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Subcontract Issued to Project Owner for approval before the subcontractor approves.

Our current workflow is to have the owner/owner's rep sign the subcontract report. This authorizes us as the contractor to then contract with the subcontractor for the value they have presented against the budget. Is there a way to have the Issued...
Guest 11 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

Add more filter options when importing estimate items in Contract Admin and Procurement features

See attached mockup for more details
Norman Wendl 11 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

ITB Vendor Messages - Default View To Show ALL messages

It would be helpful to have ALL (read and unread) messages display in the default view on the ITB Vendor Messages tab. You have to check the Show Only Unread Messages checkbox to display the unread ones.
Adam Clark about 1 year ago in ITB (Invitation to Bid) 0 Future consideration

Add ability to edit timecards by changing the clock in/clock out time

Pretty much every paid time keeping service has this very simple function where the admin can go in and fix clock in/out times if an employee had an error. The fact that we are only able to change the amount of time worked is really not useful in ...
Guest 11 months ago in Clock-In / Clock-Out / Labor Timecards 0 Future consideration

Safety Meetings - Add Safety Meeting Topic Templates - Description and Default Discussion items

Template Location: Settings > Feature Settings > QC & Safety Wizard to copy Topic Template to Project
Norman Wendl 11 months ago in Feature Settings / Safety Meetings 0 Future consideration

Have File Repository or Area for Company Files not tied to a Lead or Project

Details: Menu Option: Company Files Folder / Subfolder Structure Permission Attributes Internal Employees Specific Employees All External Companies Show In TeamLink Portal (This would be a new menu option in portal.)
Norman Wendl 11 months ago in Linked Files (Projects) / UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

RFI - Make RFI Respondent Default Responsible Party

We would love to see the RFI Respondent become the responsible party as soon as an RFI is generated. This just seems the natural chain of events and would save time.
Terry Buchanan about 1 year ago in RFI 0 Future consideration

Clock in/out see all unconverted in HR

Currently in the HR module you can only see clock in/out records for the current and previous weeks so if for any reason you missed converting anything prior to that you have to know which projects to go to to find anything missed. Could an "All" ...
Tim Smith about 1 year ago in HR, Time, and Expenses 0 Future consideration

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl 11 months ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

Add option for "lead directory" in favorites shortcuts for leads

Ideally there would be an option to add favorite shortcuts for all items in the lead/project menu.
Carl Lyles 11 months ago in Leads (Active or Intactive) / UI User Interface Navigation 0 Future consideration