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Add column for linked files and executed/not executed indicator when viewing list of PO's

Add a column for linked files and a column for executed when viewing the list of PO's. This would also require an additional field be added in the PO itself to track executed.
Meredeth Dotson about 1 year ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

Add Drawing Folders to group Drawing Log Records

Example Folders: Preconstruction Set Construction Set Revision 1 Set Revision 2 Set As-Builts
Norman Wendl about 1 year ago in Drawings / Linked Files (Projects) 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 about 1 year ago in Contacts 5 Future consideration

Estimated Percent Complete Entry Screen

From what I understand, when entering Estimated Percent Complete, this only impacts Labor and Equipment forecasting. It seems like the Estimated Percent Complete Details entry screen includes ALL cost codes, not just ones with labor or equipment h...
Adam Clark over 1 year ago in Reporting / Analytics 1 Future consideration

Add Option to Create Bill from Subcontract in Procurement

PO option has this feature to create bill from PO. I know subcontracts are a bit more complex, however even if the option was available to create bill from subcontract, it could simply take you to sub invoices and would be a time saver feature to ...
Dawn Parents over 1 year ago in Procurement 0 Future consideration

RFI report with all attachments

For an RFI, I would like to have the function of having all attachments and linked correspondence to be included with I run the report to print off. As of right now I have to run the report and then download attachments separately and combine them...
Patrick Wolf 4 months ago in RFI / UI User Interface Enhancements 1 Future consideration

Customizable/templated questions for reports/daily logs/inspections/etc

We have talked about this but I couldn't find if the idea existed here. I have had clients ask for the capability of having customized questions that people in the field have to answer as a part of their work - whether that is some sort of mainten...
Sean Coffman 4 months ago in Custom Definable Entry Screens / Custom definable Fields / Documentation 1 Future consideration

DocuSign Alternative

Customers are often asking for a different electronic signature option than DocuSign such as Adobe Sign.
Sue Parker 4 months ago in eSign (including DocuSign) 1 Future consideration

Submittal - Edit and change Respondence after created.

When in submittals there is a editable field under 'Respondence' but its useless when it comes to editing the contact or changing email addresses or in my case I forgot to add the contact/email address now I don't have a chance to change it withou...
Jessica Carbone 6 months ago in Submittals / UI User Interface Navigation 0 Future consideration

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 10 months ago in Submittals 1 Already exists