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Have the customer show on the Project

Currently the only places to see what customer is attached to the Project is through the Project Directory and Prime Contracts; it would make a number of my client's lives easier if they could review the customer on the project selection menu, or ...
Patrick Sheppard about 1 month ago in Client Contract Admin / Projects / UI User Interface Enhancements 2 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 4 months ago in Project Directory / User Security Roles 0 Future consideration

Display company code when creating a new Project

We have clients that have the same company as both Vendors and Customers, so two companies would technically be setup. It would be nice of the Company Code was displayed when creating new Projects to ensure the correct Customer is selected since a...
Kristina Szczerbinski 5 months ago in Contact Management / Prime Contracts / Projects 1 Future consideration

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles 10 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Information Shown on PDF of Project Directory

Can email addresses be added to the pdf/"report" of the project directory?
Genevieve E 6 months ago in Log Style Reports / Project Directory 0 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 8 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 3 Future consideration

Add OCR to Drawings and Specs

One feature that would be really useful is to have OCR capabilities added to imported drawings and specs that would automatically pull out the Spec Section #, Name, and Submittal Requirement from the PDF automatically. This would be a big time saver!
Dario Tomic over 1 year ago in Projects 1 Future consideration

Sync Photos from Daily Log to the Photos Tool

We would like for the photos to automatically appear in the Photos tool when we upload to Daily Log.
Meredeth Dotson about 1 year ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 2 Future consideration

Insurance Expiring Alert

An alert needs to be sent out to someone that can be set as an insurance manager letting them know that the subcontractors insurance is about to expire on their project.
Misty Toulouse about 1 year ago in Projects 3 Future consideration

Project Hierarchy or Master Project

When you have a project that is essentially made up of smaller projects. An example might be you have ten homes being built and each home is to be a project but they are all being built for one client who want one bill for all ten homes but you ne...
Bruce Dutnall about 1 month ago in Projects 5 Already exists