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Scope Templates - Add "Scope of Work" field

Currently, Scope Templates include fields for Inclusions, Exclusions, and Clarifications. However, it would be nice to have Scope of Work as well when using templates for RFP Packages and Subcontracts.
Norman Wendl about 1 year ago in Templates & Reports 0 Future consideration

Only show customer companies in drop down for prime contract / invoice

I have received feedback from customers who do not like that both vendor and customer companies show up in the dropdown menu when adding a company to a prime contract, they only want to see customers. The same for Procurement, they only want to be...
Jack Speshock over 1 year ago in Companies 0 Future consideration

Lien Waiver Status Reports

Can we add a reporting section for Lien Waivers, inclusive of Subcontract/Vendor, amount, whether signed or not, amount of payment.
Guest about 1 year ago in Compliance / Detail Report Templates 0 Future consideration

Add ability to view esign file on mobile

On the mobile app under linked files you only see the original document, you do not see the version that has been signed through docusign
Jack Speshock about 1 year ago in eSign (including DocuSign) / Mobile - Android / Mobile - Apple 0 Future consideration

Download All Sub Invoice Pencil Draws At One Time

We are needing the ability to download all sub invoice pencil draws that the GC created at one time in order to genterate a pay app package for the bank. It is currently taking to long to go into each sub invoice and generate report and download t...
Guest about 1 year ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 0 Future consideration

Add Team Link Portal Information to Contact Upload Template

Add fields for Team Link Information to the Contact Upload Template so that we do not have to do it manually.
Meredeth Dotson over 1 year ago in TeamLink Portal 5 Future consideration

Report/Schedule

As discussed with Dave, See attached files of a report one client is looking for. In particular they want to have the schedule dictated by percent complete which is figured by using square footage of work completed versus budgeted square footage o...
Guest 5 months ago in Detail Financial Analytic Reports / Reporting / Analytics / Schedules (Gantt Chart) 0 Future consideration

Update estimate within a Prime Contract without having to delete the Prime Contract

You create a Prime Contract, bring an estimate into it. Then the estimate changes and you CAN NOT bring it back into the same Prime Contract (does not refreshes the previous). The only solution is to delete the Prime Contract and do it all again. ...
Gilbert Sanchez about 1 year ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 Future consideration

Timesheet Employee Drop Down Filter by Project

We have several clients with thousands of field employees that need timesheet entry and they would really like to be able to set the Employee drop down to only pull the names of people from their company that are in the project Directory. They jus...
Guest about 1 year ago in Labor Timecards / Project Directory 0 Future consideration

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith over 1 year ago in Detail Report Templates / Meetings / Safety Meetings 1 Future consideration