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Project Directory

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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 8 months ago in Project Directory / Purchase Orders / Subcontracts 1 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 7 months ago in Project Groups / RFI 0 Future consideration

Granting Project Access by Adding Company Contact to Project Directory

In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.
Adam Clark 9 months ago in Contacts / Project Directory / Teamlink Portal (General) 1 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 5 months ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 Future consideration

Timesheet Employee Drop Down Filter by Project

We have several clients with thousands of field employees that need timesheet entry and they would really like to be able to set the Employee drop down to only pull the names of people from their company that are in the project Directory. They jus...
Guest 2 months ago in Labor Timecards / Project Directory 0 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 5 months ago in Project Directory 0 Future consideration

Project team view in team links needs to show e-mail address

No description provided
Guest 3 months ago in Contacts / Project Directory 1 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock 3 months ago in Project Directory / User Properties 0 Future consideration

New Wizard to notify external team members about Drawing and Specification Revisions using the Journals feature

Wizard Steps: Enter Email Subject and select Journal Type (eg. Drawing Rev Notification) Select one or more drawing files (eg. PDFs) Select one or more specification files (eg. PDFs) Select one or more recipients using Lead Directory, ITB Director...
Norman Wendl 6 months ago in Alerts and Calendars / Drawings / Lead Directory / Notifications / Project Directory / Specifications 0 Future consideration

Project Directory - Bulk action for TeamLink Role

It would be helpful to have the ability to assign teamlink roles in bulk action on the project directory list.
Guest 5 months ago in Project Directory / Teamlink User Roles / UI User Interface Enhancements 0 Future consideration