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UI User Interface Enhancements

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Add Team Open Items Module in Leads

Add the following Module and reporting to Leads: Team Open Items
Guest 12 months ago in Alerts and Calendars / Leads (Active or Intactive) / UI User Interface Enhancements 0 Future consideration

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page
Audrey Peebles over 1 year ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 0 Future consideration

Add photos under subheadings

Instead of adding photos to the bottom of the page, the photo option should be available under each category (workforce, equipment, visitors, weather notes, etc.). This way, when you print a PDF of the daily log, you can see the photos that go alo...
DeAnna Brockway 6 months ago in Daily Log (Daily Report) / Photos / UI User Interface Enhancements 2 Future consideration

Cost plus without GMP Contract has Cost Summary Breakdown

The cost plus with GMP has a nice simple breakdown of cost budgets by resource. Hoping same thing could be added to cost plus without GMP
Tim Smith over 1 year ago in Cost Plus Without GMP / Prime Contracts / UI User Interface Enhancements 4 Future consideration

Login

During log in attempts, it will indicate the password is incorrect when the username is incorrect. Is there a way to differentiate between incorrect password and incorrect username?
Micah Will 6 months ago in UI User Interface Enhancements / User Properties 0 Future consideration

Punch list item view - images

Please add a feature where we can see the attached images for the punch list items in the punch list item view. Currently, you need too many clicks to see the image (s) related to the punch list item.
Guest about 1 year ago in Punchlist / UI User Interface Enhancements 2 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

A Hyperlinks Module added to System?

Having a module or area in each module where clients can store links to outside websites, files, or documents would be very helpful. We have many Clients with Documents that they don't necessarily want to add to system but want to be able to link to.
Guest about 1 year ago in Document Viewer / Documentation / UI User Interface Enhancements 0 Future consideration

Mass Loading for Checklists on multi Prime Contracts?

We have several clients with many Prime Contracts under a Project and they use the same checklists for all Primes. If we could have the ability to check off multiple Primes to add checklists to, that would be super helpful.
Guest about 1 year ago in Checklists / UI User Interface Enhancements 0 Future consideration

Bulk action to change PRIME CONTRACT

We are all humans some times we make mistakes, so in order to correct this mistakes and keep the work flow we need a BULK option to change PRIME CONTRACTS whiting the same project because now we have to do it ONE BY ONE! If we uploaded 1000 wrong ...
Guest 7 months ago in Prime Contracts / UI User Interface Enhancements 1 Future consideration