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Ability to Add Cost Codes like New Companies

Should be able to add cost codes well adding Bills and/or Misc. Expenses the same way you can add a new company and come back to where you left off. You don't realize you are missing it until you go to add and having to leave the page and start al...
Guest 7 months ago in Job Cost Codes 2 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 over 1 year ago in Contacts / Project Directory / Teamlink Portal (General) 1 Future consideration

Prime Invoice Payment Update Field

Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in...
Guest 9 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 3 Future consideration

PO CO Billing

Unable to bill PO CO items. The PO CO items will reflect in the orignial PO items but not on the new bill.
Victoria Edenfield Hurd 2 months ago in Purchase Orders 1 Already exists

PO CO Workflow

There are no workflow options available for PO COs.
Victoria Edenfield Hurd 2 months ago in Contracts and Procurement Workflow / PO CO, POCO, Purchase Order Change Order / Purchase Orders 1 Planned

Enable link documents to be sent thru DocuSign

linked documents in Subcontracts or Change orders can be emailed, but linked documents cannot be sent when using DocuSign.
Guest 2 months ago in Document Viewer / eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

Alert-New Insurance Cert Uploaded via Portal

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.
Sue Parker over 1 year ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Drawings for Field View and Mark ups on Mobile Platform

Availability for drawings to be viewed and marked up on field, similar to fieldwire. Current viewer is very old and has glitches.
Guest over 1 year ago in Drawings, Specifications & ITBs 0 Future consideration

Add option to not create contract item when importing budget.

SOV can be vastly different from Budget. It would be helpful to have the option to not create contract items when importing the budget, so that the user can import the SOV separately without having to delete the entire list of contract items autom...
Guest 5 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 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 12 months ago in Submittals 1 Already exists