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Project Directory - Bulk action for TeamLink Role

It would be helpful to have the ability to assign teamlink roles in bulk action on the project directory list.
Guest 5 months ago in Project Directory / Teamlink User Roles / UI User Interface Enhancements 0 Future consideration

Project Directory Custom Columns

Add options in custom column drop down for Contact Name, Contact Ph, Contract Subject, Billing Address (instead of shipping address)
Guest 5 months ago in Project Directory 0 Future consideration

Contact Mgmt - Customize Colunm - Address Option

Currently you can select city/state but, not address in the custom column for contact management list.
Guest 5 months ago in Contacts 0 Future consideration

Add column to PO list that shows PO Balance

Having a PO Balance option would quickly allow user to see what is left to spend without doing the math since currently you can only see PO amount and Billed amount.
Guest 5 months ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

Ability to Add SOV that is seperate from job cost codes

Most of our customers are not able to tie thier internal cost codes to owner cost codes in a 1:1 or Many:1 relationship. They would like the ability to enter a SOV that is totally seperate from their job cost codes.
Jack Speshock 5 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts / Prime Invoices 1 Future consideration

Punchlist - Subcontractor Teamlink Portal

Allow sub to edit and add completion date of the punchlist item, send back to browser version and add alert that update has been made so that a PM can review item. Then it would be a workflow that clients are looking to have.
Sue Parker 5 months ago in Punchlist / Teamlink Portal (General) 0 Future consideration

Automate the ERP payment sync

Automate the ERP retrieve payment sync. Be able to set intervals on when you need it to sync (how many hours) and still keep the button to manually pull the latest payment information.
Jack Speshock 5 months ago in Accounting Link for Sage Intacct 0 Planned

Set default screen when opening SCM

Currently when you open SCM it takes you to the home screen that lists your alerts. I have a customer who is requesting the ablility to change this to the project list.
Jack Speshock 5 months ago in Projects 2 Already exists

CO Excel Budget Import - Include Hours Budgets

The excel import for CO budgets doesn't include hours budgets. I tried guessing the column header in case the feature was there, just not documented, but no luck. After import, we need to manually add the hours budgets, but this is often forgotten...
John Drinkwater 5 months ago in CO 0 Future consideration

Edit 'Expense Type' and 'Expense Payment Type' Lists

We seem to have lost the ability to edit the 'Expense Type' and 'Expense Payment Type' lists in settings. Only 'Add' is available. Can this be added back? It would also be nice to archive or delete previous expense types (it won't allow deletion o...
John Drinkwater 5 months ago in HR, Time, and Expenses 2 Already exists