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Default to "Not Show in Portal" all files uploaded in the TeamLink Portal by Respondents

It seems like it should be the default, or at least there should be a system setting for the default to NOT "Show in Portal" all "Files Uploaded in the TeamLink Portal by Respondents". We have yet to fully utilize the teamlink functionality; howev...
Carl Lyles 5 months ago in Linked Files (Projects) / TeamLink Portal 0 Future consideration

Add a comment box to all change status methods of the Workflow Approval Process

When a Workflow Approval or Reject is added, we need a pop-up box to appear. This should be available if the user is changing the approval status in the Workflow Tab on the Home View, from within the record or transaction, from log views, or when ...
David Holler about 1 year ago in Contracts and Procurement Workflow / Time & Expense Workflow 1 Future consideration

Easier way to view linked file when approving bills in workflow

It would be nice if there was an eaiser way for the approver of a bill or sub invoice to be able to see the linked file of the bill image
Jack Speshock 11 months ago in Workflow 0 Future consideration

Be able to Burst plans in the Drawing Detail page instead of having it burst in the drawing list

This feature allows you to keep the main drawing list clean by only showing top-level plans and “bursting” detailed sub-plans, revisions, and related sheets within each plan’s detail page. It streamlines navigation, minimizes visual clutter, and m...
Guest about 2 months ago in Drawings / Linked Files (Projects) 0 Planned

Import Job cost codes and its cost budget from a prime contract into a sub contract

Option to Import selected job cost codes with its Cost Budget from a prime contract into a sub contract while creating a new sub contract.
Blesson Mannil 5 months ago in Subcontracts 0 Future consideration

importing submittals there is no place for submittal type

For importing submittals there is no place for submittal type is there a way to add that without going in and changing all manually
tori McCullough 5 months ago in Submittals 1 Future consideration

Granting Project Access by Adding Company Contact to Project Directory

In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.
Adam Clark about 1 year ago in Contacts / Project Directory / Teamlink Portal (General) 1 Future consideration

User Permissions based on Tags

Enhance user project permissions to be able to view only projects they are tagged on (i.e. sales contact, bid contact, PM contact). Or use a classification to automatically update project access as new projects are created. Currently when filterin...
Guest about 2 months ago in Employees (Active or Inactive) / User Properties / User Security Roles 0 Future consideration

Printable Schedules

Though the schedule does look beautiful on screen, it is almost impossible and takes a lot of tries to print a legible PDF document to share with clients and/or trades. This is almost the only reason our team here is loath to use the scheduling to...
Audrey Peebles about 1 year ago in Schedules (Gantt Chart) 0 Future consideration

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr 5 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration