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More user-friendly Daily Logs/Field Reports

The feedback we receive the most from our field guys is that since switching platforms the daily logs/field reports are not nearly as user friendly as the previous software we used. Takes approx. twice as long to complete, have to input weather ma...
Guest over 1 year ago in Documentation 0 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock over 1 year ago in Digitizer / Document Viewer / Drawings 0 Future consideration

Workflow rule to allow mixture of AND/OR and Parallel/Sequential

Say you wanted a 2 step approval where step 1 was 2 or more people/roles like PM or Bid contact and step 2 was a named Manager. You can't achieve it as if sequential you can only add 1 person/role per step. Or if try one step its either AND which ...
Tim Smith over 1 year ago in Contracts and Procurement Workflow 1 Future consideration

Insurance Expiring Alert

An alert needs to be sent out to someone that can be set as an insurance manager letting them know that the subcontractors insurance is about to expire on their project.
Misty Toulouse over 1 year ago in Projects 3 Future consideration

Allow for bills being imported (from SIC) to be automatically approved

We frequently import bills (from SIC) to multiple projects at a time in order to upload payroll costs, credit card charges, etc to projects in SCM. In doing so, these bills default to a status of "pending". In reality, these bills have already gon...
Carl Lyles 11 months ago in Accounting Link for Sage Intacct / Contracts and Procurement Workflow 1 Future consideration

Workflow - Make approval history reportable

Currently the only way to see a list / log of who approved what transactions is to go the transaction itself and scroll down to the workflow section. This needs to be available to include in log reports so a user can print an audit log of who appr...
Jack Speshock about 1 year ago in Workflow 1 Future consideration

Add sent from filter to list views

Add columns for sent from and sent date to list views, have it populate from teh emails sections of transactions. This way clients can filter their list views by which items have been emailed out of the system.
Guest about 1 month ago in UI User Interface Enhancements 1 Future consideration

Email checklists

Allow to email the checklist assignment to the assignees.
Guest 7 months ago in Alerts and Calendars / Checklists / New Email Features & Email Browsing / Notifications 0 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker over 1 year ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Add "Status" Column to Submittal List

It allows for better tracking of outstanding submittals
Guest over 1 year ago in Submittals 1 Future consideration