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Templates & Reports

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Scope Templates - Add "Scope of Work" field

Currently, Scope Templates include fields for Inclusions, Exclusions, and Clarifications. However, it would be nice to have Scope of Work as well when using templates for RFP Packages and Subcontracts.
Norman Wendl about 2 months ago in Templates & Reports 0 Future consideration

Inactivate detail word templates

The ability to deactivate detail word templates for templates in which a Client does not want their users to be able to access
Adam Clark 11 months ago in Detail Report Templates / Templates & Reports 2 Future consideration

Create a Bookmark for CPR Due Date

There is an area in the CPR module that you can enter the Proposal Completion Due Date. We need this to appear on the CPR report we send to our Owners. Please make a bookmark that would allow us to add this to our custom reports so Owners know whe...
Kenani Brandon 7 months ago in CPR / Templates & Reports 0 Already exists