UI User Interface Enhancements

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Allow for editing of variables from items tab in estimate

In the "items" tab of the estimating module, it would be desirable to view and edit assembly variables via an "edit all" button.

Carl Lyles 9 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 Future consideration

4 VOTE

Excel Imports to allow XLSX File Format

Allowing .xlsx file formats would greatly improve a user's capability within Excel when formatting files for import into the application. For example, there are new formulas like XLOOKUP and array formulas that could be used. Power Query Editor co...

Jason King about 1 year ago in Other / UI User Interface Enhancements 0 Future consideration

2 VOTE

Add columns modifications to alerts

In the alerts landing page, alerts only list minimal information. There are somethings that could be modified like allowing users to show the project name, not just the project ID.

Sean Coffman 7 months ago in Alerts and Calendars / UI User Interface Enhancements 0 Future consideration

4 VOTE

NZ/AUS need option to 'Schedule out' payment claims from subcontractors

In NZ/AUS we need the ability to adjust subcontractor payment claims (under subcontractor invoices) with comments as to why their claim was adjusted. There needs to be a comment field per line item, and a bookmark that references this in the mail ...

James Arrowsmith about 1 year ago in Journals / Subcontract Invoices / UI User Interface Enhancements 1 Future consideration

2 VOTE

Upload updated Word and Email templates instead of having to delete and redo

Any time you update a template you have to delete the existing one and upload a new one where you have to rechoose the Feature and redo the name of the template. It can become quite time consuming where it might just be a small update to the templ...

Tim Smith 8 months ago in Detail Report Templates / UI User Interface Enhancements 1 Future consideration

2 VOTE

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 8 months ago in Punchlist / UI User Interface Enhancements 2 Future consideration

2 VOTE

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 8 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

2 VOTE

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 8 months ago in Document Viewer / Documentation / UI User Interface Enhancements 0 Future consideration

2 VOTE

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 8 months ago in Checklists / UI User Interface Enhancements 0 Future consideration

1 VOTE

Display lead/project number in header when working on Estimates, Subcontracts, etc

There are certain modules in SCM where the lead/project number are not visible in the web page's header. In working on an estimate for example, there is nothing on the webpage that shows which lead the estimate belongs to.

Carl Lyles 4 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

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