UI User Interface Enhancements

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Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...

Matthew Carlisle about 2 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

5 VOTE

Add assigned members of the project team on the home screen

Add our assigned team members of the project team on the home screen of the project in both SCM and TeamLink. This will be helpful to have a quick access for who they should reach out to. Superintendent, Architect, Project Manager, Interior Design...

Amery Scott 24 days ago in Project Groups / Projects (Active and Inactive) / Teamlink Portal (General) / UI User Interface Enhancements 2 Future consideration

2 VOTE

Add purchase order field to Prime Contract wizard

Thank you for adding the Owner PO field to the prime contract - very helpful! Can you also add it to the wizard so that we don't have to go back and Edit to add it later?

Audrey Peebles 13 days ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / UI User Interface Enhancements 1 Future consideration

9 VOTE

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator

Matthew Carlisle about 2 months ago in Submittals / UI User Interface Enhancements 1 Future consideration

3 VOTE

DATE FORMAT - USA

We just started using the program and didn't realize this was a foreign software. I'm told by support that the date format cannot be changed to MO-DAY-YEAR, as this is what we use in the USA. We have never received documentation with the format yo...

Sue Rich 20 days ago in Settings / UI User Interface Enhancements 2 Future consideration

7 VOTE

Initiate Workflow for large amounts of items

It would be nice for the team to be able to initiate the workflow for multiple objects if they are loading a large amount of those transactions at any given moment. For example, we have a client that uploads hundreds of bills per month and has to ...

Patrick Sheppard about 2 months ago in UI User Interface Enhancements / Workflow 0 Future consideration

3 VOTE

SCM - Add Column function to Project Directory page

Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.

Bruce Dutnall 25 days ago in Companies / Project Directory / UI User Interface Enhancements 2 Future consideration

3 VOTE

Add option to add vendors to ITB from Project Directory

If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.

Guest 26 days ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

12 VOTE

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing

RJ Delagarza 3 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

6 VOTE

To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...

Chad Shaules about 2 months ago in Alerts and Calendars / General To Do / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration

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