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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 8 months ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

Procurement - • add a “Rejected” option to status

a “Rejected” option to status so that it does not have to be deleted if PM does not approve the bill/sub invoice allowing us to keep record it was submitted.
Guest 8 months ago in Procurement 0 Future consideration

RFI's Need to Be Able to Be Viewed by All Vendor

Currently, only an originator or respondent can view any given RFI. In the construction world, all vendors on a job need to be able to see all RFI's regardless if they are the originator or respondent. For example, an RFI by an electrical contract...
Guest 8 months ago in TeamLink Portal 3 Already exists

Allow teamlink vendors to upload files after submitting the bills

Currently when our teamlink vendors upload sub invoices/Bills the only time you can upload an invoice file is while they make it. If they forget, then they have to send it ti us to manually upload on their behalf. This is not ideal, so we would gr...
Guest 4 months ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 2 Future consideration

Display warning if pdf attachment is larger than 20 mb

When users are emailing a daily log using the Default with linked files and images template, if the size of the pdf is over 20 MB the pdf is not attached to the email. It would be nice to get a warning saying the size is too big
Jack Speshock 4 months ago in Daily Log (Daily Report) 1 Already exists

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 9 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts / Prime Invoices 1 Future consideration

Notes section in Leads/Projects with User Tagging Capability

Communication amongst team members is vital when it comes to managing a project/lead. Being able to house that in a centralized location in the lead/project would be really nice. Also, being able to tag one or more team members to the note so they...
Dario Tomic about 1 year ago in Journals / Leads (Active or Intactive) / Projects (Active and Inactive) 3 Future consideration

Quick Bidding/Not Bidding Vendor Response Button on ITB

For vendors to quickly respond Bidding/Not bIdding or other status to the ITB email. Most vendors dont bother taking the time to log in to respond. This may help!
Aimee Boehm 9 months ago in ITB (Invitation to Bid) / Teamlink Portal (General) 3 Already exists

Lower Time On Pop Up Alert

Please lower the time that the Pop Up Alert stays on. At least allow the escape button to kill the popup. It is a significant waste of time to move the mouse to X out the pop up. When I have to look at that popup hundreds of time so far, it is sta...
Steve Peitler 9 months ago in Alerts and Calendars / Mobile - Android / Mobile - Apple 1 Future consideration

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 9 months ago in CO 0 Future consideration