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Drawings, Specifications & ITBs

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Uploading videos to an ITB should go under photos rather than drawings.

Please allow photos to take .mov uploads so that we can have videos and photos of the space to be in the same area, rather than needed to upload videos under drawings. This should help keep more similar items grouped.
Guest 10 months ago in ITB (Invitation to Bid) / Photos 1 Future consideration

Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest 8 months ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

New Wizard to notify external team members about Drawing and Specification Revisions using the Journals feature

Wizard Steps: Enter Email Subject and select Journal Type (eg. Drawing Rev Notification) Select one or more drawing files (eg. PDFs) Select one or more specification files (eg. PDFs) Select one or more recipients using Lead Directory, ITB Director...
Norman Wendl 6 months ago in Alerts and Calendars / Drawings / Lead Directory / Notifications / Project Directory / Specifications 0 Future consideration

Subcontractor and Supplier Performance Reviews

Ability to document performance reviews for subcontractors and suppliers listed in the Project Directory. This information could also be used as a filter criteria when adding vendors to an ITB.
Norman Wendl 6 months ago in Companies / Compliance / Custom Definable Forms or Entry Screens / ITB (Invitation to Bid) 4 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 10 months ago in ITB (Invitation to Bid) / Journals 2 Future consideration

Autodesk Revit File Viewer

When we upload an Autodesk Revit RVT file, we want to be able to see it in the preview.
Guest 4 months ago in Drawings, Specifications & ITBs 1 Future consideration

Show release date on drawing revision details screen

On the drawing revision details screen add a column for release date
Jack Speshock 4 months ago in Drawings, Specifications & ITBs 2 Future consideration

New Drawing Log Status Field

Status Drop-down Field: Draft, Published, Unpublished Related Sage CM Security Role Enhancements: Attribute to Edit Drawing Status Attribute to View Unpublished Drawings Related Sage CM TeamLink Portal Security Enhancements: External team members ...
Norman Wendl 6 months ago in Drawings, Specifications & ITBs / Leads 1 Future consideration

Cost Code level contacts

Need further breakdown of contacts for leads...by the minor level of cost code. The classification codes allow us to choose from Division and Major level only.
Guest 8 months ago in Companies / ITB (Invitation to Bid) 0 Future consideration