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
over 1 year ago
in Projects
3
Future consideration
Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"
Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts
It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
Have projects on company profile within Contact Management
It would be nice to have a list of projects that a company is assigned (like a simple log report). This will help out with our client's and their understanding of their different companies. This may also open up other report options for contact ma...
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 ...
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...
Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page
It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
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 1 year ago
in Project Groups / RFI
0
Future consideration
In setting access to a user's Leads & Projects, it would be desirable to have dynamic filters applied so that the system automatically added leads and projects based upon the filter criteria selected. The goal would be to eliminate the need to...