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Internal and TeamLink Security Roles - Add property to allow Annotations in the Document Viewer

No description provided
Norman Wendl 8 months ago in Document Viewer / Teamlink User Roles / User Security Roles 0 Future consideration

Scheduling (Gantt) - Add view option that uses baseline dates

Potential Implementation Method: Add View Drop-Down with the following options Baseline Dates Scheduled Dates Baseline and Scheduled Dates
Norman Wendl 8 months ago in Schedules (Gantt Chart) 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 8 months ago in Feature Settings / Safety Meetings 0 Future consideration

Work Order - Track Previously Imported Committed or Cost To Date Transactions

When committed or cost to date transactions are imported into a Work Order, the system does not check if the transaction already exists. As a result, expenses are doubled up.
Norman Wendl 8 months ago in Work Orders 0 Future consideration

Add Classification to Prime Contracts

We need to be able to add Classification to Prime Contracts in order to Map the different income accounts within the same Project. Is there any way to get back to me to see if this is feasible in the near future? We we're hoping to get this done i...
Guest 8 months ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

MS Excel Versions

Could you please enable templates with the latest version of MS Excel? We (and many others) use proven excel models for pricing/estimating projects. It would be very helpful if the estimate templates for Sage were in the latest version of MS Excel...
Dan Skinner 8 months ago in Estimating, RFP, Proposals (Pre-Construction) / Importing Excel Templates 0 Future consideration

Add Approver/Rejector Name and Date to stamp in drawings

Currently, the stamp in drawings is just a box with text that says "Approved","Rejected", etc. Can we also have it show the details of who approved/rejected as well as a timestamp?
Dario Tomic over 1 year ago in Document Viewer / Drawings 0 Future consideration

Markup for CPR/CO and Cost Plus have Resource selection

Currently for CPR/CO markups it applies the same markup across all resources. This becomes problematic when you have an agreed labour rate so you don't want any markup on labour so you have to recalculate the markup yourself. Could Resource select...
Tim Smith 12 months ago in CO / CPR 5 Planned

Expand and Collapse Menu

Need to remember my preference to expand or collapse the menu. Now, you have to select it each time
Guest 12 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 12 months ago in Alerts and Calendars / Drawings / Lead Directory / Notifications / Project Directory / Specifications 0 Future consideration