code should auto populate with the next subcontract number or purchase order number.  Show More