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Correspondence

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Copy submittal items to resubmission

When initiating re-submittals the submittal items should copy over to the re-submission so you don't have to type out all the submittal items again. This is highly inconvenient and inefficient.
Micah Botica 3 months ago in Submittals 4 Already exists

Allow Transmittal CC:d Individuals to have access to the link

There should either be a way to add additional recipients or allow cc:d individuals in the sending stage to have access to the link.
Guest 3 months ago in Transmittals 0 Future consideration

RFI Detailed Report Bookmark When Schedule or Cost Impact is "To Be Decided"

When "To Be Decided" is selected for an RFI it populates as "False". We cannot send out an RFI that says "False" if we are asking for information that will give us direction on if there will be a cost or schedule impact. We need our paper trail to...
Kenani Brandon 3 months ago in Detail Report Templates / RFI 0 Future consideration

Notes section in Leads/Projects with User Tagging Capability

Communication amongst team members is vital when it comes to managing a project/lead. Being able to house that in a centralized location in the lead/project would be really nice. Also, being able to tag one or more team members to the note so they...
Dario Tomic 11 months ago in Journals / Leads (Active or Intactive) / Projects (Active and Inactive) 3 Future consideration

CC component of ITB function sending you the email with the full CC list.

When bidding for ICAP projects we need proof that the email was actually sent to potentially hundreds of vendors (W/MBE). Having the one email sent to you showing ALL the vendors would be the best proof, and allow us to not have issues when being ...
Guest 12 months ago in ITB (Invitation to Bid) / Journals 2 Future consideration

Submittal - Auto update the responsible company field

When using workflow for a submittal. The responsible company field should auto update with who is set to approve the submittal.
Jack Speshock 4 months ago in Submittals 0 Future consideration

Set default workflow type for RFI's

Have the ability in feature settings to set a default workflow type for RFI's
Jack Speshock 5 months ago in Feature Settings / RFI 0 Future consideration

Create a CPR, CO, or SCO from an Correspondence > Issue

Issues have an Financial Impact field that acts as an estimate or sorts. This could easily convert to a CPR, CO, or SCO. This would also provide a continuous connection to supporting correspondence and documentation for the CPR, CO or SCO.
David Holler 10 months ago in Issues 0 Future consideration

More import options for Transmittal Items

Currently you can only import Submittals and Drawings to Transmittals. There should be more options in here like SCO's
Jack Speshock 8 months ago in Transmittals 0 Future consideration