Scheduling

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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 about 1 month ago in Alerts and Calendars / General To Do / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration

3 VOTE

Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.

Guest 27 days ago in Scheduling / UI User Interface Enhancements 0 Future consideration

4 VOTE

Scheduling auto-save

Please add an auto-save feature in the scheduling module.

Guest 2 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

11 VOTE

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 over 1 year ago in Job Cost Codes / Prime Contracts / Schedules (Gantt Chart) 0 Future consideration

8 VOTE

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 about 1 year ago in Schedules (Gantt Chart) 0 Future consideration

4 VOTE

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 7 months ago in Schedules (Gantt Chart) / Teamlink User Roles 3 Future consideration

4 VOTE

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 8 months ago in Project To Do 1 Already exists

1 VOTE

Export schedules

Enable exporting existing schedules or creating schedule templates.

Guest 2 months ago in Schedules (Gantt Chart) 2 Already exists

5 VOTE

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 about 1 year ago in Linked Files (Projects) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

6 VOTE

Schedules linked to leads

It would be useful under Leads if we could link a Schedule under Linked Files.

Guest about 1 year ago in Leads (Active or Intactive) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

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