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Purchase Order (PO) and Subcontract Close - Automated Change Order Process

It would be helpful to have a purchase order and subcontract close process to automatically create a deductive change order and change the status to Closed. You would run it from the Actions dropdown in either area. It would then give you a list o...
Adam Clark about 2 months ago in Purchase Orders / Subcontracts 0 Future consideration

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith about 2 months ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices 0 Future consideration

Ability to have a consultant login for client sites

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...
Adrianna Johnson 9 months ago in User Properties / User Security Roles 1 Future consideration

Color Code

Give the ability to Color code the Lead Chart
Guest 17 days ago in Lead Directory / UI User Interface Enhancements 1 Future consideration

Drawing management

Please consider getting our drawings management inline with PlanGrid/Autodesk or Procore. Features such as drawings revisions,overlay,puchlist tag/RFI tag is essential in managing multiple revisions for us and our project teams.
ron colindres 5 months ago in Drawings 2 Planned

Two Subs w/Same Company Name

SCM should allow us to have two companies in two different locations (city, st, etc.). We may have a Bob's Glass, Inc. in San Francisco & in Chicago. This does NOT already exist. See attachment.
Amanda Amason about 2 months ago in Companies 1 Already exists

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing
RJ Delagarza 2 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.
Amanda Amason about 2 months ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

The ability to resize sections on some of the summary screens

For example, on the project home screen, if we could resize the open items, and see a better snapshot of whats going on without scrolling.
Guest 13 days ago in UI User Interface Enhancements 1 Future consideration

Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.
Guest 19 days ago in Scheduling / UI User Interface Enhancements 0 Future consideration