Let us change the Project's "Specify Contacts for Project" setting after the project has been set up
When Specify Contacts for Project isn't selected during Project Setup, the Project's Contacts do not show up in the Project Directory list. The Companies appear, but the individual contact people do not. Please let us go back into the project and ...
Our project Coordinators are the "role" that needs to add team/employee access to specific projects, however, they would have to have ADMIN permissions to do this. Permission settings needs to be much more granular.
Change setting Specify Contacts for Project once created
Once you have created a Project and selected the "Specify Contacts for Project" and therefore "Show Only Specified Contacts on Add/Edit Forms" you can no longer change that setting (and you can't even see how it is set). So if you missed setting t...
Adding Existing Company to Project from PO and Subcontract - Not Returning to Record Creation when Added
Currently from within the PO and Subcontract entry, when "Adding Existing Company to Project Directory" from a PO or Subcontract, it does not return to the record you started. It goes back to Procurement where you have to select either Purchase Or...
Having the Project team groups as an option in the contact list for a project so we can send all correspondence to a Project team group instead of induvial clicking them or a separate message for each contractor . e.g. RFI's, Transmittal, issues,
Brendon Rohde
over 2 years ago
in Project Groups / RFIFuture consideration
When under the project listings we need an option under the columns section to select if a project a prime contract or just a project.. Right now it just lists all projects.
Allow removal of a contact from the Project Directory
Would be very useful if we could delete contacts from the project directory that are no longer relevant to the project. Currently, if a vendor bid on a portion of a project, they remain for all eternity in the project directory even if they are no...