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Read only option in role security

Have a read only option for all features in security role setup. There are some areas where customers would like to restrict the ablility of users to add/edit information IE contacts

Jack Speshock about 1 year ago in User Properties / User Security Roles 1 Future consideration

1 VOTE

Add an action of SEND TO ERP

There are MANY times when the "workflow" has been approved, but then we send a subcontract, PO, Bill, Invoice, etc. for eSignature and we get a request for revisions or corrections. If the workflow was already approved, the item automatically send...

Saraya Kingsley about 2 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) 0 Future consideration

1 VOTE

Rearrange estimate codes

Please implement a feature that allows you to rearrange the estimate cost code by dragging; the method you have now is very inefficient.

Guest about 2 months ago in Estimate Cost Codes (WBS) / Estimating Items 0 Future consideration

3 VOTE

Daily Log - Add more email recipients

Currently the only people who available in the email recipients area are the Recorded by Project manager Prime contract contact (owner) I would like to be able to add others to this list, i know you can add contacts from the project directory to t...

Jack Speshock 5 months ago in Daily Log (Daily Report) 0 Future consideration

3 VOTE

Archive sold equipment

The ability to archive sold equipment so it doesn't keep showing up.

Jennifer Mitchell 5 months ago in Equipment Items 0 Future consideration

6 VOTE

no way to edit bills in SCM and have them updated within intact

Scenario: A bill is inputted incorrectly in SCM.Fix: You have to unlink the bill in SCM from Intacct, go into Intacct and delete it, go back to SCM and edit the bill, resend it through Accounting Link from SCM for it to show up in Intacct. and on ...

abby akin 10 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

4 VOTE

External User Audit Log

Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...

Logan Strouse 7 months ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration

5 VOTE

Currently working on

Add column that shows whose responsibility the submittal is at this time -- also - show Status (Approved, Pending, Revise and Resubmit, Reject)

Guest 8 months ago in Submittals 1 Already exists

11 VOTE

Scheduling Functionality

Scheduling functionality that can associate budget line items/cost codes with schedule lines to make forecasts fluid as the schedule adjusts.

Sue Parker over 1 year ago in Job Cost Codes / Prime Contracts / Schedules (Gantt Chart) 0 Future consideration

8 VOTE

Delete multiple contacts/companies at the same time

Add the functionality to be able to delete multiple contacts/companies at the same time. Also maybe want to have this feature be controlled by security.

Jack Speshock about 1 year ago in Contacts / UI User Interface Enhancements 0 Future consideration

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