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Scheduling

Saving views for Gantt chart

Having an issue where any sort, filter or row order change set is lost when I refresh the page. I am asking for a feature to be added in where you can save a specific view or have it stay after the page has been refreshed
Guest 1 day ago in Schedules (Gantt Chart) Needs review

Schedule Sorting

Need schedules to have the ability to sort by ID or a sort by ID in the bulk actions section. In the excel import, they do not come in order as they are listed in the import. This causes the user to have to manually put them all back in order. Thi...
Christal Huskins 3 months ago in Schedules (Gantt Chart) Needs review

Adding tasks to gantt chart & printing schedules

There is no way to add the task name to the gantt chart. This really helps with visibility when printing. Also, there is no easy way to print a schedule. You have to manipulate so much on print options to even have something remotely workable.
Guest 5 months ago in Schedules (Gantt Chart) Needs review

To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...
Chad Shaules over 1 year ago in Alerts and Calendars / General To Do  / Notifications / Project To Do / UI User Interface Enhancements Future consideration

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 almost 3 years ago in Job Cost Codes / Prime Contracts / Schedules (Gantt Chart) 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 over 2 years ago in Schedules (Gantt Chart) Future consideration

Equipment Resources

It would be great to have a piece equipment that is already scheduled, be grayed out so that it can not be double booked on two different schedules for the same days. Visibility into who has it booked for what job would be fantastic.
Sue Parker 7 months ago in Schedules (Gantt Chart) Needs review

Scheduling auto-save

Please add an auto-save feature in the scheduling module.
Guest over 1 year ago in Scheduling / UI User Interface Enhancements Future consideration

Schedules linked to leads

It would be useful under Leads if we could link a Schedule under Linked Files.
Guest over 2 years ago in Leads (Active or Intactive) / Project To Do / Schedules (Gantt Chart) 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 over 2 years ago in Alerts and Calendars / Notifications / Project To Do / Schedules (Gantt Chart) Future consideration