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Internal and TeamLink Security Roles - Add property to allow Annotations in the Document Viewer

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Norman Wendl about 1 month ago in Document Viewer / Teamlink User Roles / User Security Roles 0 Future consideration

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 month ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl about 1 month ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker 3 months ago in Feature Settings / Purchase Orders 0 Future consideration

Granting Time Approval Access by Utilizing Project Manager Assigned to the Project

In lieu of granting time approval access to a company contact through the User in the Company Settings, it would be useful if the Project Manager listed on the Project was automatically granted time approval access to any Company Contacts added to...
Adam Clark 9 months ago in Clock-In / Clock-Out / Labor Timecards / Projects (Active and Inactive) / User Properties 0 Future consideration

Scope Templates - Add "Scope of Work" field

Currently, Scope Templates include fields for Inclusions, Exclusions, and Clarifications. However, it would be nice to have Scope of Work as well when using templates for RFP Packages and Subcontracts.
Norman Wendl about 2 months ago in Templates & Reports 0 Future consideration

Adding Read-Only Permissions For Internal Security Roles

It would be helpful to be able to assign read only for internal security roles. Having wither full access to add, edit, etc: or having 0 access does not work for alot of muy clients. For example PE's and Supers need to view alot fo things that the...
Grant Shields 4 months ago in User Security Roles 0 Future consideration

Access all Time Approval Access on employee Card

A employee may need access to all employee or new employees without manually adding each employee. Please see attachment.
Guest 29 days ago in HR, Time, and Expenses / Time & Expense Workflow / User Security Roles 0 Future consideration

Classifications added per Prime vs per Project

We have a client who would like to be able to assign classifications per prime rather than per project. They've got mulitple primes under every project, and would like anohter level of deliniation. Especially from a reporting standpoint to group a...
Grant Shields 3 months ago in Feature Settings / Prime Contracts 0 Future consideration

Make the Lead Stages sequence editable

If you want to add some additional stages you can't get them into the correct sequence as the stage number is used as key information (see attached) The sequence is important for display order and how analytics and last stages works. Main issue wo...
Tim Smith about 1 month ago in Feature Settings / Lead Stages 2 Future consideration