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Scheduling

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Additional Fields in "General To Do" for Customer/Vendor/Employee Contact

"General To Do" items may require input from Customers/Vendors/other Employees. Having a field where the user can specify another party involved (ie. other than assigned to) would be helpful. Not looking for Teamlink functionality. Just a way to n...
Carl Lyles 6 days ago in General To Do 1 Unlikely to Implement

Schedule Access -Grant edit/add permissions Scheduling for Teamlink Users

Currently when one sets up permissions for TeamLink access to functions within Sage, there is an option to select 'All' for schedule. However, 'All' is not all for anyone outside of administrators. I have a contractor running a site and I wish the...
Dan Skinner 3 months ago in Schedules (Gantt Chart) / Teamlink User Roles 3 Future consideration

Action Item List

It would be very useful to be able to maintain an action item list within the project platform and assign individuals with in the project directory along with due dates. Need to be able to track status from open, in progress, closed. Need to keep ...
Dan Skinner 4 months ago in Project To Do 1 Already exists

Scheduling Functionality

Scheduling functionality that can associate budget line items/cost codes with schedule lines to make forecasts fluid as the schedule adjusts.
Sue Parker about 1 year ago in Job Cost Codes / Prime Contracts / Schedules (Gantt Chart) 0 Future consideration

Import Schedule Tasks from Estimate Work Items

It would be very helpful and efficient when building project schedules to be able to import schedule tasks from estimate work items.
Guest about 1 month ago in Estimating Items / Schedules (Gantt Chart) 0 Future consideration

Printable Schedules

Though the schedule does look beautiful on screen, it is almost impossible and takes a lot of tries to print a legible PDF document to share with clients and/or trades. This is almost the only reason our team here is loath to use the scheduling to...
Audrey Peebles 10 months ago in Schedules (Gantt Chart) 0 Future consideration

Have project to dos assigned to company show up for all users in their multi-project calendar

Based on support ticket I submitted - photos for extra context available here : #29521 I can create project to dos that are assigned to my own company via the teamlink option, and this will make it so that those project to dos show up in the emplo...
Sean Coffman 3 months ago in Alerts and Calendars / Project To Do / Teamlink Portal (General) / Teamlink User Roles 2 Future consideration

Scheduling (Gantt) - Add view option that uses baseline dates

Potential Implementation Method: Add View Drop-Down with the following options Baseline Dates Scheduled Dates Baseline and Scheduled Dates
Norman Wendl 4 months ago in Schedules (Gantt Chart) 0 Future consideration

Linked Files Section in Schedules Module

Can we add a Linked Files Section to our Schedules Module? For GC's they could save schedules as they modify, and for subcontractors they can attach GC schedules they receive for reference.
Guest 8 months ago in Linked Files (Projects) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Resource Alerts in the Schedules Module

When adding Resources, specifically internal personnel, can we create an alert system to tell us when a person is double booked in two or more projects on the same dates?
Guest 9 months ago in Alerts and Calendars / Notifications / Project To Do / Schedules (Gantt Chart) 0 Future consideration