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Subcontractor and Supplier Performance Reviews

Ability to document performance reviews for subcontractors and suppliers listed in the Project Directory. This information could also be used as a filter criteria when adding vendors to an ITB.
Norman Wendl over 1 year ago in Companies / Compliance / Custom Definable Entry Screens / ITB (Invitation to Bid) 4 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl over 1 year ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

with Contact info for companies I would think there would be a space to add Website.

No description provided
Guest 4 months ago in Companies 2 Already exists

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 4 months ago in Detail Financial Analytic Reports / Reporting / Analytics / Schedules (Gantt Chart) 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 about 1 year 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 about 1 year 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 about 1 year ago in Linked Files (Projects) / UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Add project name to invoice approval workflow

When I go to approve an invoice within a workflow, the job number shows up in the left hand side but not the project name.
Guest over 1 year ago in Procurement 0 Future consideration

Project Location Field - (Job Address, City...)

It is necessary for us to track the location of all of our projects for tax purposes as well as conducting analytics on our various markets. This would be a useful metric in the tool to feed over to the accounting system.
Guest over 1 year ago in Accounting Link for Sage Intacct 7 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 about 1 year ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration