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Add column to PO list that shows PO Balance

Having a PO Balance option would quickly allow user to see what is left to spend without doing the math since currently you can only see PO amount and Billed amount.
Guest about 1 year ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

Procurement - • add a “Rejected” option to status

a “Rejected” option to status so that it does not have to be deleted if PM does not approve the bill/sub invoice allowing us to keep record it was submitted.
Guest about 1 year ago in Procurement 0 Future consideration

RFI's Need to Be Able to Be Viewed by All Vendor

Currently, only an originator or respondent can view any given RFI. In the construction world, all vendors on a job need to be able to see all RFI's regardless if they are the originator or respondent. For example, an RFI by an electrical contract...
Guest about 1 year ago in TeamLink Portal 3 Already exists

Display lead/project number in header when working on Estimates, Subcontracts, etc

There are certain modules in SCM where the lead/project number are not visible in the web page's header. In working on an estimate for example, there is nothing on the webpage that shows which lead the estimate belongs to.
Carl Lyles 7 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Ability to Add SOV that is seperate from job cost codes

Most of our customers are not able to tie thier internal cost codes to owner cost codes in a 1:1 or Many:1 relationship. They would like the ability to enter a SOV that is totally seperate from their job cost codes.
Jack Speshock about 1 year ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts / Prime Invoices 1 Future consideration

Quick Bidding/Not Bidding Vendor Response Button on ITB

For vendors to quickly respond Bidding/Not bIdding or other status to the ITB email. Most vendors dont bother taking the time to log in to respond. This may help!
Aimee Boehm about 1 year ago in ITB (Invitation to Bid) / Teamlink Portal (General) 3 Already exists

Additional Fields in Leads for "Lead To Do" assignable to External Collaborators

Can we add "Lead To Do" items so we can require input from Customers/Vendors/other Employees. Having a field where the user can specify another party involved (i.e. other than assigned to) would be helpful. Not looking for Teamlink functionality. ...
Carl Lyles 7 months ago in Leads / Project To Do 4 Future consideration

Lower Time On Pop Up Alert

Please lower the time that the Pop Up Alert stays on. At least allow the escape button to kill the popup. It is a significant waste of time to move the mouse to X out the pop up. When I have to look at that popup hundreds of time so far, it is sta...
Steve Peitler about 1 year ago in Alerts and Calendars / Mobile - Android / Mobile - Apple 1 Future consideration

CO Excel Budget Import - Include Hours Budgets

The excel import for CO budgets doesn't include hours budgets. I tried guessing the column header in case the feature was there, just not documented, but no luck. After import, we need to manually add the hours budgets, but this is often forgotten...
John Drinkwater about 1 year ago in CO 0 Future consideration

RFP BCC Option

Ability to blind copy person on RFP
Guest about 1 year ago in RFP for Estimating / RFP for Procurement 1 Already exists