Submittal - Automatically send Originator email notification when there is an update to submittal
Currently when a respondent replies to a submittal or rfi the coordinator has to go to actions > send response to originator. We would like an automated email to go to the originator letting them know that there was a response.
Procore users wanting to leave that application want the hot link and zoom to details features that Procore offers as well as the collaboration piece of alerting a user to a note on the drawing.
Sue Parker
almost 2 years ago
in Drawings
2
Future consideration
Under the Prime Contract Invoice Information in the Net Retainage Summary box it would be helpful to have a column that shows the Subcontractor Retainage amounts.
This would give you a snapshot of how much retainage is currently being held for the entire contract. There is currently not a view that shows this information.
Currently the only places to see what customer is attached to the Project is through the Project Directory and Prime Contracts; it would make a number of my client's lives easier if they could review the customer on the project selection menu, or ...
ITB Trade Company Bid Status Drop Down on Main Vendor page
On the ITB vendor page, it would be great if the subcontractor company lines had a simple dropdown box to change the bidding status. As it currently is, you have to click on the company-->edit bid status-->dropdown to finally be able to chan...
It would be wonderful if crew timecards could be edited in mass instead of individual timecards. If the edit screen looked like the entry screen, it would save a lot of time.
Is there a way to unarchive a lead (or project) from the "Lead Home" (or "Project Home)"page? Currently leads and projects appear to be only unarchivable by unchecking the box on the "Leads" or "Projects" page. In the past there used to be a check...
RFI - Make RFI Respondent Default Responsible Party
We would love to see the RFI Respondent become the responsible party as soon as an RFI is generated. This just seems the natural chain of events and would save time.
Terry Buchanan
almost 2 years ago
in RFI
0
Future consideration