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Project Directory

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 ...
Guest 2 months ago in Project Directory Needs review

Add superintendent to contact options on project

Several clients have asked for this as the superintendent is a key requirement on reporting and filtering.
Matthew Carlisle 11 months ago in Contracts and Procurement Workflow / Project Directory / Projects Future consideration

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.
Amanda Amason over 1 year ago in Contact Management / Project Directory / UI User Interface Enhancements Future consideration

Enhanced Security Settings

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.
Guest over 1 year ago in Project Directory / User Security Roles Future consideration

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...
Tim Smith over 2 years ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory Future consideration

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...
Dawn Parents over 2 years ago in Project Directory / Purchase Orders / Subcontracts Future consideration

Send RFI, Instruction from Project Groups

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 / RFI Future consideration

Add option for Active project in Column listing

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.
Carlos Almeida 5 months ago in Project Directory Needs review

Information Shown on PDF of Project Directory

Can email addresses be added to the pdf/"report" of the project directory?
Genevieve E over 1 year ago in Log Style Reports / Project Directory Future consideration

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...
Guest over 2 years ago in Project Directory Future consideration