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Import Multiple Change Orders simultaneously from a single Excel Import Template

Please allow for an option to import from excel under the "Change Order" Module. This would save us significant amount of time instead of manually adding each item. The import file could be identical to a Prime Contract Import from excel.
Jake Nelson about 1 year ago in CO / Importing Excel Templates 4 Future consideration

Automatically separate drawing PDF into separate sheets with hyperlinked log

Hello. It is important to track changes to each drawing as they may get changed one at a time or several at a time, or all so history and the current version are both accessible. A self-generating log with hyperlinks would be a great accompaniment...
Guest about 1 year ago in Drawings, Specifications & ITBs 0 Future consideration

Ability to group Purchase Order Line items and Subcontract line items

When entering Purchase order line items or Subcontract line items, it will be usefull to allow grouping of Items. As an example: GROUND FLOOR Rough In; Qty = 1; LumpSum; $100,000; Tax Code Finish; Qty = 1; Lumpsum; $50,000; Tax Code FIRST FLOOR Ro...
Shiva Muthuswamy about 1 year ago in Feature Settings / Purchase Orders / Subcontracts 0 Future consideration

Mobile App needs a workflow tab

It would be nice if a person could click on a tab in the app that would take them to the Workflow page where they could easily look through and approved or decline items.
Guest about 1 year ago in Contracts and Procurement Workflow / Mobile - Android / Mobile - Apple / Time & Expense Workflow 1 Future consideration

Meetings - Agenda Formatting - First Line of New Business is Automatically in Bold

The first line of a new business item is bolded. This causes unnecessary attention and confusion to the reader. Would you please consider editing this default format, so it doesn't automatically bold the first line of new business items? Thanks!
Micah Will 5 months ago in Meetings 2 Already exists

Meetings - Agendas - Old Business - Distinguish Old Business from New Business on Agendas

Hello! Please consider adding text to the agenda for Old Business. Unless you are the creator of the agenda, it is really difficult for one to see what old business is and what is new business. Thanks!
Micah Will 5 months ago in Meetings 1 Already exists

Estimate Global Markup - New Options

New Global Markup Distribute/Hide Option (New): Distribute Global Markup Across All Cost Codes (Hidden) Show Global Markup at bottom of Proposal Show Global Markup in particular Cost Code Section (This would require the user to select a cost code.)
Norman Wendl 10 months ago in Markups | Adds | Cuts 0 Future consideration

Project Titles Need to be more than 20 characters

When creating a project in SCM, have the ability to have project titles that are longer than 20 characters. Sage Intacct allows up to 40 characters
Shon Stefan 10 months ago in Projects (Active and Inactive) 1 Already exists

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

No description provided
Norman Wendl 10 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 10 months ago in Schedules (Gantt Chart) 0 Future consideration