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Expand and Collapse Menu

Need to remember my preference to expand or collapse the menu. Now, you have to select it each time
Guest 7 months ago in Other 0 Future consideration

New Wizard to notify external team members about Drawing and Specification Revisions using the Journals feature

Wizard Steps: Enter Email Subject and select Journal Type (eg. Drawing Rev Notification) Select one or more drawing files (eg. PDFs) Select one or more specification files (eg. PDFs) Select one or more recipients using Lead Directory, ITB Director...
Norman Wendl 7 months ago in Alerts and Calendars / Drawings / Lead Directory / Notifications / Project Directory / Specifications 0 Future consideration

Assign Custom Submittal Number When Copying

The copy submittal feature only works if you are using the auto-numbering sequencing as defined in the company settings. If you are customizing each submittal number, the copy submittal feature will not work or will result in a duplicate numbering...
Adam Clark 10 months ago in Submittals 0 Future consideration

Allow for installing of stored materials

Currently, you can invoice for stored materials, but there is no way to signify on a future invoice that the material was then installed.
Adam Clark 12 months ago in Prime Invoices 0 Future consideration

Bills - Purchase Order financial summary

Have a financial summary section for purchase order bills similar to what is on the subcontract invoice screen attached
Jack Speshock 2 months ago in Purchase Orders / Vendor Bills 2 Already exists

Import Multiple Change Orders simultaneously from a single Excel Import Template

Please allow for an option to import from excel under the "Change Order" Module. This would save us significant amount of time instead of manually adding each item. The import file could be identical to a Prime Contract Import from excel.
Jake Nelson 7 months ago in CO / Importing Excel Templates 4 Future consideration

NZ/AUS need option to 'Schedule out' payment claims from subcontractors

In NZ/AUS we need the ability to adjust subcontractor payment claims (under subcontractor invoices) with comments as to why their claim was adjusted. There needs to be a comment field per line item, and a bookmark that references this in the mail ...
James Arrowsmith 10 months ago in Journals / Subcontract Invoices / UI User Interface Enhancements 1 Future consideration

Equipment - Add Equipment Deployments Feature/Table

Where Shown: Equipment Details Form (Sub-table | Single Equipment Item) Equipment Module Landing Page (Multi-Equipment Items Link) New Table Fields: Location Project Status * Scheduled Start Date Scheduled End Date Actual Start Date Actual End Dat...
Norman Wendl 2 months ago in Equipment Items 0 Future consideration

Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...
Colton Cooper 2 months ago in Lead Directory / Maps Geo Location 0 Future consideration

Vendors Self Help - forgot/reset password

It would be helpful if vendors could retrieve and reset thier passwords without contacting us
Aimee Boehm 10 months ago in TeamLink Portal 1 Already exists