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TeamLink Portal

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External User Audit Log

Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...
Logan Strouse 10 months ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration

Add draft option in Submittals and RFIs

I would like it if there was a draft option to RFIs and Submittals so you can draft either document to be ready to go without being visible to anyone who is referenced. Currently with the only options being open or closed, anyone who is referenced...
Guest about 1 year ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration

Procurement Push Notifications for other users

We manage the accounting system (QBO) and AP processor for our client. When bills and sub invoices are added to SCM, we review and sync over to the accounting system and AP processor so that the bills can be paid. Since the client manages the proj...
Guest 3 months ago in Alerts and Calendars / New Email Features & Email Browsing / Notifications / Teamlink User Roles 1 Future consideration

Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
John Drinkwater over 1 year ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

Default to "Not Show in Portal" all files uploaded in the TeamLink Portal by Respondents

It seems like it should be the default, or at least there should be a system setting for the default to NOT "Show in Portal" all "Files Uploaded in the TeamLink Portal by Respondents". We have yet to fully utilize the teamlink functionality; howev...
Carl Lyles 11 months ago in Linked Files (Projects) / TeamLink Portal 0 Future consideration

Copy a role to create a new role in TeamLink Portal Settings

When creating a new role in Teamlink Portal Settings, would like the ability to copy a role so that all we have to do is add or remove items instead of creating from scratch.
Guest about 1 year ago in TeamLink Portal 0 Future consideration

Have project to dos assigned to company show up for all users in their multi-project calendar

Based on support ticket I submitted - photos for extra context available here : #29521 I can create project to dos that are assigned to my own company via the teamlink option, and this will make it so that those project to dos show up in the emplo...
Sean Coffman about 1 year ago in Alerts and Calendars / Project To Do / Teamlink Portal (General) / Teamlink User Roles 3 Future consideration

Download All Sub Invoice Pencil Draws At One Time

We are needing the ability to download all sub invoice pencil draws that the GC created at one time in order to genterate a pay app package for the bank. It is currently taking to long to go into each sub invoice and generate report and download t...
Guest about 1 year ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 0 Future consideration

Add Team Link Portal Information to Contact Upload Template

Add fields for Team Link Information to the Contact Upload Template so that we do not have to do it manually.
Meredeth Dotson over 1 year ago in TeamLink Portal 5 Future consideration

Subcontractor Daily Report

Many requests for subs to be able to upload and/or submit their own daily reports to the GC. Upload through the portal maybe?
Sue Parker 5 months ago in Daily Log (Daily Report) / Teamlink Portal (General) 0 Future consideration