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Status Future consideration
Categories Contracts and Procurement Workflow Projects (Active and Inactive)
Created by Molly Toledo
Created on Aug 7, 2024

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Job Set Up-Internal Stakeholders Customizable Roles

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person, would be nice to add other roles in there.

2 MERGED

Add more Roles to be attached to Projects and Workflows

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Several clients would love to be able to assign Project Superintendents and Project Coordinator, in addition having them be roles they can apply in Workflows for approvals.
Guest 3 months ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 1 Future consideration
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Add additional contacts roles to the the Project Team on the dashboard

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We would like to be able to add on site contacts (many of our project partners require this) to reports and in order to do what we need to assign Superintendents and Project Engineers or Project Specialists to the project so we can then add that b...
Kenani Brandon 11 months ago in Contracts and Procurement Workflow / Project Directory / Projects (Active and Inactive) / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration