When adding Resources, specifically internal personnel, can we create an alert system to tell us when a person is double booked in two or more projects on the same dates?
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.
Anyway to get notification bubblies like we do up in our alerts at the top right hand corner, on the Home screen so you know you have actionable in the Alerts, Workflow, or E-sign areas?
Have project to dos assigned to company show up for all users in their multi-project calendar
Based on support ticket I submitted - photos for extra context available here : #29521 I can create project to dos that are assigned to my own company via the teamlink option, and this will make it so that those project to dos show up in the emplo...
Admins should be able to enable/disable push notifications for users. If you have 20 people on an hour team and everyone should receive push notifications, there is no reason why the admin should easily do it for all the workers.
New Wizard to notify external team members about Drawing and Specification Revisions using the Journals feature
Wizard Steps: Enter Email Subject and select Journal Type (eg. Drawing Rev Notification) Select one or more drawing files (eg. PDFs) Select one or more specification files (eg. PDFs) Select one or more recipients using Lead Directory, ITB Director...
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.
This would benefit any user that is entering start/finish dates in any section of Sage that utilizes the calendars, and would improve user efficiency. When an Est. Start Date is selected several months in the future, the calendar for the Est. Fini...
It would be really nice to be able to create new To Dos on the general/multi-project calendar. The calendar/to dos would be much more likely to be utilized and effective.