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Control who can annotate in document viewer

Be able to control who can annotate drawings, specs, photos, etc in the document viewer.
Jack Speshock about 1 year ago in Document Viewer / Linked Files (Projects) / User Security Roles 2 Future consideration

Edit Checklist Items from within the Checklist Template

I see a way to add checklists and new items to the checklist templates but having ability to edit an existing checklist template would be nice.
Guest 7 months ago in Checklists / Templates & Reports 5 Already exists

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 about 1 year ago in Prime Invoices / Subcontract Invoices 0 Planned

Project Directory Custom Columns

Add options in custom column drop down for Contact Name, Contact Ph, Contract Subject, Billing Address (instead of shipping address)
Guest about 1 year ago in Project Directory 0 Future consideration

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

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

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