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Allow removal of a contact from the Project Directory

Would be very useful if we could delete contacts from the project directory that are no longer relevant to the project. Currently, if a vendor bid on a portion of a project, they remain for all eternity in the project directory even if they are no...
Guest 5 months ago in Project Directory 0 Future consideration

Ability for a project admin or other user to receive notification when a team link portal user pushes something over to project

No description provided
John Masterson 4 months ago in TeamLink Portal 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 5 months ago in Contracts and Procurement Workflow 1 Future consideration

equipment maintenance - repair and service

expand this functionality to address the smaller civil contractor that no one currently services - add more functionality to tracking repairs and maintenance
Ian Broadfoot 7 months ago in Equipment Items / UI User Interface Enhancements 1 Future consideration

More users can Abandon Workflow

Currently only Administrators or some who is currently in the initiated workflow can abandon workflow. This means if someone else notices an error they have to find someone to abandon to correct the issue which could either be time consuming or ev...
Tim Smith 4 months ago in Contracts and Procurement Workflow 0 Planned

Add Drawing Folders to group Drawing Log Records

Example Folders: Preconstruction Set Construction Set Revision 1 Set Revision 2 Set As-Builts
Norman Wendl 6 months ago in Drawings / Linked Files (Projects) 0 Future consideration

Use OCR technology and coordinates on the PDF sheet to determine the Drawing # and Title

Currently, the meta data in the drawing file is used to set the drawing number and title. If this is missing, OCR technology could be used to extract this information. However, this would require input from the user to designate the location/area ...
Norman Wendl 6 months ago in Drawings / OCR 0 Future consideration

Add Customer and Vendor checkboxes to Company Profile form

Use Cases: Group and filter mechanism for company listing and log reports Show customers only when adding Prime Contracts Show vendors only when adding POs and Subcontracts
Norman Wendl 6 months ago in Contacts 0 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl 6 months ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

Work Order - New Status Options

New Options in red. Revised WO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Note: Approved and Closed is not needed because there is a separate checkbox for the latter.
Norman Wendl about 1 month ago in Work Orders 0 Future consideration