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.
be able to import the estimate item comments- (RFP package Comments )into the RFP being
currently the RFP scope can only be imported from a generic template, or written manually in the RFP module. it would be better to clarify the particular items scope while in the estimating phase
Anyway to get notification bubblies like we do up in our alerts at the top right hand corner, on the Home screen so you know you have actionable in the Alerts, Workflow, or E-sign areas?
Where Shown: Equipment Details Form (Sub-table | Single Equipment Item) Equipment Module Landing Page (Multi-Equipment Items Link) New Table Fields: Location Project Status * Scheduled Start Date Scheduled End Date Actual Start Date Actual End Dat...
Norman Wendl
10 months ago
in Equipment Items
0
Future consideration
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.
Have project to dos assigned to company show up for all users in their multi-project calendar
Based on support ticket I submitted - photos for extra context available here : #29521 I can create project to dos that are assigned to my own company via the teamlink option, and this will make it so that those project to dos show up in the emplo...
Ability to utilize the value entered in the "quantity" field in Work Assembly formulas
When adding a work assembly to an estimate, there is a "quantity" field (see attached photo). Having the ability to extract the value entered in this field for use in Work Assembly formulas would be immensely useful.
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...