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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.
Jack Speshock over 1 year ago in New Email Features & Email Browsing / RFI / Submittals 0 Future consideration

Hot links & collaboration- Drawings

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.
Guest almost 2 years ago in Prime Invoices / Subcontract Invoices 0 Planned

Have the customer show on the Project

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 ...
Patrick Sheppard 11 months ago in Client Contract Admin / Projects / UI User Interface Enhancements 2 Future consideration

Import Schedule Tasks from Estimate Work Items

It would be very helpful and efficient when building project schedules to be able to import schedule tasks from estimate work items.
Guest over 1 year ago in Estimating Items / Schedules (Gantt Chart) 0 Future consideration

Add Project Start Date and/or Milestone Tasks to Alerts

It would be very helpful to add project start/end dates and/or milestone tasks to the alerts calendar.
Guest over 1 year ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

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...
Marc Macialek 11 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 1 Future consideration

Crew Timecard Editing

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.
Guest over 1 year ago in Crews (Cost Database) / Labor Timecards 0 Future consideration

Unarchiving Leads and Projects

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...
Michael Miller almost 2 years ago in Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

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