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UI User Interface Enhancements

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List views column width

On the list views it would be nice to be able to control column widths to make things list better and be more readable. e.g per attached make the supplier and subject columns wider and project contract and totals narrower Or make the columns width...
Tim Smith over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
Guest 7 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

Scheduling auto-save

Please add an auto-save feature in the scheduling module.
Guest 4 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

Time Expense & Misc .Expense Log View - add columns for Sub Total and Sale Tax

We track the Sales tax and the total would be nice to see the columns.
Guest 4 months ago in Misc. Expenses / UI User Interface Enhancements 1 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 10 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

The ability to resize sections on some of the summary screens

For example, on the project home screen, if we could resize the open items, and see a better snapshot of whats going on without scrolling.
Guest 2 months ago in UI User Interface Enhancements 1 Future consideration

Ability to remove "Default" from reports dropdown

We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default r...
Kenani Brandon over 1 year ago in Detail Report Templates / UI User Interface Enhancements 2 Future consideration

For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered

I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...
Guest 7 months ago in Companies / Contact Management / UI User Interface Enhancements 1 Future consideration

RFI report with all attachments

For an RFI, I would like to have the function of having all attachments and linked correspondence to be included with I run the report to print off. As of right now I have to run the report and then download attachments separately and combine them...
Patrick Wolf 2 months ago in RFI / UI User Interface Enhancements 1 Future consideration

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles 9 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration