Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval
With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
When a Prime includes markups, allow the markups to be automatically applied and visible for each CPR and CO's. Therefore the PM doesn't miss adding markups to the CPR's or CO's
New Options in red. Revised CPR Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Revised CO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Acti...
You cannot add change proposal requests to a pending prime contract change order. Should be able to add using the action command within the prime contract change order itself and also using the prime contract change order wizard (a new dropdown fo...
Add Impacted Companies Pricing field to TeamLink Portal so Subcontractors and Vendors can upload Pricing data to CPRs that Prime Contractor can use in their CPR submittals to Clients, rather than have to add that data themselves in SCM.
Add "Finish Date With COs" field from Prime Contract to available bookmarks in document templates.
We would like to be able to pull the "Finish Date with COs" field from the Prime Contract module into the Detail Report Templates as a bookmark. This is especially useful for us on our CO template as we would like to have an updated Finish date ba...