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Contracts and Procurement Workflow

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Bulk Action Reactivate inactive Workflow

Accidently inactivated all of their workflows using this bulk actions option It would be helpful if when looking at the list of inactive workflows, we could click Bulk Actions and set them all Active again.
Bryan Shirota 3 months ago in Contracts and Procurement Workflow 0 Future consideration

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly about 1 year ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

add Project Name as a column in the workflows dashboard

Add Project Name as a column in the workflows dashboard.
Guest 12 months ago in Contracts and Procurement Workflow 0 Future consideration

Subcontract Issued to Project Owner for approval before the subcontractor approves.

Our current workflow is to have the owner/owner's rep sign the subcontract report. This authorizes us as the contractor to then contract with the subcontractor for the value they have presented against the budget. Is there a way to have the Issued...
Guest 12 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

Add an action of SEND TO ERP

There are MANY times when the "workflow" has been approved, but then we send a subcontract, PO, Bill, Invoice, etc. for eSignature and we get a request for revisions or corrections. If the workflow was already approved, the item automatically send...
Saraya Kingsley 4 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) 0 Future consideration

Project Name and location on Workflow approvals

When reviewing a subcontract workflow, I really need the name of the project and location on the screen so I can verify that we have everything set up correctly for that state. I am currently having to pull up another screen to search the project ...
Guest 10 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Add classifications to approval workflow conditions

It would be nice to be able to condition approval workflows by classification field values. We have two different sub departments in our construction department. Those two departments have different department heads that need to review Contracts/I...
Dario Tomic over 1 year ago in Contracts and Procurement Workflow 3 Future consideration

Mobile App needs a workflow tab

It would be nice if a person could click on a tab in the app that would take them to the Workflow page where they could easily look through and approved or decline items.
Guest over 1 year ago in Contracts and Procurement Workflow / Mobile - Android / Mobile - Apple / Time & Expense Workflow 1 Future consideration

AP bills adjustable invoice date

Make a date change available on an AP bill so if a PM hold a bill for a long time before approving, the date can be change when it gets approved. This avoids having to unlock the bill, change the date, and re-initiate.
Sue Kelly about 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow / Subcontract Invoices / Vendor Bills 1 Future consideration

Credit invoice into workflow

Currently if you add a return/credit to the system, the PM isn't alerted of this. It would be nice if there was an option in the workflow where these would go in and they could simply click acknowledged or something. As it wouldn't really need app...
Guest over 1 year ago in Contracts and Procurement Workflow 2 Future consideration