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Add Classification to Prime Contracts

We need to be able to add Classification to Prime Contracts in order to Map the different income accounts within the same Project. Is there any way to get back to me to see if this is feasible in the near future? We we're hoping to get this done i...
Guest about 1 year ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

Copy Project Wizard

Required Selection: Customer Copy Wizard Steps: Project Directory Drawings including files (Source and Target Project files would be separate.) Specifications including files Cost Codes Prime Contract (Customer would be replaced with selection abo...
Norman Wendl about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 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 about 1 year ago in Labor Timecards / Project Directory 0 Future consideration

Easy way to print all linked files on a transaction

A quick and easy way to print out all the linked files on a transaction. Use case: Customer wants to print out submittal package that includes product documentation, product photos and design plan that was uploaded to linked files on submittal. In...
Jack Speshock about 1 year ago in Linked Files (Projects) 0 Future consideration

Control who can annotate in document viewer

Be able to control who can annotate drawings, specs, photos, etc in the document viewer.
Jack Speshock over 1 year ago in Document Viewer / Linked Files (Projects) / User Security Roles 2 Future consideration

Make project groups able to to be copied from a different project

No description provided
Guest 8 months ago in Correspondence / Project Directory / Project Groups 0 Future consideration

Project Directory Custom Columns

Add options in custom column drop down for Contact Name, Contact Ph, Contract Subject, Billing Address (instead of shipping address)
Guest over 1 year ago in Project Directory 0 Future consideration

Allow teamlink vendors to upload files after submitting the bills

Currently when our teamlink vendors upload sub invoices/Bills the only time you can upload an invoice file is while they make it. If they forget, then they have to send it ti us to manually upload on their behalf. This is not ideal, so we would gr...
Guest 12 months ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 2 Future consideration

Automatically Link uploaded images to Photos extended to other modules outside Documentation

Currently this only works for the other modules within documentation. Daily Logs, Work Orders and Meetings. What would be great is if this could extend out to the other modules. Where it would be useful just on initial thoughts are things like goo...
Tim Smith about 1 year ago in Linked Files (Projects) / Photos 0 Future consideration

County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest about 1 year ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration